Flathead County Substitution of Trustee-for Trust Indenture/Deed of Trust Form
Last validated November 5, 2026 by our Forms Development TeamFormatted 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.
- 3 documents included
- Immediate PDF download
- Formatting guarantee

Flathead County Substitution of Trustee Form
Fill in the blank form formatted to comply with all recording and content requirements.

Flathead County Substitution of Trustee Guidelines
Line by line guide explaining every blank on the form.

Flathead 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 Flathead County documents included at no extra charge:
Where to Record Your Documents
Flathead County Clerk / Recorder
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
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 - ( 4,850 Reviews )
Diane P. 5 out of 5 stars
Form was very easy to use and was processed/ recorded with no issue. Thank you it saved me from having to contact an attorney.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
David D. 5 out of 5 stars
Quick, easy, thorough, reasonable price. Much better than trying to contact a paralegal (who do not usually respond quickly, it seems)
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Joseph M. 5 out of 5 stars
Very easy to use the service and responses came very quickly.
Thank you!
William T. 5 out of 5 stars
Very informative and user friendly. Thank you.
Your feedback is greatly appreciated. Thank you for taking the time to share your experience!
Patricia J. 5 out of 5 stars
So simple. Thank you.
Thank you Patricia.
Oldemar T. 5 out of 5 stars
Messaging system should reach customer email. It took me a couple of days to find out the processor had messaged me. A customer notification should be implemented for every message left in the account.
Thank you!
Bobbi W. 5 out of 5 stars
Site was super easy to use. After frustrating search for the item I needed I found it here!
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Meridith B. 5 out of 5 stars
Well, When I got the question right I got the answers right from Claim Deed. In the end it all worked out very, very good. I'm pleased with the deed and the price was very fair. Thank you for answering all my crazy questions. Now all we have to do is go to UPS and sign it. Thank, again.
Thank you!
Gregory K. 5 out of 5 stars
Easy to work with. Fair price. Nice, efficient service. Would definitely use Deeds.com again for any legal documents.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Sheryl C. 5 out of 5 stars
Very Very helpful easy to navigate the guides and examples were great and informative. Great to have will be using for future transactions.
Thank you for your feedback. We really appreciate it. Have a great day!
Gary G. 5 out of 5 stars
I'm glad I found this service . Very useful. Time saving
Thank you for your feedback. We really appreciate it. Have a great day!
Lisa G. 5 out of 5 stars
Rec'd downloads for quitclaim deed process in Florida. Recorded with the clerk of courts today and the form was done perfectly--she had no changes to make. Well worth the money--thanks
Glad to hear Lisa, we appreciate you taking the time to leave your feedback.
EVE A. 5 out of 5 stars
Site was easy to navigate. I found the lien discharge form I was looking for immediately and the download and completion was simple. Thank you for having a great site.
Thank you for your feedback. We really appreciate it. Have a great day!
Yvonne R. 5 out of 5 stars
Quick and easy, however, I couldn't get the guide to download.
Thank you for your feedback. We really appreciate it. Have a great day!
Brooksye G. 5 out of 5 stars
Very helpful. I live in Arkansas and needed information and documents for a Missouri transaction. I got everything I needed without any hassle.
Thank you Brooksye, we really appreciate your feedback.