Deer Lodge County Substitution of Trustee-for Trust Indenture/Deed of Trust Form (Montana)
All Deer Lodge County specific forms and documents listed below are included in your immediate download package:
Substitution of Trustee Form
Fill in the blank form formatted to comply with all recording and content requirements.
Included Deer Lodge County compliant document last validated/updated 5/27/2025
Substitution of Trustee Guidelines
Line by line guide explaining every blank on the form.
Included Deer Lodge County compliant document last validated/updated 4/16/2025
Completed Example of a Substitution of Trustee Document
Example of a properly completed form for reference.
Included Deer Lodge County compliant document last validated/updated 4/30/2025
The following Montana and Deer Lodge County supplemental forms are included as a courtesy with your order:
When using these Substitution of Trustee-for Trust Indenture/Deed of Trust forms, the subject real estate must be physically located in Deer Lodge County. The executed documents should then be recorded in the following office:
Anaconda - Deer Lodge Clerk/Recorder
800 Main St, Anaconda, Montana 59711
Hours: 8:30 to 4:30 M-F
Phone: (406) 563-4060
Local jurisdictions located in Deer Lodge County include:
- Anaconda
- Warm Springs
How long does it take to get my forms?
Forms are available immediately after submitting payment.
How do I get my forms, are they emailed?
Immediately after you submit payment, the Deer Lodge County forms you order will be available for download directly from your account. You can then download the forms to your computer. If you do not already have an account, one will be created for you as part of the order process, and your login details will be provided to you. If you encounter any issues accessing your forms, please reach out to our support team for assistance. Forms are NOT emailed to you.
What does "validated/updated" mean?
This indicates the most recent date when at least one of the following occurred:
- Updated: The document was updated or changed to remain compliant.
- Validated: The document was examined by an attorney or staff, or it was successfully recorded in Deer Lodge County using our eRecording service.
Are these forms guaranteed to be recordable in Deer Lodge County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Deer Lodge County including margin requirements, content requirements, font and font size requirements.
Can the Substitution of Trustee-for Trust Indenture/Deed of Trust forms be re-used?
Yes. You can re-use the forms for your personal use. For example, if you have more than one property in Deer Lodge County that you need to transfer you would only need to order our forms once for all of your properties in Deer Lodge County.
What are supplemental forms?
Often when a deed is recorded, additional documents are required by Montana or Deer Lodge County. These could be tax related, informational, or even as simple as a coversheet. Supplemental forms are provided for free with your order where available.
What type of files are the forms?
All of our Deer Lodge County Substitution of Trustee-for Trust Indenture/Deed of Trust forms are PDFs. You will need to have or get Adobe Reader to use our forms. Adobe Reader is free software that most computers already have installed.
Do I need any special software to use these forms?
You will need to have Adobe Reader installed on your computer to use our forms. Adobe Reader is free software that most computers already have installed.
Do I have to enter all of my property information online?
No. The blank forms are downloaded to your computer and you fill them out there, at your convenience.
Can I save the completed form, email it to someone?
Yes, you can save your deed form at any point with your information in it. The forms can also be emailed, blank or complete, as attachments.
Are there any recurring fees involved?
No. Nothing to cancel, no memberships, no recurring fees.
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.
Our Promise
The documents you receive here will meet, or exceed, the Deer Lodge 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 Deer Lodge 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 - ( 4557 Reviews )
Nigel S.
June 24th, 2025
Very simple to use. The 'completed examples' are very helpful.
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Robert H.
June 23rd, 2025
Great service, easy way to get accurate documents
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June 19th, 2025
World class forms, great for someone like me that has no clue what I'm doing! Always better to let the pros do it than think one knows it all and gets themselves in trouble!
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Catherine O.
February 23rd, 2021
Love the fact that you can buy a form instead of a subscription. I would highly recommend this site.
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Timothy G.
May 16th, 2023
Very happy with the cost and with the speed in which the deed was recorded.
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Elizabeth F.
February 14th, 2022
This was great other than exemption codes did not populate and I couldn't refer to it.
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LeAnn B.
October 12th, 2021
Excellent service. Very helpful staff that guided me through the process since this was my first time e-recording. We were so surprised to get the recorded deeds within an hour. Thank you very much.
LeAnn
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Nancy J M.
August 22nd, 2021
Site is easy to navigate and forms are as described.
Too bad there is no secure payment link service (PayPal, Apple Pay, etc. So after I verify charge has hit my credit card I will delete my Deeds.com account.
Thank you!
Joseph S.
May 4th, 2022
The best solution in creating deeds.
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Linda B.
March 26th, 2022
the forms are easy to understand. How do I go about getting the deed recorded and is there a charge.
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Kenneth J.
May 5th, 2022
I thought the forms were good but expensive, Spending almost 30 dollars for a 3 page form was a stiff price to pay. I won't be getting any more
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ANGELA S.
February 13th, 2020
My E-deed was not excepted by the county, so I had to snail mail the documents to the recorders office. Will probably not use this site again, as it did not fulfill my purpose, but would recommend to those who do not have complicated forms.
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Fernando B.
June 11th, 2021
It works
Thank you!
Anthony P.
May 16th, 2025
I was able to easily navigate the interface and purchase the forms that I needed. I was then able to prepare the forms with assistance from the reference documents provided with the deed. This was simple, easy, and user friendly. Great job!
Thanks, Anthony! We're glad to hear the process was simple and user-friendly for you. Appreciate the great feedback!
Gina M.
August 25th, 2021
Wow, great forms. They do have some protections in place to keep you from doing something stupid but if you use the forms as intended they will work perfectly for you.
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