Montana Forms

Beaverhead County Substitution of Trustee-for Trust Indenture/Deed of Trust Form

Beaverhead County Substitution of Trustee Form

Beaverhead County Substitution of Trustee Form

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

Document Last Validated 7/23/2025
Beaverhead County Substitution of Trustee Guidelines

Beaverhead County Substitution of Trustee Guidelines

Line by line guide explaining every blank on the form.

Document Last Validated 4/16/2025
Beaverhead County Completed Example of a Substitution of Trustee Document

Beaverhead County Completed Example of a Substitution of Trustee Document

Example of a properly completed form for reference.

Document Last Validated 4/30/2025

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

Immediate Download • Secure Checkout

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

Where to Record Your Documents

Beaverhead County Clerk / Recorder
Address:
2 South Pacific St, Suite 3
Dillon, Montana 59725

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

Phone: (406) 683-3720

Recording Tips for Beaverhead County:
  • Check margin requirements - usually 1-2 inches at top
  • Recorded documents become public record - avoid including SSNs
  • Ask about their eRecording option for future transactions

Cities and Jurisdictions in Beaverhead County

Properties in any of these areas use Beaverhead County forms:

  • Dell
  • Dillon
  • Glen
  • Jackson
  • Lima
  • Polaris
  • Wisdom
  • Wise River

View Complete Recorder Office Guide

Hours, fees, requirements, and more for Beaverhead County

How do I get my forms?

Forms are available for immediate download after payment. The Beaverhead 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 Beaverhead County?

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Beaverhead County including margin requirements, content requirements, font and font size requirements.

Can I reuse these forms?

Yes. You can reuse the forms for your personal use. For example, if you have multiple properties in Beaverhead 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 Beaverhead County?

Recording fees in Beaverhead County vary. Contact the recorder's office at (406) 683-3720 for current fees.

Questions answered? Let's get started!

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.

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

This Substitution of Trustee-for Trust Indenture/Deed of Trust meets all recording requirements specific to Beaverhead County.

Our Promise

The documents you receive here will meet, or exceed, the Beaverhead 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 Beaverhead 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 - ( 4574 Reviews )

Colleen P.

May 4th, 2020

It was frustrating to get the scans done but that might have been due to a learning curve. After 4 tries they were accepted. I couldn't figure out how to delete or close the failed attempts. Waiting to see if Recorder office has changed the title.

Reply from Staff

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

Kenny H.

January 14th, 2020

The forms are extremely helpful. They could use some updating. Promissory note "...in the form of cash, check or money order." is a bit outdated. My note is with my son and we have an automatic bank transfer set up for payments. He could Venmo me. There are many other options and likely to be more changes in the future, so I know this is difficult to maintain.

Reply from Staff

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Cecilia C.

June 2nd, 2023

So very easy to follow & the cost of the packet was reasonable.

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timothy h.

November 12th, 2020

Too complicated and too expensive

Reply from Staff

Sorry to hear that Timothy, we do hope that you found something more suitable to your needs elsewhere. Have a wonderful day.

tim r.

August 15th, 2019

easy sight and extra forms that I can use any time

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Michael M.

April 17th, 2024

Great service that satisfied all my needs. Great prices too.

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Martine S.

July 29th, 2020

Very easy process and was recorded in a prompt manner. We will be using your services again in the future for sure.

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Debra M.

November 8th, 2021

Easy Peasy. Great experience.

Reply from Staff

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Leonard N.

January 21st, 2021

Nice and clear. Can't wait to process the completed documents at the Recorder's Office

Reply from Staff

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May 25th, 2023

Very happy I tried your service/product. The quit deed forms were excepted by the register of deeds with no issue. Thank You

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Dana P.

October 6th, 2020

Thank you for making a difficult time a little easier. The forms are easy to download and complete and the Guide is very helpful.

Reply from Staff

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Kevin C.

August 10th, 2022

Nice site but $30 to download a blank form is a bit much.

Reply from Staff

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Claire W.

March 24th, 2022

The price is right, and very simple to follow

Reply from Staff

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Donna J.

May 22nd, 2019

what do you do with it once filled out. doesn't tell you

Reply from Staff

Generally, once the documents are completed and executed they are recorded with the recorder where the property is located.

John Z.

November 5th, 2021

Very easy to use. Straight forward. Am glad I found the tools to process an important document of property ownership. Thanks much. Will recommend to friends and family.

Reply from Staff

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