Carbon County Substitution of Trustee-for Trust Indenture/Deed of Trust Form (Montana)
All Carbon County specific forms and documents listed below are included in your immediate download package:
Substitution of Trustee Form
Fill in the blank form formatted to comply with all recording and content requirements.
Included Carbon County compliant document last validated/updated 9/27/2024
Substitution of Trustee Guidelines
Line by line guide explaining every blank on the form.
Included Carbon County compliant document last validated/updated 9/6/2024
Completed Example of a Substitution of Trustee Document
Example of a properly completed form for reference.
Included Carbon County compliant document last validated/updated 10/31/2024
The following Montana and Carbon County supplemental forms are included as a courtesy with your order:
When using these Substitution of Trustee-for Trust Indenture/Deed of Trust forms, the subject real estate must be physically located in Carbon County. The executed documents should then be recorded in the following office:
Carbon County Clerk / Recorder
17 West 11th St / PO Box 887, Red Lodge, Montana 59068
Hours: 8:00am-5:00pm M-F
Phone: (406) 446-1220
Local jurisdictions located in Carbon County include:
- Bearcreek
- Belfry
- Boyd
- Bridger
- Edgar
- Fromberg
- Joliet
- Red Lodge
- Roberts
- Roscoe
How long does it take to get my forms?
Forms are available immediately after submitting payment.
How do I get my forms, are they emailed?
Immediately after you submit payment, the Carbon County forms you order will be available for download directly from your account. You can then download the forms to your computer. If you do not already have an account, one will be created for you as part of the order process, and your login details will be provided to you. If you encounter any issues accessing your forms, please reach out to our support team for assistance. Forms are NOT emailed to you.
What does "validated/updated" mean?
This indicates the most recent date when at least one of the following occurred:
- Updated: The document was updated or changed to remain compliant.
- Validated: The document was examined by an attorney or staff, or it was successfully recorded in Carbon County using our eRecording service.
Are these forms guaranteed to be recordable in Carbon County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Carbon County including margin requirements, content requirements, font and font size requirements.
Can the Substitution of Trustee-for Trust Indenture/Deed of Trust forms be re-used?
Yes. You can re-use the forms for your personal use. For example, if you have more than one property in Carbon County that you need to transfer you would only need to order our forms once for all of your properties in Carbon County.
What are supplemental forms?
Often when a deed is recorded, additional documents are required by Montana or Carbon County. These could be tax related, informational, or even as simple as a coversheet. Supplemental forms are provided for free with your order where available.
What type of files are the forms?
All of our Carbon County Substitution of Trustee-for Trust Indenture/Deed of Trust forms are PDFs. You will need to have or get Adobe Reader to use our forms. Adobe Reader is free software that most computers already have installed.
Do I need any special software to use these forms?
You will need to have Adobe Reader installed on your computer to use our forms. Adobe Reader is free software that most computers already have installed.
Do I have to enter all of my property information online?
No. The blank forms are downloaded to your computer and you fill them out there, at your convenience.
Can I save the completed form, email it to someone?
Yes, you can save your deed form at any point with your information in it. The forms can also be emailed, blank or complete, as attachments.
Are there any recurring fees involved?
No. Nothing to cancel, no memberships, no recurring fees.
In this form the current beneficiary/lender appoints a new trustee/successor trustee in place of the current trustee for a Trust Indenture/Deed of Trust.
71-1-306. Qualifications of trustee -- successor trustee.
(1) The trustee of a trust indenture under this part must be:
(a) an attorney who is licensed to practice law in Montana;
(b) a bank, trust company, or savings and loan association authorized to do business in Montana under the laws of Montana or the United States; or
(c) a title insurer or title insurance producer or agency authorized to do business in Montana under the laws of Montana.
(2) The beneficiary may appoint a successor trustee at any time by filing for record, in the office of the clerk and recorder of each county in which the trust property or some part of the trust property is situated, a substitution of trustee. The substitution must identify the trust indenture by stating the names of the original parties to the trust indenture and the date of recordation and the book and page where the information is recorded, must state the name and mailing address of the new trustee, and must be executed and acknowledged by all of the beneficiaries designated in the trust indenture or their successors in interest. From the time the substitution is filed for record, the new trustee is vested with all the power, duties, authority, and title of the trustee named in the trust indenture and of any successor trustee.
(Montana SOT Package includes form, guidelines, and completed example) For use in Montana only.
Our Promise
The documents you receive here will meet, or exceed, the Carbon County recording requirements for formatting. If there's an issue caused by our formatting, we'll make it right and refund your payment.
Save Time and Money
Get your Carbon County Substitution of Trustee-for Trust Indenture/Deed of Trust form done right the first time with Deeds.com Uniform Conveyancing Blanks. At Deeds.com, we understand that your time and money are valuable resources, and we don't want you to face a penalty fee or rejection imposed by a county recorder for submitting nonstandard documents. We constantly review and update our forms to meet rapidly changing state and county recording requirements for roughly 3,500 counties and local jurisdictions.
4.8 out of 5 - ( 4434 Reviews )
James S.
November 21st, 2024
Forms used, created quitclaim deed that the county accepted without a second look (turns out they see deeds.com forms regularly via erecording and in person). Will be back for any real estate related forms I need and they carry. Will always be my first stop. Also, will use erecording next time, mad I didn't see it this time.
Thanks for the kind words James, glad we could help. Look forward to seeing you again.
Thomas G.
November 21st, 2024
Wasn’t what I expected
Sorry to hear that your expectations were missed. Your order has been canceled. We do hope that you find something more suitable to your expectations elsewhere. Do keep in mind that purchasing legal forms should not be an exploratory endeavor.
Jimmy P.
November 20th, 2024
They sent me everything I would need to do this. Easy purchase -Easy download. Great!! I'll be back here for all my document needs.
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Viviana Hansen M.
March 3rd, 2024
I was thrilled that I could execute the paperwork for a lady bird deed here in Florida ! rnThank you
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April 27th, 2020
Your website was very easy to navigate and I accomplished my single task successfully. It was accomplished with zero issues and in a timely fashion. When or if the need arises, I will definitely use your service again. Thank you!
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Richard G.
August 28th, 2022
I was not able to add more linea to the deed and add up to four people and their addresses. The document should be able to be expanded.
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Nancy D.
July 30th, 2019
Program works well. Saves a lot of time trying to find out what you need to do.
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September 18th, 2020
Was very easy and helpful. No going down to the courthouse
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December 18th, 2020
Prompt efficient service.
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John K.
July 11th, 2020
I was unable to finish what I started due to computer crash. I'll get back soon. I paid off my mortgage last year in November. I need to see what to do to get the deed to my property.
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May 9th, 2019
Thank you! This is very helpful
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February 25th, 2020
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January 8th, 2021
Deed.com was very user friendly, made recording convenient and fast responses. I do recommend.
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November 17th, 2020
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November 9th, 2021
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