Jefferson County Substitution of Trustee-for Trust Indenture/Deed of Trust Form
Last validated July 22, 2026 by our Forms Development Team
Jefferson County Substitution of Trustee Form
Fill in the blank form formatted to comply with all recording and content requirements.
Jefferson County Substitution of Trustee Guidelines
Line by line guide explaining every blank on the form.
Jefferson 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
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Additional Montana and Jefferson County documents included at no extra charge:
Where to Record Your Documents
Jefferson County Clerk / Recorder
Boulder, Montana 59632
Hours: 8:00 to 12:00 & 1:00 to 5:00 Mon-Fri
Phone: (406) 225-4020
Recording Tips for Jefferson County:
- Ensure all signatures are in blue or black ink
- Bring extra funds - fees can vary by document type and page count
- Check margin requirements - usually 1-2 inches at top
- Request a receipt showing your recording numbers
- If mailing documents, use certified mail with return receipt
Cities and Jurisdictions in Jefferson County
Properties in any of these areas use Jefferson County forms:
- Basin
- Boulder
- Cardwell
- Clancy
- Jefferson City
- Whitehall
Hours, fees, requirements, and more for Jefferson County
How do I get my forms?
Forms are available for immediate download after payment. The Jefferson 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 Jefferson County?
Yes. Our form blanks are guaranteed to meet or exceed the applicable formatting requirements used for recording in Jefferson 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 Jefferson 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 Jefferson County?
Recording fees in Jefferson County vary. Contact the recorder's office at (406) 225-4020 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 Jefferson 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 Jefferson County.
Our Promise
The documents you receive here are guaranteed to meet or exceed the applicable Jefferson 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
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