Montana Forms

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

Flathead County Substitution of Trustee Form

Flathead 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
Flathead County Substitution of Trustee Guidelines

Flathead County Substitution of Trustee Guidelines

Line by line guide explaining every blank on the form.

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

Flathead 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 Flathead County to use these forms. Documents should be recorded at the office below.

Where to Record Your Documents

Flathead County Clerk / Recorder
Address:
800 South Main St, Rm 114
Kalispell, Montana 59901-5420

Hours: 8:00am to 5:00pm M-F

Phone: (406) 758-5526

Recording Tips for Flathead County:
  • Verify all names are spelled correctly before recording
  • Recorded documents become public record - avoid including SSNs
  • Avoid the last business day of the month when possible
  • Recording fees may differ from what's posted online - verify current rates
  • Make copies of your documents before recording - keep originals safe

Cities and Jurisdictions in Flathead County

Properties in any of these areas use Flathead County forms:

  • Bigfork
  • Columbia Falls
  • Coram
  • Essex
  • Hungry Horse
  • Kalispell
  • Kila
  • Lake Mc Donald
  • Lakeside
  • Marion
  • Martin City
  • Olney
  • Polebridge
  • Somers
  • West Glacier
  • Whitefish

View Complete Recorder Office Guide

Hours, fees, requirements, and more for Flathead County

How do I get my forms?

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

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Flathead 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 Flathead 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 Flathead County?

Recording fees in Flathead County vary. Contact the recorder's office at (406) 758-5526 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 Flathead 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 Flathead County.

Our Promise

The documents you receive here will meet, or exceed, the Flathead County recording requirements for formatting. If there's an issue caused by our formatting, we'll make it right and refund your payment.

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