Roosevelt County Substitution of Trustee-for Trust Indenture/Deed of Trust Form (Montana)

All Roosevelt County specific forms and documents listed below are included in your immediate download package:

Substitution of Trustee Form

Roosevelt County Substitution of Trustee Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included Roosevelt County compliant document last validated/updated 12/2/2024

Substitution of Trustee Guidelines

Roosevelt County Substitution of Trustee Guidelines

Line by line guide explaining every blank on the form.
Included Roosevelt County compliant document last validated/updated 9/6/2024

Completed Example of a Substitution of Trustee Document

Roosevelt County Completed Example of a Substitution of Trustee Document

Example of a properly completed form for reference.
Included Roosevelt County compliant document last validated/updated 12/6/2024

When using these Substitution of Trustee-for Trust Indenture/Deed of Trust forms, the subject real estate must be physically located in Roosevelt County. The executed documents should then be recorded in the following office:

Roosevelt County Clerk / Recorder

400 2nd Ave South, Wolf Point, Montana 59201

Hours: 8:30 to 4:00 M-F

Phone: (406) 653-6229, 6250, 6253

Local jurisdictions located in Roosevelt County include:

  • Bainville
  • Brockton
  • Culbertson
  • Froid
  • Poplar
  • Wolf Point

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 Roosevelt 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 Roosevelt County using our eRecording service.
Are these forms guaranteed to be recordable in Roosevelt County?

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Roosevelt 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 Roosevelt County that you need to transfer you would only need to order our forms once for all of your properties in Roosevelt County.

What are supplemental forms?

Often when a deed is recorded, additional documents are required by Montana or Roosevelt 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 Roosevelt 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 Roosevelt 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 Roosevelt 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 - ( 4445 Reviews )

Dennis F.

December 20th, 2024

The release of mortgage form was OK, and accepted at the recorder's office, but there were some problems. Many of the fields to type in were too small to accept the data, and I could not find a way to change the field size or use a smaller font. Otherwise I was satisfied.

Reply from Staff

Your feedback is a crucial part of our dedication to ongoing improvement. Thank you for your insightful comments.

Frazer W.

December 19th, 2024

Deeds.com does a great job getting our legal documents filed with the D.C. Recorder of Deeds.rnrnFrazer Walton, Jr.rnLaw Office of Frazer Walton, Jr.

Reply from Staff

Your appreciative words mean the world to us. Thank you.

Ann D.

December 16th, 2024

I found what my lawyer recommended and was able to download it easily.

Reply from Staff

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

Donald P.

March 9th, 2021

I wish the quick claim dead would have had letterhead that said, State South Carolina.

Reply from Staff

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

Melody P.

November 10th, 2021

Great service, as always!!

Reply from Staff

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

Jacque G.

December 18th, 2019

Very helpful and easy to access.

Reply from Staff

Thank you!

Jayar L.

May 23rd, 2024

I just completed my first deed filing and I’m very happy with the experience. The deeds staff was extremely supportive and helpful in guiding me through the learning curve of being my first filing without legal assistance. They saved me a ton in legal fees.

Reply from Staff

Thank you for the kind words Jayar. Glad we were able to help.

Kelly L.

April 15th, 2019

So far so good. Please make the payment method easier after the information has been uploaded and submitted.

Reply from Staff

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

Kathryn C.

April 20th, 2022

descriptions for some areas were longer than what would print out on document - it showed and was visible on the form but would not print out - for example in the legal description. would be nice in fill in areas could be extended as needed

Reply from Staff

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

Jennifer E.

March 8th, 2024

Very fast Process to get this to ROD

Reply from Staff

We are grateful for your feedback and looking forward to serving you again. Thank you!

DENISE E.

February 25th, 2021

I just submitted a beneficiary deed and it was accepted immediate and then recorded the next day! I like that I receive email messages notifying me of the process. The process was super easy and seamless. It's saved me so much time that I did not have to drive to downtown Phoenix to have this document record it. I love Deeds.com.

Reply from Staff

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

Kathy C.

March 7th, 2022

It's worth the cost to download the fill in the blank forms. So quick and easy. The lady I spoke to on the phone was super nice and very helpful. She deserves a medal for being so patient with me.

Reply from Staff

Thank you!

Carol C.

October 20th, 2021

Thanks. So easy to navigate. Also very useful. I recommend.

Reply from Staff

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

Gary S.

January 24th, 2021

Excellent service! Incorrectly ordered a document and order was immediately canceled when I requested. Was then able to order and download correct document and complete with no problems.

Reply from Staff

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

Conrad N.

November 1st, 2021

It worked well for me.

Reply from Staff

Thank you!