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

Flathead County 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

Flathead County 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

Flathead County 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

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 - ( 4420 Reviews )

Jimmy W.

November 1st, 2024

Very thorough with plenty of instructions. Nice to be able to fill in the forms on my computer at my own pace and edit if needed. Jim

Reply from Staff

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

RUTH A.

October 25th, 2024

I am so very thankful for the service that you provide for the public, thank you very much.

Reply from Staff

We deeply appreciate the trust you have placed in our services. Thank you for your valuable feedback and for choosing us.

Nancy R.

October 25th, 2024

Deeds.com is very precise, helpful and friendly. I found the form I needed without any effort and everything worked perfect and smooth. I recommend it 100%. rnThank you.

Reply from Staff

We are delighted to have been of service. Thank you for the positive review!

Holly K.

November 4th, 2022

This is the simplest way to record a deed ever. Just uploaded the deed and the professionals at deed.com did the rest. Within 8 hours, I had my recorded deed back. The price is fantastic. It would have cost me more in gas to drive to the county where I had to record the deed.

Reply from Staff

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

Sheneda A.

November 23rd, 2022

Great!

Reply from Staff

Thank you!

Seth T.

January 8th, 2019

THE BEST WEBSITE I HAVE EVER SEEN FOR LEGAL DOCUMENTS!!! THANKS

Reply from Staff

Thanks Seth, we appreciate your feedback.

Reida S.

September 29th, 2020

Have used two times. Smooth transaction both times. Fast, simple and easy to use system. Would use them again in the future.

Reply from Staff

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

Kenneth J.

June 15th, 2021

Great product; Got the Job done.

Reply from Staff

Thank you!

scott m.

February 21st, 2021

thanks- easy as pie.

Reply from Staff

Thank you!

Ashley H.

September 21st, 2020

Thank you for the quick response time messaging back and forth to get this completed, and also the fairly speedy e-recording! Excellent customer service!!!

Reply from Staff

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

Debbie M.

August 21st, 2019

Everything that I needed was included. I appreciate that there was a sample as well as the step-by-step directions included in the download. I would definitely recommend this site to anyone that needs it.

Reply from Staff

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

Adan S.

February 9th, 2020

Five star

Reply from Staff

Thank you!

TAMMIE M.

November 20th, 2020

The site worked well for me.

Reply from Staff

Thank you!

WJ H.

December 6th, 2021

The Quit Claim Deed for the state of Ohio worked for me, saving me the cost of an attorney doing it. O.K., maybe that wouldn't have amounted to more than a few hundred dollars, but anywhere I thought I could save money (and learn something new on top of it) is something I want to do.

That said, be forwarned. While I'm not an attorney I'm not averse to spending many hours researching the lingo found in this kind of form and thoroughly understanding exactly how everything has to be filled in.

I should add that my ex-wife and I remain friends and she was the one giving me the property/house (thus, technically I filled out the forms on her behalf). Because there was no personal conflict, it made it easier to undertake.

Lastly, what others have said about the county office where you must file a Quit Claim Deed not being helpful, that's true in the sense that they do not want to be instructing non-attorneys on filling out the necessary forms. I did take a preliminary draft set of the forms to the county office but was VERY CAREFUL about explaining that I only needed a couple of questions answered about procedure for submitting the final documents. They were helpful once I made it clear I wasn't asking them for "legal advice". And their help was critical as the final submittals requires stopping at three different offices (MapDocuments, Auditor and finally the Recorder's office).

So I say thank you to Deeds.com. Their service for the Quit Claim Deed was invaluable.

Reply from Staff

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

Giuseppina M.

October 24th, 2024

Fast, reliable excellent service

Reply from Staff

Your feedback is greatly appreciated. Thank you for taking the time to share your experience!