Deer Lodge County Certificate of Trust Forms (Montana)

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Form Package

Certificate of Trust

State

Montana

Area

Deer Lodge County

Price

$27.97

Delivery

Immediate Download

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Included Forms

All Deer Lodge County specific forms and documents listed below are included in your immediate download package:

Certificate of Trust Form

Certificate of Trust Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included document last reviewed/updated 10/25/2023

Certificate of Trust Guide

Certificate of Trust Guide

Line by line guide explaining every blank on the form.
Included document last reviewed/updated 4/15/2024

Completed Example of the Certificate of Trust Document

Completed Example of the Certificate of Trust Document

Example of a properly completed form for reference.
Included document last reviewed/updated 1/3/2024

Frequently Asked Questions:

How long does it take to get my forms?

Forms are available immediately after submitting payment.

What are supplemental forms?

Often when a deed is recorded, additional documents are required by Montana or Deer Lodge County. These could be tax related, informational, or even as simple as a coversheet. Supplemental forms are provided for free with your order where available.

How do I get my forms, are they emailed?

Forms are NOT emailed to you. Immediately after you submit payment, the Deer Lodge County forms you order will be available for download directly from your account. You can then download the forms to your computer. If you do not already have an account, one will be created for you as part of the order process, and your login details will be sent to you. If you encounter any issues accessing your forms, please reach out to our support team for assistance.

What type of files are the forms?

All of our Deer Lodge County Certificate of Trust forms are PDFs. You will need to have or get Adobe Reader to use our forms. Adobe Reader is free software that most computers already have installed.

Can the Certificate of Trust forms be re-used?

Yes. You can re-use the forms for your personal use. For example, if you have more than one property in Deer Lodge County that you need to transfer you would only need to order our forms once for all of your properties in Deer Lodge County.

Are these forms guaranteed to be recordable in Deer Lodge County?

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

Do I have to enter all of my property information online?

No. The blank forms are downloaded to your computer and you fill them out there, at your convenience.

Can I save the completed form, email it to someone?

Yes, you can save your deed form at any point with your information in it. The forms can also be emailed, blank or complete, as attachments.

Do I need any special software to use these forms?

You will need to have Adobe Reader installed on your computer to use our forms. Adobe Reader is free software that most computers already have installed.

Are there any recurring fees involved?

No. Nothing to cancel, no memberships, no recurring fees.

Areas Covered by These Certificate of Trust Forms:

  • Deer Lodge County

Including:

  • Anaconda
  • Warm Springs

What is the Montana Certificate of Trust

The certification of trust in Montana is an affidavit containing sworn statements made by the trustee or trustees of a trust.

In a trust arrangement, a settlor entrusts property to a trustee for the benefit of a beneficiary. The trustee is the administrator of the trust's assets.

Instead of furnishing the trust instrument (an unrecorded document containing the trust's provisions, including the designation of the trust's beneficiary) the certificate is an abstract supplying only the relevant information required of the trustee in order to prove his authority to enter into a transaction on the trust's behalf.

Codified under the Montana Uniform Trust Code at 72-38-1013, the certification of trust contains basic information, such as the trust's name, date, settlor, and each trustee's name and address. The certificate verifies that the trust exists and that the trustee is authorized to act by providing a description of the trustee's powers relating to the pending action.

For example, a trustee may furnish a certificate when conveying real property held in a living trust. When used in real property transactions, a recorded certificate fulfills the requirements under Mont. Code Ann. 72-38-1111 for a valid transfer of real property by a trustee. When used for transactions involving real property, the certificate should also include the legal description of the parcel subject to the transaction.

The certificate must also designate whether or not the trust is revocable, and who, if any, has authority to revoke the trust. For trusts with multiple trustees, the document also specifies which trustees have signing authority, and how many are required in order to execute the trustee's powers. The certificate also cites the governing law under which the trust was formed.

Mont. Code Ann. 72-38-1013 provides that the certificate can be signed by any trustee, and signatures must be acknowledged if the document is recorded. When used in real property transfers under 72-38-1111, each acting trustee must sign before the document is recorded, and the certificate should meet all requirements of form and content for recording documents in Montana under 7-4-2636.

Recipients of the certificate can request, in addition, excerpts and/or later amendments from the trust instrument which name the trustee and confer the relevant powers upon the trustee. Requesting the entire trust document exposes the person making the request to certain liabilities ( 72-38-1013(8)).

Finally, the certificate contains a statement confirming that the trust has not been modified in any way that would cause the statements made within to be inaccurate, and the recipient "may assume without inquiry the existence of the facts contained" within ( 72-38-1013(6)).

Consult a lawyer with any questions and for professional guidance regarding certifications of trust in Montana, as each situation is unique.

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

Our Promise

The documents you receive here will meet, or exceed, the Deer Lodge 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 Deer Lodge County Certificate of Trust 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.

Reviews

4.8 out of 5 (4317 Reviews)

Dyanna B.

April 23rd, 2024

Got what I needed. Easy access.

Reply from Staff

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Gina G.

April 17th, 2024

This service is fantastic! Took a few tries to scan the document correctly, but their patience and quick turn around made this a far better experience than going to the County myself.

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Michael M.

April 17th, 2024

Great service that satisfied all my needs. Great prices too.

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NORA F.

May 19th, 2020

The guide was so helpful, really made filing out the form easy. Thanks!

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Ken D.

August 17th, 2021

The service was easy, fast, and worked well. I will be back.

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Kerry H.

January 31st, 2019

Good experience - Just what I needed

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Thank you Kerry, have an awesome day!

Patricia K.

August 8th, 2019

Able to find the information that I needed.

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Diana H.

February 10th, 2019

little expensive same document in other county is free. however quite fast in responding. and just what i needed.

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Sue D.

November 28th, 2019

Great program

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William S.

June 4th, 2021

Contents were well done. Could not remove and replace the "Deeds/" footer, rendering the form unusable for filing with a court and county deed records. This should be corrected.

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M T.

November 4th, 2019

Really nice deed form and guide the whole process was super easy.

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Kimberly W.

May 11th, 2022

Thank you for making this process so convenient.

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Chad R.

January 31st, 2020

a refreshing web based legal form site
Thanks I will recommend to friend

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Maria M.

August 30th, 2021

EASY, PAINLESS, LOVED THE USER FRIENDLY INSTRUCTIONS

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Eleody L.

January 7th, 2019

I mistakenly ordered the wrong package and within 3 minutes of asking for a replacement, I was given one by the company. I am extremely impressed with the prompt response and the forms! I will use this site again if I needed other deed forms!!!!

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