Lake County Substitution of Trustee-for Trust Indenture/Deed of Trust Form (Montana)
All Lake 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 Lake County compliant document last validated/updated 9/27/2024
Substitution of Trustee Guidelines
Line by line guide explaining every blank on the form.
Included Lake 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 Lake County compliant document last validated/updated 10/31/2024
The following Montana and Lake 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 Lake County. The executed documents should then be recorded in the following office:
Lake County Clerk / Recorder
106 Fourth Ave East, Polson, Montana 59860
Hours: 8:00am-5:00pm M-F
Phone: (406) 883-7208 and 7210
Local jurisdictions located in Lake County include:
- Arlee
- Big Arm
- Charlo
- Dayton
- Elmo
- Pablo
- Polson
- Proctor
- Ravalli
- Rollins
- Ronan
- Saint Ignatius
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 Lake 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 Lake County using our eRecording service.
Are these forms guaranteed to be recordable in Lake County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Lake 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 Lake County that you need to transfer you would only need to order our forms once for all of your properties in Lake County.
What are supplemental forms?
Often when a deed is recorded, additional documents are required by Montana or Lake 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 Lake 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 Lake 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 Lake 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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October 23rd, 2024
This was my first time using Deeds.com and I was very impressed on the professionalism and the expediency of the recording. Will definitely be using them again. rnrnStacey H.
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carol g.
May 3rd, 2019
very good. got my info in minuetes. thank you
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Joseph L.
February 11th, 2019
Very easy to fill out and and saved a lot of extra cost by doing it ourselves and getting it notarized.
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Ricardo M.
December 30th, 2021
easy to use
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Dennis D.
August 4th, 2022
Heard about this service from a lawyer who said their offic used it quite a bit.
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Margaret T.
May 6th, 2022
Had a difficult time finding my download after purchase. Thankfully I had printed the form and had. However it was read only and I'm not experienced enough to be able to change that. So I went into my word program and typed in the form. I should be able to use it for my purpose. Just glad I was finally able to find it after hours of searching online. I'm in my 70's and not real computer intelligent which may have been part of the problem
Sorry to hear of your struggle Margaret, we will try harder to make our forms easier for everyone.
Gary A.
March 15th, 2019
I believe this is the way to go
without the need of a lawyer.
Fast downloads, very informative,
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August 30th, 2020
Very straight forward easy to use. No need to hunt for the information or forms you ate looking for, every thing is right there just click on the link and voila!
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Robert K.
December 26th, 2018
This deed helped me a lot
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Nanette G.
March 4th, 2020
The Website was easy to use.
I live in Houston Texas and mother recently passed away in California and I need affidavit of joint tenant forms.
I was provided all the forms necessary to complete the documents.
I had been a legal secretary in California about 20 years ago and just need the current forms and received them all very quickly.
Thank you!
George A. M.
August 10th, 2022
User friendly and fast to use. I was pleased with experience.
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Sally Ann C.
November 16th, 2019
Thank you for your service. It seems to have worked, I printed a document purporting to be the Deed I needed. I was somewhat disappointed though - I was expecting something as impressive as the Title Search, which goes back to 1828 and includes Millard Fillmore, admittedly not one of our most celebrated Presidents. But I am happy to have what I have, and thank you again!
peace -
SAVC
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