Fallon County Certificate of Trust Form (Montana)

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

Certificate of Trust Form

Fallon County Certificate of Trust Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included Fallon County compliant document last validated/updated 1/28/2025

Certificate of Trust Guide

Fallon County Certificate of Trust Guide

Line by line guide explaining every blank on the form.
Included Fallon County compliant document last validated/updated 5/19/2025

Completed Example of the Certificate of Trust Document

Fallon County Completed Example of the Certificate of Trust Document

Example of a properly completed form for reference.
Included Fallon County compliant document last validated/updated 3/6/2025

When using these Certificate of Trust forms, the subject real estate must be physically located in Fallon County. The executed documents should then be recorded in the following office:

Fallon County Clerk / Recorder

10 West Fallon Ave / PO Box 846, Baker, Montana 59313

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

Phone: (406) 778-7106

Local jurisdictions located in Fallon County include:

  • Baker
  • Plevna
  • Willard

How long does it take to get my forms?

Forms are available immediately after submitting payment.

How do I get my forms, are they emailed?

Immediately after you submit payment, the Fallon 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 provided to you. If you encounter any issues accessing your forms, please reach out to our support team for assistance. Forms are NOT emailed to you.

What does "validated/updated" mean?

This indicates the most recent date when at least one of the following occurred:

  • Updated: The document was updated or changed to remain compliant.
  • Validated: The document was examined by an attorney or staff, or it was successfully recorded in Fallon County using our eRecording service.
Are these forms guaranteed to be recordable in Fallon County?

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

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 Fallon County that you need to transfer you would only need to order our forms once for all of your properties in Fallon County.

What are supplemental forms?

Often when a deed is recorded, additional documents are required by Montana or Fallon 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.

What type of files are the forms?

All of our Fallon 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.

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.

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.

Are there any recurring fees involved?

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

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 Fallon 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 Fallon 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.

4.8 out of 5 - ( 4557 Reviews )

Nigel S.

June 24th, 2025

Very simple to use. The 'completed examples' are very helpful.

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Robert H.

June 23rd, 2025

Great service, easy way to get accurate documents

Reply from Staff

Thanks, Robert! We're glad you found the service easy to use and the documents accurate—just what we aim for. Appreciate you taking the time to share your experience!

Andre H.

June 19th, 2025

World class forms, great for someone like me that has no clue what I'm doing! Always better to let the pros do it than think one knows it all and gets themselves in trouble!

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Gerald S.

August 15th, 2022

The paperwork for our transfer on death deed was easy to fill out and the county has excepted it for recording
Very satisfied.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Troy B.

July 8th, 2020

Very pleased with website very simple to navigate through

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Stephanie B.

December 17th, 2021

Site is SO easy to use. Thank you for such a valuable resource.

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Mark S.

September 14th, 2022

Very easy site to navigate. The quit claim deed I downloaded was perfect for my needs. Would like to see a (Deed in Lieu of Foreclosure) added to the forms list.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Margaret F.

September 15th, 2021

They were very responsive although not able to find the document I was requesting.
Will be checking to make sure they refunded the fee on my credit card

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Jamie P.

July 28th, 2022

The forms are easy to download. Easy to fill out. The information on the site and on the web provided by Deeds.com have been immensely helpful.

Reply from Staff

Thank you!

Bonnie C.

July 16th, 2019

User friendly an FAST to access and use!
Highly recommended.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Laurie B.

June 23rd, 2021

You have made this process so simple - I can see it would have been complicated and frustrating without Deeds.com. Thank you!

Reply from Staff

Thank you!

Vickey W.

February 5th, 2021

Your company was great, you all walked me through every step of the process. With the pandemic and the inability to go into the DC Recorder of Deeds office. I look forward to working with you in the future.

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Dennis H.

June 26th, 2019

Thank you for this program.
It will help in the future.
Dennis Holt

Reply from Staff

Thank you!

Ethan N.

January 11th, 2021

Quick, responsive service always!! Preferred way to record documents.

Thanks Deeds.com!!

Reply from Staff

Thank you!

Charles F.

April 28th, 2020

Hi

Please do not take time to respond to my previous inquiry - - - I figured it out.

Deeds.com is a great tool for those of us who have occasional need for your type of services.
Thanks !

Chuck

Reply from Staff

Thank you!