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

Last validated September 16, 2026 by our Forms Development Team

Formatted for recording in Beaverhead County, for property anywhere in the county: rural and unincorporated areas as well as Dell, Dillon, Glen, Jackson, Lima, Polaris, Wisdom, Wise River.

$3997
One-time purchase. No subscription.
  • 3 documents included
  • Immediate PDF download
  • Formatting guarantee

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 9/14/2026
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 9/16/2026
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 7/10/2026

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:
  • Bring your driver's license or state-issued photo ID
  • Ensure all signatures are in blue or black ink
  • Bring extra funds - fees can vary by document type and page count
  • Check margin requirements - usually 1-2 inches at top
  • Leave recording info boxes blank - the office fills these

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 the applicable formatting requirements used for recording in Beaverhead 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 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. The free Adobe Acrobat Reader is recommended, and most PDF apps also work. 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 county recording office listed above.

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 are guaranteed to meet or exceed the applicable Beaverhead 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 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 - ( 4,793 Reviews )

michele d. 4 out of 5 stars

It was easy to download, received it quickly, the sample really helped. I would like if some of the text was editable. for instance - the addresses were defaulted with the state of filing while we lived in another one.

Reply from Staff

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

Michael G. 5 out of 5 stars

Very helpful and easy to use

Reply from Staff

Your appreciative words mean the world to us. Thank you.

Edward M. 5 out of 5 stars

Professional and courteous and responsive service by KVH for my problem. He or she should receive a pat on the back but not on the back side. Ed Mattingly

Reply from Staff

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

John G. 5 out of 5 stars

Very straightforward ordering process to obtain the forms I needed. Thank you.

Reply from Staff

Thank you!

Barbara G. 5 out of 5 stars

I got what I needed very quickly. Thank you.

Reply from Staff

Thank you!

HEATH D. 5 out of 5 stars

GREAT CUSTOMER SERVICE WILL ALWAYS USE YOUR HELP.

Reply from Staff

Thank you — we appreciate you taking the time to leave a review.

Gertrude F. 3 out of 5 stars

I like that DEEDS.com has a variety of forms tht I may need. However, I was disappointed that I am not able to save the PDF forms after I fill in the spaces. If I need to edit anything, I have to go back to the blank form and redo the whole thing. Perhap I am doing something wrong.

Reply from Staff

Thank you!

Ismael R. 5 out of 5 stars

Very informative and acess was instant and precise.

Reply from Staff

Great to hear — thank you for taking the time to write a review.

Michaela D. 1 out of 5 stars

I purchased this form to add my boyfriend to the deed of our home. He owns his own business so he cannot be on our mortgage. The guide doesn't clearly explain adding a person rather than focusing on transferring during a purchase or selling of a home. For future, I'd recommend make a few different examples for those who are trying to use this for the other options a Quit Claim Deed is needed for.

Reply from Staff

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

James C. 5 out of 5 stars

An excellent resource for users.

Reply from Staff

Thank you!

Bethany F. 5 out of 5 stars

quick and easy to use

Reply from Staff

Thank you!

Michael W. 5 out of 5 stars

Wonderful service.

Reply from Staff

Thank you!

Krissyn S. 5 out of 5 stars

It was so easy to find, download, and use the form I needed. Literally took about 5 minutes and I was ready to go. I loved that the download included a sample form and a guide to help fill out the form properly.

Reply from Staff

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

Joseph D. 5 out of 5 stars

Easy to use and a quick turnaround Deed was recorded and retuned within 24 hours

Reply from Staff

We are grateful for your engagement and feedback, which help us to serve you better. Thank you for being an integral part of our community.

Bill M. 4 out of 5 stars

PROS: Quick communication. Completed the task expediently. CONS: Deciphering what was being referred to on the website when needing the proper classification wasn't clear. Had to delve through your unfamiliar territory. But managed. OVERALL: Got the job done swiftly and the end result was satisfactory. Will use again.

Reply from Staff

Thank you!