Yellowstone County Substitution of Trustee-for Trust Indenture/Deed of Trust Form (Montana)
All Yellowstone 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 Yellowstone County compliant document last validated/updated 9/27/2024
Substitution of Trustee Guidelines
Line by line guide explaining every blank on the form.
Included Yellowstone 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 Yellowstone County compliant document last validated/updated 10/31/2024
The following Montana and Yellowstone 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 Yellowstone County. The executed documents should then be recorded in the following office:
Yellowstone County Clerk / Recorder
217 North 27th St, Rm 401 / PO Box 35001, Billings, Montana 59107
Hours: 8:00 to 5:00 M-F
Phone: (406) 256-2785
Local jurisdictions located in Yellowstone County include:
- Acton
- Ballantine
- Billings
- Broadview
- Custer
- Huntley
- Laurel
- Molt
- Pompeys Pillar
- Shepherd
- Worden
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 Yellowstone 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 Yellowstone County using our eRecording service.
Are these forms guaranteed to be recordable in Yellowstone County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Yellowstone 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 Yellowstone County that you need to transfer you would only need to order our forms once for all of your properties in Yellowstone County.
What are supplemental forms?
Often when a deed is recorded, additional documents are required by Montana or Yellowstone 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 Yellowstone 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 Yellowstone 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 Yellowstone 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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Tim T.
August 24th, 2020
Fast and efficient
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Julie K.
September 4th, 2023
The process for obtaining document itself was easy, and the included guide and example are great! rnI do have an issue with the format itself, though. The form has pre-defined text boxes, which cannot be altered without partially rebuilding the entire document. For the 'property description' field on the Mineral Deed form, the text box is not large enough for the rather lengthy legal description entered on my original plat.rnFortunately, I have a copy of Adobe Pro, so I have been able to re-build the doc to accommodate this short-coming.
Thank you for taking the time to provide feedback on our legal form. We're pleased to hear that you found the process for obtaining the document and the included guide beneficial.
We understand and appreciate your concern regarding the formatting and size limitations of certain fields, especially the 'property description' field. Our forms are designed to adhere to specific formatting requirements that are often mandated for legal compliance. Making direct alterations to the document can result in them becoming non-conforming, which is why we advise customers to use an exhibit page when their legal description is extensive or does not fit.
Ellen d.
February 7th, 2019
Wonderful tool to have available on line!
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Pamela L.
November 10th, 2019
The packet was very comprehensive and easy to use (I had just one question that wasn't clearly explained). II appreciate that the forms are kept up to date.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Richard S.
August 13th, 2020
Not user friendly, and not an Adobe fan. The first page of Quitclaim Deed form cuts off the Parcel Identification line on the bottom. Also quite a few forms showed up to be downloaded , after I paid, so I was unsure if all the forms were part of the quitclaim package. I have adobe but was unable to locate the forms in adobe on my computer after I downloaded them. Just wanted to print out one quitclaim deed form, which would have taken less that 3 minutes. instead it took 97 minutes. Thank you, though, for having the form there.
Thank you for your feedback. We really appreciate it. Have a great day!
Ronald C.
January 31st, 2019
My goal was to find the Covenant, Conditions, and Restrictions for my HOA. From what I can read, these documents should be attached to our Deed (single family, patio home in New Hanover County). I am not sure if I have a copy of my Deed. I would need to check my Safe Deposit Box.
Unfortunately, I was not successful at finding these documents from your Website.
If you can help me find them, I would appreciate that.
It is most common to obtain a copy of CC&Rs directly from the HOA. Alternatively, they are also usually a matter of public record recorded with the local recorder and you can obtain a copy there.
Stephen P.
July 20th, 2021
Quick and Easy
Thank you!
Robert R.
September 1st, 2019
Just joined. Recommended by a strong source. Looking forward to doing business.
Thank you!
Kermit S.
October 12th, 2020
Very easy to use.
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Gary G.
June 26th, 2019
Ordered the forms I needed for my state and county and everything worked out perfectly. All the forms came with examples (filled in) and very detailed instructions for each block that required an entry. I was able to fill everything out on my computer and save the files for future use, if required. Deeds provides an excellent product. I highly recommend their products and will use their services again.
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Melissa H.
August 10th, 2021
Amazing forms! Order the quitclaim deed forms, got the form and lots of extra forms which is good because I needed a few of them and didn't even know it. Very happy, will be back if needed.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
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September 5th, 2021
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