Montana Substitution of Trustee-for Trust Indenture/Deed of Trust
County Specific Legal Forms Validated as recently as April 20, 2026 by our Forms Development Team
About the Montana Substitution of Trustee-for Trust Indenture/Deed of Trust
How to Use This Form
- Select your county from the list on the left
- Download the county-specific form
- Fill in the required information
- Have the document notarized if required
- Record with your county recorder's office
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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.
How to Use This Form
- Select your county from the list above
- Download the county-specific form
- Fill in the required information
- Have the document notarized if required
- Record with your county recorder's office
What Others Like You Are Saying
"Very quick and painless process!"
"The guide I needed was very easy to understand and the template was easy to complete. I had a proper…"
"Great site. It lets your fingers do the walking. It took me half a day to get deed info a couple of …"
"Deeds.com made a very difficult time in our lives much easier to deal with. So happy that we found t…"
"Fast and easy access."
Common Uses for Substitution of Trustee-for Trust Indenture/Deed of Trust
- Clear title after paying off a home equity line of credit
- Release collateral after a commercial loan is paid off
- Subordinate an existing mortgage to a new loan
- Release a property from a deed of trust after loan payoff
- Record evidence that a construction loan has been satisfied
Compare other Montana deed forms and documents
Important: County-Specific Forms
Our substitution of trustee-for trust indenture/deed of trust forms are specifically formatted for each county in Montana.
After selecting your county, you'll receive forms that meet all local recording requirements, ensuring your documents will be accepted without delays or rejection fees.