Fergus County Substitution of Trustee-for Trust Indenture/Deed of Trust Form (Montana)

All Fergus County specific forms and documents listed below are included in your immediate download package:

Substitution of Trustee Form

Fergus County Substitution of Trustee Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included Fergus County compliant document last validated/updated 9/27/2024

Substitution of Trustee Guidelines

Fergus County Substitution of Trustee Guidelines

Line by line guide explaining every blank on the form.
Included Fergus County compliant document last validated/updated 9/6/2024

Completed Example of a Substitution of Trustee Document

Fergus County Completed Example of a Substitution of Trustee Document

Example of a properly completed form for reference.
Included Fergus County compliant document last validated/updated 10/31/2024

When using these Substitution of Trustee-for Trust Indenture/Deed of Trust forms, the subject real estate must be physically located in Fergus County. The executed documents should then be recorded in the following office:

Fergus County Clerk / Recorder

712 West Main St, Lewistown, Montana 59457

Hours: 8:00am-5:00pm M-F

Phone: (406) 538-5242

Local jurisdictions located in Fergus County include:

  • Buffalo
  • Coffee Creek
  • Denton
  • Forest Grove
  • Grass Range
  • Hilger
  • Lewistown
  • Moore
  • Roy
  • Winifred

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 Fergus 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 Fergus County using our eRecording service.
Are these forms guaranteed to be recordable in Fergus County?

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Fergus 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 Fergus County that you need to transfer you would only need to order our forms once for all of your properties in Fergus County.

What are supplemental forms?

Often when a deed is recorded, additional documents are required by Montana or Fergus 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 Fergus 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 Fergus 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 Fergus 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.

Reply from Staff

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

Reply from Staff

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.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

John H.

August 1st, 2019

Great service

Reply from Staff

Thank you!

THOMAS K.

August 17th, 2020

Very pleased with all info and forms

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Lavonia L.

October 7th, 2024

Found exactly what I was looking for and it helped tremendously.

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Robert S.

January 23rd, 2019

The cost was well worth it. It was very easy to download, fill in the necessary information and then print the deed. I filed my need deed today and everything was complete and accurate because of the example you provided.

Reply from Staff

Thanks Robert, we appreciate your feedback!

Laura H.

January 12th, 2023

Process was easy. The instructions for TOD and a sample completed form was very helpful. E-recording of deed saved a trip to the county building and well worth the very reasonable charge.

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Janet J.

December 15th, 2022

These forms were very easy to both download and print, as well as fill out on the site and then print. The instructions are clear and concise. We have not yet been to the County to file them, but we are expecting no issues.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Kathy O.

December 2nd, 2021

I was so happy to be able to print the Quit Claim Deed form and learn about other forms. Very pleased with this service! Took the stress out of preparing needed deeds for notirization for our Trust. Very grateful. Thank you. Kathy

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Veronica S.

June 4th, 2020

Very convenient and quick. I will definitely use it again.

Reply from Staff

Thank you!

Dianna K.

August 14th, 2019

Excellent customer service - couldnt have been any more helpful, with a smile I could hear through the phone!

Reply from Staff

Thank you!

Paul R.

May 19th, 2021

So far, so good. Great looking site.

Reply from Staff

Thank you!

Colleen N.

March 30th, 2021

The instruction were very clear and the sample was also very helpful.

Reply from Staff

Thank you!

JOSEPH W.

September 17th, 2021

Easy peezy!

Reply from Staff

Thank you!