Missoula County Substitution of Trustee-for Trust Indenture/Deed of Trust Form (Montana)
All Missoula 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 Missoula County compliant document last validated/updated 9/27/2024
Substitution of Trustee Guidelines
Line by line guide explaining every blank on the form.
Included Missoula 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 Missoula County compliant document last validated/updated 10/31/2024
The following Montana and Missoula 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 Missoula County. The executed documents should then be recorded in one of the following offices:
Missoula County Recorder / Clerk
Courthouse - 200 West Broadway, Missoula, Montana 59802
Hours: 8:00am-5:00pm M-F
Phone: (406) 258-4752
Address for FedEx & UPS Deliveries:
199 W Pine St, Missoula, Montana 59802
Hours: (use either address for USPS mail)
Phone:
Local jurisdictions located in Missoula County include:
- Bonner
- Clinton
- Condon
- Frenchtown
- Huson
- Lolo
- Milltown
- Missoula
- Seeley Lake
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 Missoula 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 Missoula County using our eRecording service.
Are these forms guaranteed to be recordable in Missoula County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Missoula 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 Missoula County that you need to transfer you would only need to order our forms once for all of your properties in Missoula County.
What are supplemental forms?
Often when a deed is recorded, additional documents are required by Montana or Missoula 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 Missoula 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 Missoula 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 Missoula 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.
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Thomas G.
November 21st, 2024
Wasn’t what I expected
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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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June 28th, 2022
Kind of expensive for a 3 page item...but I received it pronto and it will fill the bill.
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November 7th, 2024
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Gretchen B.
June 22nd, 2021
I wanna give more stars because the required information is there, but the character spacing is disjointed on the first page, rendering a gap-filled, awkward-looking document. Also, the opening parenthesis for the first field on the first page is on the wrong line and is backwards, which sets the wrong tone especially since it's the first thing you have to fill out.
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Carol F.
May 22nd, 2019
Instructions were easy to follow and it was reasonable
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August 13th, 2021
This was super easy to use, especially if you remember to look for a downloaded PDF file, not a Word file. Found the files right away after the light bulb went on! Thank you!!
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Regina W.
February 3rd, 2022
So glad I found this form. Very easy to download and looks like all the instructions are there to correctly fill out my paperwork. Thanks.
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Margaret A.
April 30th, 2021
Thank for the help. Needed that disclaimer to avoid filing a full ITR tax return to get an L-9
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Jason B.
May 9th, 2019
Providing .doc versions would be much easier than trying to jam information into a non-editable PDF.
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July 2nd, 2021
Good marks from me. Keep up the good work !
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February 22nd, 2021
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January 20th, 2020
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Lanette H.
September 9th, 2020
I liked getting the forms but I was charged twice for some reason. I'm not sure what happened with that. Can you reimburse me? Thank you. Lanette
Thank you for your feedback Lanette. In review, it looks like your first payment was declined, second one was approved and processed. What you are seeing is one payment and a hold placed by your financial institution for the declined attempt. We are not sure why they do this but the hold usually falls off after a few day depending on their policy. If you have further questions about this you can contact your financial institution and they will explain. Have a great day.