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

Last validated July 1, 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 6/23/2026
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 7/1/2026
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 4/20/2026

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:
  • Ask if they accept credit cards - many offices are cash/check only
  • Verify all names are spelled correctly before recording
  • Ask about their eRecording option for future transactions
  • Bring extra funds - fees can vary by document type and page count

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 - ( 4750 Reviews )

Patricia D.

January 22nd, 2019

It worked great- I had a little trouble at first with the site, figuring out where to do what, but the form was much better than the one we purchased at Staples, loved being able to fill out with the computer. We did need the other form as per the screen prior to ordering but couldn't figure out which one. The ladies at the recorders were great too.

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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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February 14th, 2019

Forms were not to hard to fill out, Will go to Douglas County Oregon Recorders office in a few weeks and hope I filled them out correctly.

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April 26th, 2019

Very easy to use.

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October 16th, 2019

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May 11th, 2023

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May 3rd, 2026

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June 10th, 2021

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Daniel L.

February 11th, 2022

You could make instructions clearer on the download process and when download is complete. You could also group things together for 1 or 2 "big" downloads.

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January 6th, 2021

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February 25th, 2023

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July 19th, 2021

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October 1st, 2020

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Barbara Y.

December 14th, 2020

I found your instructions and sample for completing a quit-claim deed in Arizona to be simple and easy to follow with one exception. The website to use in order to determine the code for the reason for exemption of fees was incorrect, as a result of which I had to contact the County Recorder to obtain that information.

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Dennis K.

June 9th, 2020

Easily downloaded and filled out form for quit claim deed was approved as soon as i dropped it off.

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