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

Last validated March 30, 2026 by our Forms Development Team

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 3/30/2026
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 2/13/2026
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 3/27/2026

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

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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:
  • Ensure all signatures are in blue or black ink
  • White-out or correction fluid may cause rejection
  • Verify all names are spelled correctly before recording
  • 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

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. 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 - ( 4693 Reviews )

John B.

January 23rd, 2019

Forms are as advertised and easy to access.

Reply from Staff

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August 24th, 2020

This has been the most seamless process I have ever experienced. Thank you for addressing my needs so quickly and professionally.

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Robert F.

July 11th, 2023

This service is excellent. I submitted a Quickclaim Deed so my home would be in the name of a Living Trust I had just created. This was my first attempted at any of this and the staff person, KVH, who reviewed my Deed was extremely helpful and quick to respond to any questions I had and to make sure the Deed had the correct information before submittal to the county for recording. I started the process one afternoon and by the next day, the Deed was submitted to, and recorded in, my county. I will use them again whenever needed.

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Rebecca Q.

January 19th, 2019

Very helpful! Unfortunately, they didn't have what I needed, but they got back to me quickly and didn't charge me anything. Easy to work with.

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Nancy H.

May 31st, 2019

Easy to use site. Would continue to go to for future needs.

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milton m.

August 27th, 2021

good product easy to use, as advertised

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Shannon D.

November 4th, 2020

Extremely easy site to use. We had our document e-recorded the same day and we didn't have to make a trip downtow!

Reply from Staff

Thank you!

Ruth L.

August 18th, 2021

Easy to use form. I filled it out and took it to the county office. Entire process took less than 20 min.

Reply from Staff

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Patrick M.

November 1st, 2019

Very useful and easy to use. Great value too. Especially liked the example.

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Catherine C.

February 26th, 2021

This was great. Happy I found you!

Reply from Staff

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PETER A.

May 15th, 2025

Got the forms I needed after getting forms for the wrong county and paying twice. My bad!

Reply from Staff

Thanks for your feedback! Just to clarify—when an order is placed for the wrong county, we’re happy to help. In this case, we canceled the original order and refunded the payment so there was no duplicate charge. Glad you got the correct forms in the end!

Donna P.

September 20th, 2020

Your documents were very helpful. I went ahead and filled in all the info for the Release of Lien document. It was easy to do with your example. I had all the necessary info such as plot numbers, etc. for the property and everything fit nicely onto the document. It has been notorized and mailed. My grandparents' Victorian home has new owners who love it and has paid it off. Yeah!!!

Reply from Staff

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Kevin U.

January 27th, 2025

very smooth and easy

Reply from Staff

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Frank H.

September 22nd, 2022

Form and instructions were useful. But I suggest creating a form for transferring a deed pursuant to a trust. The existing form is based on a will going through probate so it doesn't fit the trust situation in some respects.

Reply from Staff

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

Viola G.

November 2nd, 2023

no as easy as anticipated but convenient.

Reply from Staff

We are grateful for your feedback and looking forward to serving you again. Thank you!