Montgomery County Substitution of Trustee Form

Last validated August 24, 2026 by our Forms Development Team

Montgomery County Substitution of Trustee Form

Montgomery County Substitution of Trustee Form

Fill in the blank form formatted to comply with all recording and content requirements.

Document Last Validated 7/31/2026
Montgomery County Guidelines for Substitution of Trustee Document

Montgomery County Guidelines for Substitution of Trustee Document

Line by line guide explaining every blank on the form.

Document Last Validated 8/4/2026
Montgomery County Completed Example of the Substitution of Trustee Document

Montgomery County Completed Example of the Substitution of Trustee Document

Example of a properly completed form for reference.

Document Last Validated 8/24/2026

All 3 documents above included • One-time purchase • No recurring fees

Immediate Download • Secure Checkout

Additional Mississippi and Montgomery County documents included at no extra charge:

Important: Your property must be located in Montgomery County to use these forms. Documents should be recorded at the office below.

Where to Record Your Documents

Montgomery County Chancery Clerk

Address:
614 Summit St / PO Box 71
Winona, Mississippi 38967

Hours: 8:00 to 5:00 M-F

Phone: (662) 283-2333

Recording Tips for Montgomery County:
  • Bring your driver's license or state-issued photo ID
  • Double-check legal descriptions match your existing deed
  • Avoid the last business day of the month when possible
  • Leave recording info boxes blank - the office fills these
  • Make copies of your documents before recording - keep originals safe

Cities and Jurisdictions in Montgomery County

Properties in any of these areas use Montgomery County forms:

  • Duck Hill
  • Kilmichael
  • Stewart
  • Winona

View Complete Recorder Office Guide

Hours, fees, requirements, and more for Montgomery County

How do I get my forms?

Forms are available for immediate download after payment. The Montgomery County forms will be in your account ready to download to your computer. An account is created for you during checkout if you don't have one. Forms are NOT emailed.

Are these forms guaranteed to be recordable in Montgomery County?

Yes. Our form blanks are guaranteed to meet or exceed the applicable formatting requirements used for recording in Montgomery County, including margin requirements, font requirements, and other layout standards. This guarantee applies to formatting, not to the legal sufficiency of information entered by the user or the suitability of a form for a particular transaction.

Can I reuse these forms?

Yes. You can reuse the forms for your personal use. For example, if you have multiple properties in Montgomery County you only need to order once.

What do I need to use these forms?

The forms are PDFs that you fill out on your computer. You'll need Adobe Reader (free software that most computers already have). You do NOT enter your property information online - you download the blank forms and complete them privately on your own computer.

Are there any recurring fees?

No. This is a one-time purchase. Nothing to cancel, no memberships, no recurring fees.

How much does it cost to record in Montgomery County?

Recording fees in Montgomery County vary. Contact the recorder's office at (662) 283-2333 for current fees.

Questions answered? Let's get started!

This form is used by the current beneficiary/lender to appoint a substitute trustee for a previously recorded Deed of Trust. (The beneficiary or holder of any deed of trust, including his agents, employees, successors, assigns, attorneys-in-fact or other legal representatives, may appoint a trustee or substitute a trustee, with or without the permission of the mortgagor or mortgagors. The trustee or substitute trustee so appointed may be a natural person, partnership, corporation, limited liability company, professional association or any other legal entity.) (MS Code 89-1-63)

(Mississippi SOT Package includes form, guidelines, and completed example) For use in Mississippi only.

Important: Your property must be located in Montgomery County to use these forms. Documents should be recorded at the office below.

This Substitution of Trustee meets all recording requirements specific to Montgomery County.

Our Promise

The documents you receive here are guaranteed to meet or exceed the applicable Montgomery County recording format requirements. If there is a rejection caused by our formatting, we will correct the issue or refund your payment. This guarantee applies to document formatting only and does not extend to information entered by the user, the selection of the form, or the legal effect of the completed document.

Save Time and Money

Get your Montgomery County Substitution of Trustee 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.

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April 26th, 2021

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Reply from Staff

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July 16th, 2026

I wanted to do an Enhancement Life Quitclaim deed and the county government lady didn’t know what I was even talking about. I ordered the deed from Deeds.com and filled it all in,submitted to the county clerk who took 10 minutes to study it before she accepted the deed. This was the easiest transaction I’ve ever made! I actually felt smarter than the clerk who worked at the count office over 20 years.

Reply from Staff

Thank you, Linda! We’re glad the process went smoothly and that our forms helped you complete your recording with confidence. We appreciate you taking the time to share your experience!

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August 19th, 2020

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August 28th, 2021

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February 19th, 2019

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January 7th, 2021

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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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DON O.

December 16th, 2020

needs to be more user friendly

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Cheryl M.

April 12th, 2020

Easy.

Reply from Staff

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November 2nd, 2022

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May 31st, 2019

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May 13th, 2025

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May 17th, 2026

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March 25th, 2020

I purchased this thinking I would be able to complete the QuitClaim Deed myself because an example was provided, but you still need to be a lawyer to figure all the wording out. It was not worth the price I paid for it.

Reply from Staff

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Melody P.

March 26th, 2021

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