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 - ( 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
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.
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.
We are delighted to have been of service. Thank you for the positive review!
Scott M.
August 8th, 2024
Very straightforward. Only issue was it took a few times for the mineral deed form to show up. The first few times it instead showed a mineral rights transfer between operators.
Your feedback is valuable to us and helps us improve. Thank you for sharing your thoughts!
Roger G.
October 25th, 2019
Straight to the point and easy to use site.
Thank you!
constance t.
December 30th, 2019
Excellent service!
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Charles B.
November 20th, 2023
The support received was far above expectations.
We are grateful for your feedback and looking forward to serving you again. Thank you!
Kathyren O.
April 25th, 2019
Very helpful and I will be using your services in the near future. Thank you
Kathyren Oleary
Thanks Kathyren, we really appreciate your feedback.
Diana H.
February 10th, 2019
little expensive same document in other county is free. however quite fast in responding. and just what i needed.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Crystal W.
October 19th, 2022
This is the easiest process.
Thank you for your feedback. We really appreciate it. Have a great day!
Lajeanne F.
March 31st, 2019
Your service was as you promoted and I was able to get a copy of my deed and find the information on it I needed.
Thank you.
Thank you for your feedback. We really appreciate it. Have a great day!
Dale K.
August 11th, 2020
A very user friendly website!
Thank you!
Carolyn N.
March 21st, 2023
It worked! It was exactly what I needed and was easily understood.
Thank you!
Thomas M.
September 21st, 2020
EXCELLENT resource for ALL state documents! The forms come with explanations and examples. A real Deal!!!
Thank you!
Carol H.
December 22nd, 2021
Great help
Quite useful
Thank you!