Montana Forms

Flathead County Certificate of Trust Form

Flathead County Certificate of Trust Form

Flathead County Certificate of Trust Form

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

Document Last Validated 8/5/2025
Flathead County Certificate of Trust Guide

Flathead County Certificate of Trust Guide

Line by line guide explaining every blank on the form.

Document Last Validated 5/19/2025
Flathead County Completed Example of the Certificate of Trust Document

Flathead County Completed Example of the Certificate of Trust Document

Example of a properly completed form for reference.

Document Last Validated 7/16/2025

All 3 documents above included • One-time purchase • No recurring fees

Immediate Download • Secure Checkout

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

Where to Record Your Documents

Flathead County Clerk / Recorder
Address:
800 South Main St, Rm 114
Kalispell, Montana 59901-5420

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

Phone: (406) 758-5526

Recording Tips for Flathead County:
  • White-out or correction fluid may cause rejection
  • Check that your notary's commission hasn't expired
  • Leave recording info boxes blank - the office fills these

Cities and Jurisdictions in Flathead County

Properties in any of these areas use Flathead County forms:

  • Bigfork
  • Columbia Falls
  • Coram
  • Essex
  • Hungry Horse
  • Kalispell
  • Kila
  • Lake Mc Donald
  • Lakeside
  • Marion
  • Martin City
  • Olney
  • Polebridge
  • Somers
  • West Glacier
  • Whitefish

View Complete Recorder Office Guide

Hours, fees, requirements, and more for Flathead County

How do I get my forms?

Forms are available for immediate download after payment. The Flathead 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 Flathead County?

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Flathead 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 Flathead 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.

How much does it cost to record in Flathead County?

Recording fees in Flathead County vary. Contact the recorder's office at (406) 758-5526 for current fees.

Questions answered? Let's get started!

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)

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

This Certificate of Trust meets all recording requirements specific to Flathead County.

Our Promise

The documents you receive here will meet, or exceed, the Flathead 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 Flathead 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.

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MARK S.

February 28th, 2020

I filed my beneficiary deed today and it went off without a hitch. I really appreciated the guidelines and the example that came with the form The guide lines cleared up some questions I had regarding tenancy by the entirety which I had been trying to figure out.

Reply from Staff

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Mary L.

March 25th, 2023

Super easy, fast recording time. 100% recommend.

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Tim R.

May 9th, 2019

Quick and efficient

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Susan Z.

February 1st, 2019

Helpful website. Couldn't use the forms for my situation and area

Reply from Staff

Thank you for your feedback Susan. We don't want you to have to pay for something you didn't use, we've gone ahead and canceled your order and payment. Have a great day!

Kimberly M.

May 20th, 2019

Great service once again from Deeds.com. I will be using them again in the future.

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Teri B.

January 7th, 2019

Glad to have all of the helpful extra information, even though they don't answer all questions for all situations. So, I accessed public records and asked questions at the auditor's office. Also, on my Mac computer, filling out the actual deed form is a challenge because the screen jumps to the last page everytime I try to type a few letters or hit the return key, so I'm rollling back up to the first 2 pages after most keystrokes. A bit annoying. Overall, happy to have these form options are available! There is really no need to wait and pay for an attorney when all the information needed is available via public records. Fill in the blanks!

Reply from Staff

Thanks so much for the feedback Teri. There are known issues between Adobe and Mac, we try to work around them as much as possible. Have a wonderful day!

Wilma D.

August 7th, 2020

The certification of trust looks fine to me. I printed it and filled it out and had it notarized today. I have not sent it to the company that wants it yet so that will be the test. They are very picky. If they have any comment I will let you know.

Reply from Staff

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

Shonda S.

April 5th, 2023

This is my first time using the site for business and I must say this site made it so easy for me. I was so lost, thank you so much.

Reply from Staff

Thank you!

Ronald T H.

June 21st, 2019

Wow ! Easy to use. Thanks Ron Holt

Reply from Staff

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Kenneth S.

December 30th, 2018

Navigating the site was fine, but the service was not able to find my deed. Still have not received my refund.

Reply from Staff

Thanks for your feedback Kenneth. Sorry we were not able to pull the deed for your property. We voided your payment on December 28, 2018. Sometimes, depending on your financial institution, it can take a few days for the pending charge (hold) to expire.

Ronald M.

April 18th, 2019

Easy to use but can't seem to find LOGOUT control????

Reply from Staff

Thank you for the feedback Ronald. (The Sign Out control is on the top right of the account page)

Gary K.

November 15th, 2019

Straightforward and pretty easy to use. The only downside is that there is no way to contact them directly. The number on the website is answered only by a voicemail with no return calls. Pricing seems fair compared to other services and much more efficient that filing "over the counter."

Reply from Staff

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Jolene K.

June 6th, 2022

The forms were easy to download and use. I'm satisfied with it. The sample and the instructions were very helpful.

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Thank you!

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June 17th, 2023

Just the website I needed. Very detailed and efficient.

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Bertha V. G.

May 17th, 2019

Great information and very easy to understand.

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