Lewis And Clark County Substitution of Trustee-for Trust Indenture/Deed of Trust Form

Last validated July 22, 2026 by our Forms Development Team

Formatted 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.

$3997
One-time purchase. No subscription.
  • 3 documents included
  • Immediate PDF download
  • Formatting guarantee

Lewis And Clark County Substitution of Trustee Form

Lewis And Clark County Substitution of Trustee Form

Fill in the blank form formatted to comply with all recording and content requirements.

Document last validated 7/16/2026
Lewis And Clark County Substitution of Trustee Guidelines

Lewis And Clark County Substitution of Trustee Guidelines

Line by line guide explaining every blank on the form.

Document last validated 7/22/2026
Lewis And Clark County Completed Example of a Substitution of Trustee Document

Lewis And Clark County Completed Example of a Substitution of Trustee Document

Example of a properly completed form for reference.

Document last validated 7/10/2026

All 3 documents above included • One-time purchase • No recurring fees

Immediate Download • Secure Checkout

Important: Your property must be located in Lewis And Clark County to use these forms. Documents should be recorded at the office below.

Where to Record Your Documents

Lewis and Clark County Clerk / Recorder

Address:
316 North Park Ave, Rm 113
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

View Complete Recorder Office Guide

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.

4.8 out of 5 - ( 4,787 Reviews )

Chad R. 5 out of 5 stars

a refreshing web based legal form site Thanks I will recommend to friend

Reply from Staff

Thank you!

Roger M. 5 out of 5 stars

EASY. WORKED WITH PROBLEMS.

Reply from Staff

Thank you!

Wendy S. 5 out of 5 stars

Very easy and affordable.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Robert S. 5 out of 5 stars

Very timely service and retrieved information I was looking for

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Marcia G. 5 out of 5 stars

I am so happy with this service. I can not tell you. In about 30 minutes my records were recorded. Excellent!

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Dianne M. 5 out of 5 stars

I find the resources on this website so helpful. The service is outstanding. Thank you.

Reply from Staff

Thank you!

Lori S. 5 out of 5 stars

The documents I created on deeds com turned out beautiful and very professional looking. The example they gave along with the instruction booklet made it very easy t create a professional looking document for our land Sale. I was very pleased with how easy it was and would recommend it to anyone needing professional documents without having to go thru an attorney or title company. I was very impressed!

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Edward S. 5 out of 5 stars

I was able to e-record 3 document with ease. The Middlesex registry of deeds is closed due to COVID-19 and this was my only option. Even if it was open, this is much faster and saves me time and money on parking ..etc. Great services.

Reply from Staff

Thank you!

Margaret S. 5 out of 5 stars

Very nice. easy to use and not too expensive.

Reply from Staff

Thank you!

Robert P. 5 out of 5 stars

Easy to use. Documents as stated.

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Vera O. 5 out of 5 stars

I love how quick and easy everything was. I'll definitely be using deeds.com again.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

DONALD L P. 5 out of 5 stars

HAD WRONG PASSWORD; PROGRAM MADE CHANGE EASY.

Reply from Staff

Thank you!

Mary Lou Z. 5 out of 5 stars

I was able to download the TOD deed form with no issues and it showed immediately. I appreciate that there is a sample provided on how to complete the form. Once downloaded this form is yours and can be changed ,if you make an error. This form is not complicated and is recognized by the County Court House where I filed the document. I am very pleased this form is available to process on my own and the fee is very reasonable. TY.

Reply from Staff

Thank you, Mary Lou. We are glad the transfer on death deed downloaded smoothly and that the completed sample made the process clear. It is great to hear your county recorded it without any trouble. We built these forms so property owners can handle the filing themselves with confidence, and at a fair one-time price. Thank you for choosing Deeds.com.

Conrad N. 5 out of 5 stars

It worked well for me.

Reply from Staff

Thank you!

David W. 5 out of 5 stars

The forms were exactly the ones required by that New Jersey county, and were very easy to fill out. I would use this site again, and highly recommend it.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!