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

Last validated October 14, 2026 by our Forms Development Team

Formatted for recording in Flathead County, for property anywhere in the county: rural and unincorporated areas as well as Bigfork, Columbia Falls, Coram, Essex, Hungry Horse, Kalispell, Kila, Lake Mc Donald and 8 more.

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

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 10/14/2026
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 9/16/2026
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 10/8/2026

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:
  • Bring your driver's license or state-issued photo ID
  • Ensure all signatures are in blue or black ink
  • Ask for certified copies if you need them for other transactions
  • Ask if they accept credit cards - many offices are cash/check only
  • Check that your notary's commission hasn't expired

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 the applicable formatting requirements used for recording in Flathead 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 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. 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 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 county recording office listed above.

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 are guaranteed to meet or exceed the applicable Flathead 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 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 - ( 4,829 Reviews )

Nina F. 5 out of 5 stars

My experience could not have been better. Easy to communicate with, even though I'm largely ignorant of technical problem-solving. I may be addle-minded with 83 years on earth, but I think they actually cared about solving my problem and were sorry it was beyond their territory. Truly extra nice.

Reply from Staff

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

michael o. 5 out of 5 stars

After trying to get help locally I found your website. Very easy

Reply from Staff

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

Julie R. 5 out of 5 stars

Seamless and prompt service.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Lydia E. 5 out of 5 stars

Very intuitive to use and comprehensive enough for the most complex of cases.

Reply from Staff

Thank you!

JACQUELINE R. 5 out of 5 stars

We have been waiting for a Title Company to put a release of Lien together for the past 3 months. I figured it was taking way to long and decided to use template here instead. In less than hour I was able to add all the information on the template and provide forms to our Seller to use. We were buying and he didnt think they were necessary. But I refused to pay him in full until he agreed to sign papers at the bank, and of course in front of a notary. We turned around and filed the Release of lien paperwork at County Clerks office, we officially own our house. Thank you!

Reply from Staff

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

jennifer e. 5 out of 5 stars

EXCELLENT, PROMPT SERVICE. I will definitely use again .HIGHLY RECOMMEND.

Reply from Staff

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

Carolyn K. 5 out of 5 stars

Very easy to use and very knowledgeable. All information needed to complete the documents was provided. Affordable too!

Reply from Staff

Thank you for your kind words and for choosing us.

Lisa D. 5 out of 5 stars

Great service, would be nice if it provided an address to send this to once completed!

Reply from Staff

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

Patsy H. 5 out of 5 stars

I had trouble at first printing out the forms but once I figured out what to do, all went well. Thanks

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Eric S. 5 out of 5 stars

Very easy and efficient to use. Thank you!

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Ann D. 4 out of 5 stars

I found what my lawyer recommended and was able to download it easily.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Trent D. 5 out of 5 stars

You Guys are Fantastic and the service you all provide. Is PRICELESS!

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Kathy Z. 5 out of 5 stars

Great site !! Very easy to navigate and explanations are clear and simple to understand. Thank You!

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Linda s. 5 out of 5 stars

This was such an easy process and even tho you had to pay a $15 - to me it was well worth not having to drive downtown etc or take the risk of mailing the documents (fearing that they would get lost). I'll be using this from now on...

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Sue B. 5 out of 5 stars

Easy to download and complete. Thank you for this service!

Reply from Staff

Thank you for your feedback Sue, we really appreciate it!