Lewis And Clark County Substitution of Trustee-for Trust Indenture/Deed of Trust Form (Montana)
All Lewis And Clark 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 Lewis And Clark County compliant document last validated/updated 7/23/2025
Substitution of Trustee Guidelines
Line by line guide explaining every blank on the form.
Included Lewis And Clark 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 Lewis And Clark County compliant document last validated/updated 4/30/2025
The following Montana and Lewis And Clark 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 Lewis And Clark County. The executed documents should then be recorded in the following office:
Lewis and Clark County Clerk / Recorder
316 North Park Ave, Rm 113, Helena, Montana 59623
Hours: 8:00am-5:00pm M-F
Phone: (406) 447-8337
Local jurisdictions located in Lewis And Clark County include:
- Augusta
- Canyon Creek
- East Helena
- Fort Harrison
- Helena
- Lincoln
- Marysville
- Wolf Creek
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 Lewis And Clark 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 Lewis And Clark County using our eRecording service.
Are these forms guaranteed to be recordable in Lewis And Clark County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Lewis And Clark 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 Lewis And Clark County that you need to transfer you would only need to order our forms once for all of your properties in Lewis And Clark County.
What are supplemental forms?
Often when a deed is recorded, additional documents are required by Montana or Lewis And Clark 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 Lewis And Clark 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 Lewis And Clark 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 Lewis And Clark 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.
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July 24th, 2025
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July 22nd, 2025
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May 19th, 2022
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Donald S.
March 16th, 2021
Guidelines somewhat helpful. Forms fillable but not editable unless you buy an Adobe conversion service subscription. End product looks crude and amateurish. Fields can't be reduced or enlarged to accommodate unique data. Very disappointing.
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October 29th, 2023
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March 4th, 2023
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Suzanne D.
January 7th, 2019
Information found, thank you. I own Ground Rent on property and needed to know name of property owner and address for mailing bill.
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Nancy O.
August 6th, 2023
Have not actually filed as yet but package seems to answer all my questions and believe this will be a walk in the park instead a a headache or expensive endeavor. Thanks.
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Sharon B.
April 3rd, 2024
Downloaded pdf form was difficult to use,/modify and has too much space between sections.
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May 28th, 2020
Had the paperwork that I needed. Was a quick and easy transaction.
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November 13th, 2019
The warranty deed forms I received worked fine.
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August 27th, 2021
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March 2nd, 2022
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June 24th, 2022
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