Surveyor's preparing Deeds
In Montana, their are a few different forms of certificates of surveys.
If you go out and perform a retracement survey of an old deed for a parcel of land of land being "that portion of Section 12, being North of highway 123234. Bringing more particularly described as (insert surveyed legal description). The COS is filed and no need for deeds to be transferred. Very similar to what a Record of Survey is referred in other states.
You can also perform a certificate of survey to transfer a parcel to an immediate family member. Which you then, in most counties are required to immediately transfer to the individual named in the landowners dedication. This requires the filing of deeds with the COS transferring the parcel to the named individual family member. This historically has been available to transfer to another individual immediately. In a few days this will no longer be allowed, due to a soon to be signed piece of legislation. A holding period will be required, unless a county allows immediate transfer. That's a whole different conversation and can of worms.
Another form of certificate of survey is the boundary line adjustment, this is also recorded as a COS if it is outside of a platted subdivision. You move the allowed lines and file a COS for the newly named tracts. If the lines moved involve lots without common ownership, you are required to file deeds with it to keep title intact. The question comes up if the parcels are owned by the same person, can you move lot lines and not file new deeds. Then at a point later in time, convey one of the new lots and record the deed at that. This is where the biggest difference is between counties. Some require deeds to be filed even if the lots are under common ownership. State statute only requires the filing of deeds when the line moved is between adjacent property owners. Also due to our illustrious legislature here in MT, you can now only adjust boundaries between lots under common ownership. You accidently build half a garage on your neighbors lot......hello major subdivision and the whole 9 yards. But like I said previously, that's a whole different conversation.
Just a quick summary of what a "Certificate of Survey" is in Montana. It's not exactly a specific type of survey.
As for preparing the deeds in Montana, I wouldn't touch it with a ten foot stick.
Sad but true. The conference committee slid the boundary line adjustment in. You can click on the link and download the current bill. The bill is on the way to the governor, hopefully this train wreck gets vetoed.
Where I work a surveyor writing a deed would be practicing law without a license. You could get into big trouble.
A lot of cities and counties in California provide boilerplate deed cover sheets for various types of transactions. Some municipalities want you to fill in the pertinent information, others do it themselves. So it's a mixed bag here.
I believe the language of the boundary description, "Exhibit A", should be prepared by a licensed surveyor, but there are exceptions here.
The strongest statement I see in the States I've checked is the preparation is not practicing law, but advising others of legal rights and duties is.
In Maryland, a non-attorney can prepare as many deeds as they want; recording them is another matter entirely:
Maryland Code [Real Property §3-104(f)(1)] requires an attorney to certify that any deed, mortgage or deed of trust has been prepared by an attorney or under an attorney’s supervision, or a certification that the instrument was prepared by one of the parties named in the instrument, in order to record the instrument.