Lewis And Clark County Substitution of Trustee-for Trust Indenture/Deed of Trust Form
Last validated September 16, 2026 by our Forms Development TeamFormatted for recording in Lewis And Clark County, for property anywhere in the county: rural and unincorporated areas as well as Augusta, Canyon Creek, East Helena, Fort Harrison, Helena, Lincoln, Marysville, Wolf Creek.
- 3 documents included
- Immediate PDF download
- Formatting guarantee
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
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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:
- Bring your driver's license or state-issued photo ID
- Ensure all signatures are in blue or black ink
- White-out or correction fluid may cause rejection
- Ask about their eRecording option for future transactions
- Avoid the last business day of the month when possible
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. 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 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 county recording office listed above.
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.
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Marolyn V. 3 out of 5 stars
The booklet is too wordy. Not concise enough for someone who is inexperienced at filling out your form. It would be nice to have a picture example of what you are talking about. When we got to the Registars office we found out they do not have a notary. Would have been nice to know before we went. The form asks for page and book which is no longer needed. So why have it on there?
Thank you, Marolyn, this is useful feedback. A completed sample is actually included with the form, and your note tells us we should make it easier to find and tie it more directly to the instructions, so we'll do that. We'll also add a "before you begin" checklist and a clearer note that the document needs to be notarized in advance, since recording offices don't provide notary service. On the book and page: that reference is required by the Utah statute this affidavit is filed under (§ 57-1-5.1) and still applies to older deeds recorded before counties moved to entry-number-only indexing around 2000. You enter whichever reference appears on your recorded deed and leave the rest blank. Appreciate you taking the time to write in.
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status was canceled. said i needed to record directly. would be 5 stars if it worked.
Sorry for the inconvenience Roger. Unfortunately, not all jurisdictions in the country have progressed to the point of being able to accept all document types for e-recording.
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