Carbon County Substitution of Trustee-for Trust Indenture/Deed of Trust Form
Last validated May 7, 2026 by our Forms Development Team
Carbon County Substitution of Trustee Form
Fill in the blank form formatted to comply with all recording and content requirements.
Carbon County Substitution of Trustee Guidelines
Line by line guide explaining every blank on the form.
Carbon County Completed Example of a Substitution of Trustee Document
Example of a properly completed form for reference.
All 3 documents above included • One-time purchase • No recurring fees
Immediate Download • Secure Checkout
Additional Montana and Carbon County documents included at no extra charge:
Where to Record Your Documents
Carbon County Clerk / Recorder
Red Lodge, Montana 59068
Hours: 8:00am-5:00pm M-F
Phone: (406) 446-1220
Recording Tips for Carbon County:
- Documents must be on 8.5 x 11 inch white paper
- Ask about their eRecording option for future transactions
- Avoid the last business day of the month when possible
- Make copies of your documents before recording - keep originals safe
- If mailing documents, use certified mail with return receipt
Cities and Jurisdictions in Carbon County
Properties in any of these areas use Carbon County forms:
- Bearcreek
- Belfry
- Boyd
- Bridger
- Edgar
- Fromberg
- Joliet
- Red Lodge
- Roberts
- Roscoe
Hours, fees, requirements, and more for Carbon County
How do I get my forms?
Forms are available for immediate download after payment. The Carbon 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 Carbon County?
Yes. Our form blanks are guaranteed to meet or exceed the applicable formatting requirements used for recording in Carbon 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 Carbon 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 Carbon County?
Recording fees in Carbon County vary. Contact the recorder's office at (406) 446-1220 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 Carbon 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 Carbon County.
Our Promise
The documents you receive here are guaranteed to meet or exceed the applicable Carbon 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 Carbon 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.
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Natasha M.
January 9th, 2024
Your forms, guides, sample deeds and submission process were accessible, easy to understand and simple. I also was pleasantly surprised by the efficiency, professionalism and ease of staff communicating with me after I uploaded the document to ensure the county accepted it. I will continue to use this website to record deeds. Thank you!
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April M.
May 1st, 2020
It was a very easy and quick site to use. Not to big of a fan price wise. But it gave me what I needed in a hurry. So all and all I'd definitely use this site again. Thank you!
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Wilma D.
August 7th, 2020
The certification of trust looks fine to me. I printed it and filled it out and had it notarized today. I have not sent it to the company that wants it yet so that will be the test. They are very picky. If they have any comment I will let you know.
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Iva R.
August 20th, 2020
Great service. Fast, got everything done (form, recording) done in a couple of hours, lightning speed in the real estate world. Thanks!
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Karen R.
June 9th, 2023
Easy to access and reasonable pricing, thank you deeds.com!
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John S.
March 23rd, 2026
Easy system to use. good information.
Thank you for taking a moment to share your thoughts.
Zachary F.
February 1st, 2022
I am a lawyer and purchased a specialized type of deed for a special scenario. The product received was functional, but not great. Wording is slightly clunky and the form layout was not convenient for making a professional final product. The wording also didn't contemplate a remote-state probate, which is a common scenario. Something about the PDF prevented me from doing cut and paste, so I had to do OCR to get the relevant text for inserting in my existing draft deed. Finally, while the site claims it is customized for the exact state and county, it does not appear to be well-customized for that purpose and I had to use other language (not sourced from the deeds.com document) to meet local norms.
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Cynthia G.
April 16th, 2019
Thank you for this service, very helpful
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William K.
May 21st, 2019
I filled out the Xfer on Death Deed and turned it in to the County Recorder - everything went well. I did NOT like the Huge Print over like a stamp of "DEEDS.COM" on some of the material - it just made it hard to read.
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Evelyn T.
March 26th, 2025
Easy to follow; user friendly.
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Mylika M.
January 6th, 2026
Deed.com has been an amazing resource for my solo practice. Very timely communication and quick results!
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Thomas W.
January 16th, 2019
easy to use, no problems except in beneficiary box. Need to make the box bigger because I have 4 beneficiaries to list. how do I enlarge the box.
Thanks for reaching out. All available space on the document is being used. As is noted in the guide, if you have information that does not fit in the available space the included exhibit page should be used.
Gloria R.
June 2nd, 2022
Great system
Thank you!
Craig L.
May 11th, 2021
So far so good. I will let you know after a successful recordation of the deed.
Thank you!
Christine A.
December 28th, 2018
So far do good. Don't understand the billing procedure yet and have just sent a request for information. Awaiting reply. Thank you, Christine Alvarez
Thanks for the feedback. Looks like your E-recording invoice is available. It takes a few minutes for our staff to prepare documents for recording and generate the invoice.