- (1) Licensees must maintain trust account records and real estate related documents for eight years from the date of receipt or the date the transaction was completed, whichever is the latest, including sales contracts, offers, leases and options, agency agreements, and closing statements.
Authorizing statute(s): 37-1-131, MCA
Implementing statute(s): 37-1-131, MCA
History: NEW, 2025 MAR, Notice No. 2025-125, Eff. 8/23/25.