Lewis And Clark County Beneficiary Deed Form (Montana)

Lewis And Clark County Beneficiary Deed Form

Beneficiary Deed Form

Fill in the blank form formatted to comply with all recording and content requirements.

Last validated 7/22/2025
Lewis And Clark County Beneficiary Deed Guide

Beneficiary Deed Guide

Line by line guide explaining every blank on the form.

Last validated 2/17/2025
Lewis And Clark County Completed Example of the Beneficiary Deed Document

Completed Example of the Beneficiary Deed Document

Example of a properly completed form for reference.

Last validated 6/27/2025

Important: Your property must be located in Lewis And Clark County to use these forms. Documents should be recorded at the office below.

Where to Record Your Documents

Lewis and Clark County Clerk / Recorder

Address:
316 North Park Ave, Rm 113
Helena, Montana 59623

Hours: 8:00am-5:00pm M-F

Phone: (406) 447-8337

Recording Tips for Lewis And Clark County:
  • Ensure all signatures are in blue or black ink
  • Check margin requirements - usually 1-2 inches at top
  • Both spouses typically need to sign if property is jointly owned
  • Leave recording info boxes blank - the office fills these

Cities and Jurisdictions in Lewis And Clark County

Properties in any of these areas use Lewis And Clark County forms:

  • Augusta
  • Canyon Creek
  • East Helena
  • Fort Harrison
  • Helena
  • Lincoln
  • Marysville
  • Wolf Creek

How do I get my forms?

Forms are available for immediate download after payment. The Lewis And Clark County forms will be in your account ready to download to your computer. An account is created for you during checkout if you don't have one. Forms are NOT emailed.

Are these forms guaranteed to be recordable in Lewis And Clark County?

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Lewis And Clark County including margin requirements, content requirements, font and font size requirements.

Can I reuse these forms?

Yes. You can reuse the forms for your personal use. For example, if you have multiple properties in Lewis And Clark County you only need to order once.

What do I need to use these forms?

The forms are PDFs that you fill out on your computer. You'll need Adobe Reader (free software that most computers already have). You do NOT enter your property information online - you download the blank forms and complete them privately on your own computer.

Are there any recurring fees?

No. This is a one-time purchase. Nothing to cancel, no memberships, no recurring fees.

Have other questions? Contact our support team

A beneficiary deed must be lawfully executed and recorded during the owner's life or it has no effect.

The Montana Legislature enacted the state's beneficiary deed law, found at Montana Code Annotated Section 72-6-121. All following parenthetical references identify the part of that section which contains additional information.

Beneficiary deeds are nontestamentary documents (11) that convey a potential future interest in real property, but they only become effective when the owner dies. Until that point, the owner retains absolute title to, control over, and use of the property, including the freedom to change or revoke the beneficiary designation, or to sell the property to someone else (6). If an owner executes and records more than one beneficiary deed concerning the same real property, the document recorded closest to the owner's death is the effective beneficiary deed (8).

Note that if the real estate is held as joint tenancy with the right of survivorship, all co-owners should sign the deed or the future transfer might be voided. Review the statute carefully and contact an attorney with questions before executing a beneficiary deed for jointly-held property (4).

Grantee beneficiaries are the declared recipients of the real estate, but they have no rights to or interest in it until the owner's death. They gain title according to the owner's instructions as stated on the recorded deed. By accepting the transfer, beneficiaries become bound to fulfill any obligations, including mortgages or financial agreements associated with the land during the owner's life (1). These obligations may also include a claim against the property by the state for Medicaid benefit reimbursement (7). The signature, consent, or agreement of, or notice to, a grantee beneficiary of a beneficiary deed is not required for any purpose during the lifetime of the owner (10).

Two or more grantee beneficiaries may hold title as tenants in common, joint tenants, or any other form of ownership allowed by Montana laws (2). Owners may also specify one or more successor beneficiaries in case the primary ones are unable or unwilling to accept the transfer after the owner's death (3).

Beneficiary deeds are convenient, flexible tools to include in an overall estate plan, but they may not be appropriate for everyone. Contact an attorney with specific questions or for complex situations.

(Montana BD Package includes form, guidelines, and completed example)

Our Promise

The documents you receive here will meet, or exceed, the Lewis And Clark County recording requirements for formatting. If there's an issue caused by our formatting, we'll make it right and refund your payment.

Save Time and Money

Get your Lewis And Clark County Beneficiary Deed form done right the first time with Deeds.com Uniform Conveyancing Blanks. At Deeds.com, we understand that your time and money are valuable resources, and we don't want you to face a penalty fee or rejection imposed by a county recorder for submitting nonstandard documents. We constantly review and update our forms to meet rapidly changing state and county recording requirements for roughly 3,500 counties and local jurisdictions.

4.8 out of 5 - ( 4569 Reviews )

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January 3rd, 2019

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Reply from Staff

Thank you for the feedback Richard. Currently there is no way to download all of the documents at once but we'll definitely look into it. Have a great day!

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December 26th, 2022

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