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

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

Substitution of Trustee Form

Sheridan County Substitution of Trustee Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included Sheridan County compliant document last validated/updated 9/27/2024

Substitution of Trustee Guidelines

Sheridan County Substitution of Trustee Guidelines

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

Completed Example of a Substitution of Trustee Document

Sheridan County Completed Example of a Substitution of Trustee Document

Example of a properly completed form for reference.
Included Sheridan County compliant document last validated/updated 9/11/2024

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

Sheridan County Clerk / Recorder

100 West Laurel Ave., Plentywood, Montana 59254-1699

Hours: 8:00am-5:00pm Monday through Friday

Phone: (406) 765-3403

Local jurisdictions located in Sheridan County include:

  • Antelope
  • Dagmar
  • Homestead
  • Medicine Lake
  • Outlook
  • Plentywood
  • Raymond
  • Redstone
  • Reserve
  • Westby

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

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

What are supplemental forms?

Often when a deed is recorded, additional documents are required by Montana or Sheridan 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 Sheridan 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 Sheridan 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 Sheridan 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 - ( 4399 Reviews )

Felincia L.

September 28th, 2024

The process was fast and efficient. I did get a bit confused after entering info for my package but soon realized I had completed this part of the process and only needed to leave the page and wait for review of the document and then the invoice. It was pretty simple. After payment of the invoice I was notified that the document had been submitted. A few hours later I received notice that the document was recorded by the city. It was fast!

Reply from Staff

We are motivated by your feedback to continue delivering excellence. Thank you!

HEATHER M.

September 27th, 2024

The guide I needed was very easy to understand and the template was easy to complete. I had a property attorney review the deed before I had it registered and she was impressed. She said she couldn't have written it better herself! Definitely worth the money instead of paying high dollar attorney fees for a simple task.

Reply from Staff

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

Linda D.

September 23rd, 2024

very efficient and easy to use online platform. I reviewed several different sites before I settle on this one. Took my deed to the courthouse today and recorded it with no problems.

Reply from Staff

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

Cynthia W.

August 19th, 2022

I like the support documents that go along with the easement template and the fact that the format is specific to a state and county.

Reply from Staff

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

Lori W.

March 14th, 2021

I got what I wanted immediately. Thank you.

Reply from Staff

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

Janet J.

December 15th, 2022

These forms were very easy to both download and print, as well as fill out on the site and then print. The instructions are clear and concise. We have not yet been to the County to file them, but we are expecting no issues.

Reply from Staff

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

RAUL G.

October 14th, 2019

Very pleased with the service, easy to download and print

Reply from Staff

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

Morgan K.

August 24th, 2021

When I brought this deed to the county assessor, they were so impressed that I had done it correctly on my first try, and said they wished everyone would do such a good job on their paperwork.

Reply from Staff

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

Margaret M.

October 28th, 2019

Great job with these forms. Super easy and up to date, a rare find online these days. Thank you.

Reply from Staff

Thank you!

Stan B.

March 19th, 2022

Very satisfied with the PDF documents that I purchased. Will be able to transfer property without hiring an attorney.
Well worth the price I paid.

Stan

Reply from Staff

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

Melody P.

April 13th, 2021

Thank you for always providing great service!

Reply from Staff

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

Judie G.

February 2nd, 2022

Review: Forms are on point, to the point, and cover the vast majority of situations. Would not suggest if your deal is overly complicated but most situations are not complicated at all.

Reply from Staff

Thank you!

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!

Gregory B.

May 30th, 2020

I believe you need more instruction on the use of the web site. I would type and nothing would appear on the form. When I tried to save a completed form I ended with a blank form with no detail.

Reply from Staff

Thank you!

ANA I p.

December 14th, 2020

Wow this was nice that I could used the service . Love it

Reply from Staff

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