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Beneficiary Deeds in Montana
Wills/Estates

MT200707HR.pdf

Form Instructions

INSTRUCTIONS: BENEFICIARY DEEDS IN MONTANA

This article discusses an information document made available on the website maintained by the Montana State University Extension concerning the uses of beneficiary deeds in Montana.

Beneficiary Deeds In Montana Step 1: The first four pages contain general information about beneficiary deeds in Montana.

Beneficiary Deeds In Montana Step 2: The second half of the fourth page contains sample statutory language for a beneficiary deed. Enter the name of the owner on the first blank line.

Beneficiary Deeds In Montana Step 3: Enter the name of the grantee beneficiary on the second blank line.

Beneficiary Deeds In Montana Step 4: Enter a legal description of the real property in question on the third blank line.

Beneficiary Deeds In Montana Step 5: Check the first statement if you wish for the conveyance to become part of the estate of the grantee beneficiary if they die prior to the owner.

Beneficiary Deeds In Montana Step 6: Check the second statement if you wish for the conveyance to become void in the event the grantee beneficiary dies prior to the owner.

Beneficiary Deeds In Montana Step 7: Enter the date on the next blank line.

Beneficiary Deeds In Montana Step 8: Enter your signature on the next blank line.

Beneficiary Deeds In Montana Step 9: Have the form certified by a notary public.

Beneficiary Deeds In Montana Step 10: The next page contains a sample of statutory language for a revocation of a beneficiary deed. Enter the month, date and year of the beneficiary deed on the first three blank lines.

Beneficiary Deeds In Montana Step 11: Enter the book and page number on which the beneficiary deed is recorded on the next two blank lines.

Beneficiary Deeds In Montana Step 12: Enter the instrument number of the beneficiary deed on the next blank line.

Beneficiary Deeds In Montana Step 13: Enter the county of record on the next blank line.

Beneficiary Deeds In Montana Step 14: Enter a legal description of the property on the next blank line.

Beneficiary Deeds In Montana Step 15: Enter the month, date and year on the next three blank lines.

Beneficiary Deeds In Montana Step 16: Enter your signature on the next blank line.

Beneficiary Deeds In Montana Step 17: Have the form certified by a notary public.

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