Transferring Real Property from a Living Trust in Montana? Use a Trustee's Deed

In Montana, a trustee uses a trustee's deed to convey property held in a living trust. This trustee's deed is different from a trustee's deed to the purchaser at the trustee's sale.

A living trust is an estate planning tool that allows the trust maker to determine what happens to their assets upon death.

The living trust relationship involves three parties: the settlor (trust maker), who establishes the trust and funds it with assets (including real property); the trustee, who holds title to the property on behalf of the trust; and the beneficiary, who has a present or future interest in the property held in trust. The settlor is able to revoke a living trust up until his death, at which point the trust becomes irrevocable.

The trust is established by a trust instrument executed by the settlor. The instrument names the trustee -- whether an individual, multiple people, or a corporate trustee --, the beneficiaries, and the trust's terms or provisions. Because the trust cannot technically hold title, property transferred into it is titled in the name of the trustee on behalf of the trust.

The trustee's power to convey trust property is codified under the Montana Uniform Trust Code at 72-38-816(2). In Montana, the trustee's deed is a type of quitclaim deed, and so contains no warranties of title.

The deed names the acting trustee as the grantor, the trust's name and the date of the instrument establishing the trust, and, after recording, transfers title to the grantee. The document should meet all requirements of form and content for documents affecting real property in the state of Montana, including the legal description of the property being conveyed. The trustee must sign the deed in the presence of a notary public before recording.

If the recipient of a trustee's deed requests it, a trustee may also confirm his authority to enter into real property transactions by providing a recorded affidavit under Mont. Code Ann. 72-38-1111.

Contact an attorney with questions regarding living trusts and trustee's deeds in the State of Montana.

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

How to Use This Form

Select your county from the list above
Download the county-specific form
Fill in the required information
Have the document notarized if required
Record with your county recorder's office

What Others Like You Are Saying

— Daniel F.

"It was convenient to be able to download the deed template, instructions, and a completed sample dee…"

— Bernique C.

"Was very pleased to be referred by another user for needed documents. Add me to "satisfied cust…"

— Lucinda E.

"I thought this form was great and easy to complete but the instructions were unclear as to whether t…"

— Robert S.

"Were unable to help me because of the recorders office but credited my account promptly"

— Della M.

"Very easy to purchase with immediate use of all of the forms that you need for probate of property. …"

Common Uses for Trustee Deed

Distribute inherited property among multiple heirs
Document a change of trustee for properties held in trust
Transfer property out of an estate after probate
Convey property as directed by a will or court order
Transfer property from a trust to a beneficiary

Compare other Montana deed forms and documents

Quitclaim Deed Gift Deed Warranty Deed Special Warranty Deed Grant Deed Correction Deed Deed of Trust and Promissory Note Substitution of Trustee-for Trust Indenture/Deed of Trust Deed of Full Reconveyance - for Trust Indenture/Deed of Trust Substitution of Trustee and Deed of Full Reconveyance - for Trust Indenture/Deed of Trust Assignment of Trust Indenture/Deed of Trust Easement Deed Termination of Easement Beneficiary Deed Beneficiary Deed Revocation Beneficiary Deed Affidavit of Death Affidavit of Deceased Joint Tenant Mineral Deed Mineral Deed with Quitclaim Covenants Personal Representative Deed Personal Representative Deed of Distribution Certificate of Trust Disclaimer of Interest

Important: County-Specific Forms

Our trustee deed forms are specifically formatted for each county in Montana.

After selecting your county, you'll receive forms that meet all local recording requirements, ensuring your documents will be accepted without delays or rejection fees.

Back to Montana Forms