Flathead County Substitution of Trustee-for Trust Indenture/Deed of Trust Form
Last validated May 27, 2026 by our Forms Development Team
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:
- Documents must be on 8.5 x 11 inch white paper
- Check that your notary's commission hasn't expired
- White-out or correction fluid may cause rejection
- Ask if they accept credit cards - many offices are cash/check only
- Request a receipt showing your recording numbers
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. 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 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 - ( 4737 Reviews )
SANTTINA W.
August 13th, 2022
IT WAS SO VERY HELPFUL AND EASY TO DO WILL RETUN TO THE SITE AGAIN.
Thank you for your feedback. We really appreciate it. Have a great day!
Frank T.
February 3rd, 2020
Great service, fast easy to use, accurate forms for our project. Thank you. FTM
Thank you for your feedback. We really appreciate it. Have a great day!
timothy h.
November 12th, 2020
Too complicated and too expensive
Sorry to hear that Timothy, we do hope that you found something more suitable to your needs elsewhere. Have a wonderful day.
Tammy L.
August 20th, 2025
Very Poor and useles, a scam, don't waste your money, those templates are useless and do Not give you Any valid,proper, meeningful wording to use, did Not Help me, nothing more than what a 5th grader can come up with as far as wording or example..I feel I was riped off and this is a total scam... nothing useful
We appreciate all feedback, even when it’s critical. Thousands of customers have successfully used our documents, but they are not for everyone. These are reviewed, fill-in-the-blank templates that provide the wording and structure required by law. Some situations call for more personalized guidance or hand-holding than templates alone can provide, and in those cases an attorney may be the better option.
Ruthea M.
March 18th, 2025
It was easy to download, but you need to open an account before doing so. That was not clear.
Your insights are invaluable to us and help us strive for better service. Thank you for taking the time to share your thoughts.
Paula V.
April 15th, 2025
Fast, easy, helpful instructions. I’ll use them again!
Thank you for your feedback. We really appreciate it. Have a great day!
Barbara D.
October 9th, 2019
Appreciate this service!
Thank you!
Dhanminder D.
July 30th, 2020
The service was great. Thank you.
Thank you!
Ken B.
August 9th, 2022
Instructions were easy to follow
Thank you!
Brenda W.
June 30th, 2021
Good.
Thank you for your feedback. We really appreciate it. Have a great day!
Willie T.
March 8th, 2019
Great
Thank you for your feedback. We really appreciate it. Have a great day!
Anthony G.
February 17th, 2021
I have only used the service on one occasion but so far it has been great. Extremely simple to use.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Reida S.
September 29th, 2020
Have used two times. Smooth transaction both times. Fast, simple and easy to use system. Would use them again in the future.
Thank you for your feedback. We really appreciate it. Have a great day!
Jennifer K.
March 4th, 2021
User friendly!
Thank you!
KIMTIEN L.
April 5th, 2022
VERY GOOD INFORMATION ESPECIALLY FOR ME WHO IS IN CALIFORNIA AND OWN PROPERTY IN FLORIDA.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!