Lewis And Clark County Substitution of Trustee-for Trust Indenture/Deed of Trust Form
Last validated July 22, 2026 by our Forms Development Team
Lewis And Clark County Substitution of Trustee Form
Fill in the blank form formatted to comply with all recording and content requirements.

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

Lewis And Clark 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 Lewis And Clark County documents included at no extra charge:
Where to Record Your Documents
Lewis and Clark County Clerk / Recorder
Helena, Montana 59623
Hours: 8:00am-5:00pm M-F
Phone: (406) 447-8337
Recording Tips for Lewis And Clark County:
- Verify all names are spelled correctly before recording
- Check that your notary's commission hasn't expired
- Ask if they accept credit cards - many offices are cash/check only
- Some documents require witnesses in addition to notarization
Cities and Jurisdictions in Lewis And Clark County
Properties in any of these areas use Lewis And Clark County forms:
- Augusta
- Canyon Creek
- East Helena
- Fort Harrison
- Helena
- Lincoln
- Marysville
- Wolf Creek
Hours, fees, requirements, and more for Lewis And Clark County
How do I get my forms?
Forms are available for immediate download after payment. The Lewis And Clark 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 Lewis And Clark County?
Yes. Our form blanks are guaranteed to meet or exceed the applicable formatting requirements used for recording in Lewis And Clark 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 Lewis And Clark 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 Lewis And Clark County?
Recording fees in Lewis And Clark County vary. Contact the recorder's office at (406) 447-8337 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 Lewis And Clark 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 Lewis And Clark County.
Our Promise
The documents you receive here are guaranteed to meet or exceed the applicable Lewis And Clark 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 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.
4.8 out of 5 - ( 4774 Reviews )
Walter K.
November 24th, 2021
Works ok but could have more specific information. My wife and I both own the Quit Claim property, should we both sign as Grantors?
Thank you!
Jeffrey S.
February 1st, 2024
Web site was clear to understand and easy to use. Found what I needed quickly and crossed it off my to do list. Thanks, JS
We are grateful for your feedback and looking forward to serving you again. Thank you!
David R.
February 8th, 2024
Very straightfoward and simple process. The submission of my artifact was completed within a half hour. The best part for me was the coverage/service-area that it included my jurisdiction
We are delighted to have been of service. Thank you for the positive review!
Nancy R.
June 5th, 2022
I AM NOT TOO SMART WHEN IT COMES TO COMPUTER STUFF, BUT THIS WEBSITE MADE IT SO VERY EASY & SIMPLE TO ACCOMPLISH THE TASK THAT WAS NEEDED. I FOUND MY STATE, FOUND THE TYPE OF DEED I NEEDED, FILLED IN THE BLANKS, PRINTED IT OUT & THEN GOT THE REQUIRED SIGNATURES WITNESSED & NOTARIZED -- EASY-PEASY! I WILL BE USING DEEDS.COM IN THE FUTURE & WILL CERTAINLY RECOMMEND IT TO FRIENDS & FAMILY. I REALLY APPRECIATED ALL THE OTHER FORMS OF EXPLANATION THEY GIVE YOU AS WELL AS AN EXAMPLE OF HOW YOUR COMPLETED DOCUMENT SHOULD LOOK ONCE YOU'RE FINISHED.
Thank you for your feedback. We really appreciate it. Have a great day!
edward m.
February 27th, 2019
I would rate it 5 stars also. Eddie M.
Thank you!
Jesse S.
January 2nd, 2020
I am excited for your service. I'm counting on this working-and calling to see if I can e-file with the County of dealing with, and if so, your service will have saved me more years of stress, worrying about how to correct a deed that was titled incorrectly.
Thank you!
Amanda P.
April 14th, 2021
Quick kind and useful feedback provided related to issues.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
richard E.
April 23rd, 2020
First time I used service. It was simple to use. The response time was excellent. I look forward to using them in the future.
That's awesome Richard, glad we could help!
Lynn S.
July 22nd, 2020
Great service. I did not have to put much thought into the process!!! Worth the $15.00 extra!!
Thank you for your feedback. We really appreciate it. Have a great day!
Daniel B.
April 7th, 2023
Very well organized and easy to understand. Will probably use your service again in the future for other forms
Thank you for your feedback. We really appreciate it. Have a great day!
Melody S.
February 11th, 2021
Although I was given quite a bit of information, I wanted my property title. I was not informed of what I would receive before I paid for this service.
Thank you!
Rick H.
May 11th, 2019
Website easy to use. Sample feed from helpful. Will know more after county reviews application.
Thank you Rick, we really appreciate your feedback.
Linda M.
August 21st, 2026
The form I purchased along with the instructions and completed sample were easy to use. I downloaded them on my iPad. I had to also download the free adobe reader app from the App Store. I had no problem getting the beneficiary deed recorded at the recorder’s office. I am pleased with my purchase.
Thanks so much for the kind words, Linda! Glad the sample and instructions made the process smooth, and that tip about the Adobe Reader app for iPad is genuinely helpful for other customers too. Congrats on getting the deed recorded!
Lavonia L.
October 7th, 2024
Found exactly what I was looking for and it helped tremendously.
Thank you for your feedback. We really appreciate it. Have a great day!
raymond w.
February 24th, 2022
answeed many questions I had.
Thank you!