Flathead County Substitution of Trustee-for Trust Indenture/Deed of Trust Form (Montana)
All Flathead 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 Flathead County compliant document last validated/updated 5/27/2025
Substitution of Trustee Guidelines
Line by line guide explaining every blank on the form.
Included Flathead 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 Flathead County compliant document last validated/updated 4/30/2025
The following Montana and Flathead 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 Flathead County. The executed documents should then be recorded in the following office:
Flathead County Clerk / Recorder
800 South Main St, Rm 114, Kalispell, Montana 59901-5420
Hours: 8:00am to 5:00pm M-F
Phone: (406) 758-5526
Local jurisdictions located in Flathead County include:
- Bigfork
- Columbia Falls
- Coram
- Essex
- Hungry Horse
- Kalispell
- Kila
- Lake Mc Donald
- Lakeside
- Marion
- Martin City
- Olney
- Polebridge
- Somers
- West Glacier
- Whitefish
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 Flathead 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 Flathead County using our eRecording service.
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 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 Flathead County that you need to transfer you would only need to order our forms once for all of your properties in Flathead County.
What are supplemental forms?
Often when a deed is recorded, additional documents are required by Montana or Flathead 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 Flathead 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 Flathead 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 Flathead 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
Thanks, Robert! We're glad you found the service easy to use and the documents accurate—just what we aim for. Appreciate you taking the time to share your experience!
Andre H.
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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Tammy S.
October 6th, 2022
Easy to download, great guidelines, and samples of each form needed.
Thank you!
David Q.
April 14th, 2020
Very easy...great service.
Thank you!
Jim B.
December 22nd, 2021
Would be great if you would just put all of these documents into ONE .pdf.
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Larry L.
September 18th, 2023
Easy, quick and responsive for recording purposes.
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Dennis M.
April 24th, 2022
Deeds was responsive and got back to me right away suggesting I go to the county and retrieve copies of the deed there. It's a couple of hundred miles away so was hoping I could do it online. A pretty good website though. Sorry we couldn't do business.
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Cleatous S.
December 9th, 2020
The deed form is hard to fill in. There is no way to fill in the county in the "reviewed by" section. Also, there is no place for the Grantee's address on the form. I had to include it in the fill-in space for the legal description.
Thank you!
Kevin C.
August 10th, 2022
Nice site but $30 to download a blank form is a bit much.
Thank you for your feedback. We really appreciate it. Have a great day!
Michael S.
December 22nd, 2020
I was very impressed. I needed a Grant Deed that would comply with Calif. law. I haven't tried to record it yet, but I think it's spot-on. References to statutes very helpful. I'm a retired Idaho attorney, and my first attempt was politely rejected by the recorder. (documentary transfer fee exemption, etc.)
Thank you!
Katherine A R.
March 8th, 2023
It's very easy to navigate through the website to find the service that you want. Great program.
Thank you!
William P.
April 13th, 2021
Warranty Deed was just what I needed.Easy to complete and accepted by the county.
Thank you!
Robert J D.
December 19th, 2018
I accidentally ordered 2 forms for the affidavit of death. I only need one.
Thanks for your feedback. Looking at your account we do not see any duplicate orders. Our system does stop duplicate orders before they are processed in many cases. Have a great day.
Cecilia C.
June 2nd, 2023
So very easy to follow & the cost of the packet was reasonable.
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