Flathead County Substitution of Trustee-for Trust Indenture/Deed of Trust Form (Montana)
All Flathead 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 Flathead County compliant document last validated/updated 9/27/2024
Substitution of Trustee Guidelines
Line by line guide explaining every blank on the form.
Included Flathead 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 Flathead County compliant document last validated/updated 10/31/2024
The following Montana and Flathead 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 Flathead County. The executed documents should then be recorded in the following office:
Flathead County Clerk / Recorder
800 South Main St, Rm 114, Kalispell, Montana 59901-5420
Hours: 8:00am to 5:00pm M-F
Phone: (406) 758-5526
Local jurisdictions located in Flathead County include:
- Bigfork
- Columbia Falls
- Coram
- Essex
- Hungry Horse
- Kalispell
- Kila
- Lake Mc Donald
- Lakeside
- Marion
- Martin City
- Olney
- Polebridge
- Somers
- West Glacier
- Whitefish
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 Flathead 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 Flathead County using our eRecording service.
Are these forms guaranteed to be recordable in Flathead County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Flathead 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 Flathead County that you need to transfer you would only need to order our forms once for all of your properties in Flathead County.
What are supplemental forms?
Often when a deed is recorded, additional documents are required by Montana or Flathead 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 Flathead 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 Flathead 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 Flathead 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.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Gloria R.
September 12th, 2023
The website was easy.rn
Thank you!
Pamela F.
March 24th, 2019
Very easy to use and had my forms paid for and downloaded very quickly.
Thank you for your feedback Pamela. Have a fantastic day!
Nellouise S.
April 10th, 2019
Documents are ok but I needed to reword some of the verbiage and it cannot be edited without paying a monthly or annual membership.
otherwise it is a very nice site.
Thank you for your feedback. We really appreciate it. Have a great day!
Patricia W.
December 16th, 2019
Easy to use with the itemized instruction.
Thank you for your feedback. We really appreciate it. Have a great day!
David C.
December 14th, 2018
I needed to file an affidavit of succession. I downloaded the forms and filled in the blanks. The instructions and example sheet were very helpful.
I got the paper recorded with the county today and all went smoothly.
Good product.
Thank you for your feedback. We really appreciate it. Have a great day!
Susan P.
May 25th, 2021
Very easy to use, responsive help when the document was initially rejected and very fast service (recorded the deed within 24 hours).
Thank you for your feedback. We really appreciate it. Have a great day!
Shari S.
May 3rd, 2022
Deeds.com is a wonderful resource providing helpful information, forms, examples, and instructions.
Thank you for your service.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Albo A.
September 25th, 2020
Deeds.com was fast and easy to file documents
Thank you!
Ming W.
December 22nd, 2020
couldn't believe how efficient and perfect job you have done!! I will recommend your website to all friends.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Bernadette G.
February 4th, 2019
I LOVE that very concise directions and a sample completed deed were included. They were incredibly helpful. I did like the quick response to questions and the refund of my purchase when they were unable to find a deed I needed. I wasn't sure if I could trust this site, but my deed transfer went through without a hitch with the paperwork that was provided/purchased.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Katherine W.
January 24th, 2019
I was impressed by the completeness of the package of forms PLUS instructions. Particularly helpful is the filled in sample, which enables you to see what a correct, completed deed ought to look like.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Joey S.
March 5th, 2022
This is the easiest process ever!
Thank you!