Pass your real estate property on to a beneficiary when you die, without putting it through probate, with these Montana Beneficiary Deed Forms.
- The Beneficiary Deed (or TOD, for short) must be signed and registered with the County Recorder's Office before the original owner passes away.
- Even though title to the property is being transferred into the beneficiary's name, you will still have all the ownership rights to the property, and you can deal with the property in any way you like, without requiring the permission or consent of the beneficiary. You can even sell the property.
- The file also includes a Revocation of Beneficiary Deed, so you can cancel the Beneficiary Deed at any time after it has been recorded.
These Montana Beneficiary Deed Forms are downloadable legal forms. Fill them in, sign them, get them notarized, and have them recorded.
Document prepared by (after recording return to): Name: Company: Address: Address 2: City, State, Zip: Phone: --Above this line reserved for official use only-- BENEFICIARY DEED STATE OF MONTANA COUNTY OF __________________ I/We, ____________________________________ [insert name(s) of the property owner(s)] (hereinafter referred to as the “Grantor”), do hereby convey to _______________________________ [insert name(s) of beneficiary(ies)] (hereinafter referred to as the “Grantee Beneficiary”), effective on my/our death, the following real property located at _____________________________________ [address], __________________ [city], ________ County, Montana: [insert legal description of property] If a Grantee Beneficiary predeceases the Grantor, the conveyance to that Grantee Beneficiary shall either (choose one): [ ] Become void. [ ] Become part of the estate of the Grantee Beneficiary. IN WITNESS WHEREOF, Grantor has signed and sealed this beneficiary deed on the ________ day of ____________________, __________. SIGNED AND DELIVERED by the within named [insert name of grantor] [signature of grantor] (Seal) in the presence of [signature of witness] -2- -3- Acknowledgement STATE OF MONTANA | COUNTY OF ______________________, SS: _______________ On the _______ day of ________________________, __________, __________________________________ personally appeared before me, the undersigned Notary Public, and acknowledged
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