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Free Montana Transfer on Death Deed

1Get Started

2Location

3Property Details

4Grantor Details

5Grantor Spouse

6Grantee Details

7Grantees

8Grantee Trustee

9Action on Beneficiary Death

10Property Allocation

11Deed Preparation

12Prior Deed Details

13Deep Recording

14Tax Details

15Deed Recipient

16Document Margins

17Signing Details

What type of property is being transferred?
- Residential
- Commercial
- Undeveloped land

Location
Where is the property located?
Is the property in an independent city?
- Yes
- No
*Please note: A Transfer on Death Deed in California can only be used to transfer residential property, NOT commercial property or undeveloped land. If you are transferring non-residential property, consider using our Grant Deed, Quitclaim Deed, or Revocable Living Trust.*
Borough:

e.g. Kenai Peninsula
County

e.g. Los Angeles
County

e.g. Los Angeles
County

e.g. Los Angeles
County

e.g. Los Angeles
Hidden
Country

e.g. Fairfax
Address

e.g. Street, City, State, Zip Code
Address

e.g. Street, City, State, Zip Code
Address

e.g. Street, City, State, Zip Code
City

e.g. St. Louis
City

e.g. St. Louis
Different states have different rules and regulations. Your
Transfer on Death Deed will be customized for .

Property Details
Is this property your home or primary residence?
- YES
- NO
How would you like to include the property's legal land description?
- Write in later
- Specify now
What is the legal land description?

e.g. Lot, Block, Subdivision name, Plat number, Survey number, etc.
What is the source of this description?
- Prepared by an individual
- Taken from a prior document
Who prepared the legal description?
- Grantor
- Other person
Name:
What is the assessor’s parcel number?

e.g. 012-345-6789
What is the property index number?

e.g. 01-23-456-0000
What is the PIN or tax map number?

e.g. 1234 56 7890
What is the parcel ID number?

e.g. 012-345-6789
What is the assessor's parcel / account number?

e.g. 012-345-6789

Grantor Details
Who is the owner of the property ?
Grantor

e.g. Jamie Lopez Smith
Grantor

e.g. Street, City, State ZIP Code
Phone Number
Marital Status:
- Not married
- Married

Grantor's Spouse
Who is the grantor's spouse?
Full Name:

e.g. Alex Casey Smith
Same address as grantor
- Same address as grantor
Spouse's Address:

e.g. Street, City, State ZIP Code

Grantee Details
Who is receiving title to the property ?
Grantee
Type:
- Individual
- Trust
- Corporation
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Trust Name:

e.g. The Sam Li Living Trust
Trust Formation Date:
MM slash DD slash YYYY
Company Name:

e.g. XYZ Ltd.
Agent Name:

e.g. Sam Taylor Li
State of Incorporation:
Address:

e.g. Street, City, State ZIP Code
Alternate Grantee:

e.g. the surviving child(ren) of the Grantee beneficiary, Toni Ballentine, or their grandchild(ren) should there be no surviving child(ren).
Phone Number
Marital Status:
- Not married
- Married
Do you want to name an alternate grantee?
- Yes
- No
+1 grantee
- Add another grantee
Second Grantee
Type:
- Individual
- Trust
- Corporation
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Trust Name:

e.g. The Sam Li Living Trust
Trust Formation Date:
MM slash DD slash YYYY
Company Name:

e.g. XYZ Ltd.
Agent Name:

e.g. Sam Taylor Li
State of Incorporation:
Address:

e.g. Street, City, State ZIP Code
Phone Number
Marital Status:
- Not married
- Married
Do you want to name an alternate grantee?
- Yes
- No
Alternate Grantee:

e.g. the surviving child(ren) of the Grantee beneficiary, Toni Ballentine, or their grandchild(ren) should there be no surviving child(ren).
+2 grantee
- Add another grantee
Third Grantee
Type:
- Individual
- Trust
- Corporation
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Trust Name:

e.g. The Sam Li Living Trust
Trust Formation Date:
MM slash DD slash YYYY
Company Name:

e.g. XYZ Ltd.
Agent Name:

e.g. Sam Taylor Li
State of Incorporation:
Address:

e.g. Street, City, State ZIP Code
Phone Number
Marital Status:
- Not married
- Married
Do you want to name an alternate grantee?
- Yes
- No
Alternate Grantee:

e.g. the surviving child(ren) of the Grantee beneficiary, Toni Ballentine, or their grandchild(ren) should there be no surviving child(ren).
+3 grantee
- Add another grantee
Fourth Grantee
Type:
- Individual
- Trust
- Corporation
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Trust Name:

e.g. The Sam Li Living Trust
Trust Formation Date:
MM slash DD slash YYYY
Company Name:

e.g. XYZ Ltd.
Agent Name:

e.g. Sam Taylor Li
State of Incorporation:
Address:

e.g. Street, City, State ZIP Code
Phone Number
Marital Status:
- Not married
- Married
Do you want to name an alternate grantee?
- Yes
- No
Alternate Grantee:

e.g. the surviving child(ren) of the Grantee beneficiary, Toni Ballentine, or their grandchild(ren) should there be no surviving child(ren).
+4 grantee
- Add another grantee
Fifth Grantee
Type:
- Individual
- Trust
- Corporation
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Trust Name:

e.g. The Sam Li Living Trust
Trust Formation Date:
MM slash DD slash YYYY
Company Name:

e.g. XYZ Ltd.
Agent Name:

e.g. Sam Taylor Li
State of Incorporation:
Address:

e.g. Street, City, State ZIP Code
Phone Number
Marital Status:
- Not married
- Married
Do you want to name an alternate grantee?
- Yes
- No
Alternate Grantee:

e.g. the surviving child(ren) of the Grantee beneficiary, Toni Ballentine, or their grandchild(ren) should there be no surviving child(ren).
+5 grantee
- Add another grantee
Sixth Grantee
Type:
- Individual
- Trust
- Corporation
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Trust Name:

e.g. The Sam Li Living Trust
Trust Formation Date:
MM slash DD slash YYYY
Company Name:

e.g. XYZ Ltd.
Agent Name:

e.g. Sam Taylor Li
State of Incorporation:
Address:

e.g. Street, City, State ZIP Code
Phone Number
Marital Status:
- Not married
- Married
Do you want to name an alternate grantee?
- Yes
- No
Alternate Grantee:

e.g. the surviving child(ren) of the Grantee beneficiary, Toni Ballentine, or their grandchild(ren) should there be no surviving child(ren).
+6 grantee
- Add another grantee
Seventh Grantee
Type:
- Individual
- Trust
- Corporation
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Trust Name:

e.g. The Sam Li Living Trust
Trust Formation Date:
MM slash DD slash YYYY
Company Name:

e.g. XYZ Ltd.
Agent Name:

e.g. Sam Taylor Li
State of Incorporation:
Address:

e.g. Street, City, State ZIP Code
Phone Number
Marital Status:
- Not married
- Married
Do you want to name an alternate grantee?
- Yes
- No
Alternate Grantee:

e.g. the surviving child(ren) of the Grantee beneficiary, Toni Ballentine, or their grandchild(ren) should there be no surviving child(ren).
+7 grantee
- Add another grantee
Eighth Grantee
Type:
- Individual
- Trust
- Corporation
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Trust Name:

e.g. The Sam Li Living Trust
Trust Formation Date:
MM slash DD slash YYYY
Company Name:

e.g. XYZ Ltd.
Agent Name:

e.g. Sam Taylor Li
State of Incorporation:
Address:

e.g. Street, City, State ZIP Code
Phone Number
Marital Status:
- Not married
- Married
Do you want to name an alternate grantee?
- Yes
- No
Alternate Grantee:

e.g. the surviving child(ren) of the Grantee beneficiary, Toni Ballentine, or their grandchild(ren) should there be no surviving child(ren).
+8 grantee
- Add another grantee
Ninth Grantee
Type:
- Individual
- Trust
- Corporation
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Trust Name:

e.g. The Sam Li Living Trust
Trust Formation Date:
MM slash DD slash YYYY
Company Name:

e.g. XYZ Ltd.
Agent Name:

e.g. Sam Taylor Li
State of Incorporation:
Address:

e.g. Street, City, State ZIP Code
Phone Number
Marital Status:
- Not married
- Married
Do you want to name an alternate grantee?
- Yes
- No
Alternate Grantee:

e.g. the surviving child(ren) of the Grantee beneficiary, Toni Ballentine, or their grandchild(ren) should there be no surviving child(ren).
+9 grantee
- Add another grantee
Tenth Grantee
Type:
- Individual
- Trust
- Corporation
Trust Name:

e.g. The Sam Li Living Trust
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Trust Formation Date:
MM slash DD slash YYYY
Company Name:

e.g. XYZ Ltd.
Agent Name:

e.g. Sam Taylor Li
State of Incorporation:
Address:

e.g. Street, City, State ZIP Code
Phone Number
Marital Status:
- Not married
- Married
Do you want to name an alternate grantee?
- Yes
- No
Alternate Grantee:

e.g. the surviving child(ren) of the Grantee beneficiary, Toni Ballentine, or their grandchild(ren) should there be no surviving child(ren).

Grantees' Relationship
Are the first grantee and the second grantee married to each other?
- Yes
- No

Grantee's Trustee
Who are the trust's trustees
Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Add another trustee +1.1
- Add another trustee
Second Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
- Add another trustee
Third Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
- Add another trustee
Fourth Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
- Add another trustee
Fifth Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Who are the second trust's trustees
Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Add another trustee +1.2
- Add another trustee
Second Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
- Add another trustee
Third Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
- Add another trustee
Fourth Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
- Add another trustee
Fifth Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Who is the third trust's trustee?
Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Add another trustee +1.3
- Add another trustee
Second Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Add another trustee +1.3
- Add another trustee
Third Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Add another trustee +1.3
- Add another trustee
Fourth Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Add another trustee +1.3
- Add another trustee
Fifth Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Who is the fourth trust's trustee?
Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Add another trustee +2.1
- Add another trustee
Second Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Add another trustee +2.2
- Add another trustee
Third Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:

e.g. Street, City, State ZIP Code
Add another trustee +2.3
- Add another trustee
Fourth Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Add another trustee +2.4
- Add another trustee
Fifth Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Who is the fifth trust's trustee?
Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Add another trustee +3.1
- Add another trustee
Second Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Add another trustee +3.2
- Add another trustee
Third Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Add another trustee +3.3
- Add another trustee
Fourth Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Add another trustee +3.4
- Add another trustee
Fifth Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Who is the sixth trust's trustee?
Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Add another trustee +4.1
- Add another trustee
Second Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Add another trustee +4.2
- Add another trustee
Third Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Add another trustee +4.3
- Add another trustee
Fourth Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Add another trustee +4.4
- Add another trustee
Fifth Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Who is the Seventh trust's trustee?
Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Add another trustee +5.1
- Add another trustee
Second Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Add another trustee +5.2
- Add another trustee
Third Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Add another trustee +5.3
- Add another trustee
Fourth Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Add another trustee +5.4
- Add another trustee
Fifth Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Who is the Eighth trust's trustee?
Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Add another trustee +6.1
- Add another trustee
Second Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Add another trustee +6.2
- Add another trustee
Third Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Add another trustee +6.3
- Add another trustee
Fourth Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Add another trustee +6.4
- Add another trustee
Fifth Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Who is the Ninth trust's trustee?
Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Add another trustee +7.1
- Add another trustee
Second Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Add another trustee +7.2
- Add another trustee
Third Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Add another trustee +7.3
- Add another trustee
Fourth Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Add another trustee +7.4
- Add another trustee
Fifth Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Who is the Tenth trust's trustee?
Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Add another trustee +8.1
- Add another trustee
Second Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Add another trustee +8.2
- Add another trustee
Third Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Add another trustee +8.3
- Add another trustee
Fourth Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:
Add another trustee +8.4
- Add another trustee
Fifth Trustee
Full Name:

e.g. Sam Taylor Li
Address:

e.g. Street, City, State ZIP Code
Phone Number:

Action on Beneficiary Death
What happens to the property transfer if the grantee beneficiary predeceases the grantor?
- Conveyance becomes null and void (no transfer occurs)
- Property becomes part of the grantee beneficiary's estate (transfer still occurs)

Property Allocation
What type of ownership will be passed to the grantees?
- Joint tenancy
- Tenancy in common
Specify Proportions:

e.g. Magdeline Tobak will receive 75% of the share of the property and Yousef Amaro will receive 25% of the share of the property

Deed Preparation
As the person who prepared the Deed, what phone number do you want to list?

Prior Deed Details
Do you have a county recorder's reference number for the property?
- Yes
- No
Do you have details from the deed that transferred the property to the current owner?
- Yes
- No
Reference Number:

e.g. 2024-01234567
What are the details of the previous deed?
Type of Recording:
- Instrument number
- Volume and page numbers
Type of Deed:
- Quitclaim
- Warranty
- Other
Type of Deep:

e.g. mortgage
Date
MM slash DD slash YYYY
Date
MM slash DD slash YYYY
Date
MM slash DD slash YYYY
Volume:

e.g. 0123
Volume:

e.g. 0123
Volume:

e.g. 0123
Book:

e.g. AB-2024-02
Page Number:

e.g. 412-413
Page Number:

e.g. 412-413
Page Number:

e.g. 412-413
Page Number:

e.g. 412-413
Record Holder:

e.g. Robin Garcia Hernandez
Document Number:

e.g. DN123-AB1923
Instrument number

e.g. 2024-001234
Volume:

e.g. 0123
Page Number:

e.g. 412-413
Original Grantor:

e.g. Robin Garcia Hernandez
Original Grantor:

e.g. Robin Garcia Hernandez

Deed Recording
Who requested that the Deed be filed at the Office of the County Recorder?

e.g. Jamie Lopez Smith

Tax Details
Who should receive future tax statements after the Deed is recorded?
Full Name:

e.g. Robin Garcia Hernandez
Address:

e.g. Street, City, State ZIP Code

Deed Recipient
Where do you want to send the Deed after it has been recorded?
- Grantor's address
- Grantees' addresses
- Other address
Hidden
Where do you want to send the Deed after it has been recorded?
- Grantor's address
- The trust's trustees' addresses
- Other address
Full Name:

e.g. Robin Garcia Hernandez
Full Name:

e.g. Robin Garcia Hernandez
Address:

e.g. Street, City, State ZIP Code
Phone Number

Document Margins
Do you want to change the margins of the pages on your Deed?
- Yes
- No
Hidden
Section Break
What margins do you want to use
First Page Top Margin:
Other Pages Top Margin:
Last Page Bottom Margin:
Other Pages Bottom Margin:
All Side Margins:

Signing Details
Will you sign this Deed in ?
- Yes
- No
Where will you sign?
Where will your spouse sign?

Skip this step for now

Please wait, your document is being prepared.

California Transfer on Death Deed
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