Phillips County Substitution of Trustee-for Trust Indenture/Deed of Trust Form
Last validated November 5, 2026 by our Forms Development TeamFormatted for recording in Phillips County, for property anywhere in the county: rural and unincorporated areas as well as Dodson, Loring, Malta, Saco, Whitewater, Zortman.
- 3 documents included
- Immediate PDF download
- Formatting guarantee

Phillips County Substitution of Trustee Form
Fill in the blank form formatted to comply with all recording and content requirements.

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

Phillips 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 Phillips County documents included at no extra charge:
Where to Record Your Documents
Phillips County Clerk / Recorder
Malta, Montana 59538
Hours: 8:00 to 5:00 M-F
Phone: (406) 654-2423
Recording Tips for Phillips County:
- Bring your driver's license or state-issued photo ID
- Ensure all signatures are in blue or black ink
- Avoid the last business day of the month when possible
- Both spouses typically need to sign if property is jointly owned
- Bring extra funds - fees can vary by document type and page count
Cities and Jurisdictions in Phillips County
Properties in any of these areas use Phillips County forms:
- Dodson
- Loring
- Malta
- Saco
- Whitewater
- Zortman
Hours, fees, requirements, and more for Phillips County
How do I get my forms?
Forms are available for immediate download after payment. The Phillips 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 Phillips County?
Yes. Our form blanks are guaranteed to meet or exceed the applicable formatting requirements used for recording in Phillips 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 Phillips 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 Phillips County?
Recording fees in Phillips County vary. Contact the recorder's office at (406) 654-2423 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 Phillips 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 Phillips County.
Our Promise
The documents you receive here are guaranteed to meet or exceed the applicable Phillips 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 Phillips 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 - ( 4,850 Reviews )
Jodi W. 1 out of 5 stars
Absolutely horrible service and experience. Would not recommend to anyone. If there was an option to select a zero star rating I would have. I am sure this review will not be posted.
Thank you for your feedback Jodi.
Duane R. 5 out of 5 stars
Your site was very easy to use and provided all the information needed.
Thank you for your feedback. We really appreciate it. Have a great day!
Sheryl B. 5 out of 5 stars
Great forms. Just what I needed.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Charles H. 5 out of 5 stars
Website is user-friendly and very helpful, butI will have to wait until I submit my documents to the Clerk of Court to see if they are acceptable.
Thank you for your feedback. We really appreciate it. Have a great day!
Dakota H. 5 out of 5 stars
Brilliant idea. Beats working with an attorney who charges $250+ per hour. Thanks.
Thank you!
Linda W. 5 out of 5 stars
Received feedback in a timely manner and got a quick reponse.
Thank you!
Richard L. 5 out of 5 stars
Thanks for the complete and reasonably priced set of docs. I was specifically looking for and glad to find a current version of a TOD deed following the California extension.
Thank you for your feedback. We really appreciate it. Have a great day!
EILEEN K. 5 out of 5 stars
I received my product in great condition and it works ok. Thankyou!!!
Thank you!
Paul M. 5 out of 5 stars
Great site! Got what I needed and I'm not the brightest bulb in the box when it comes to this interwebz stuff.
Thank you!
Nora B. 5 out of 5 stars
VERY NICE SERVICE
Thank you for your feedback. We really appreciate it. Have a great day!
Barbara B. 5 out of 5 stars
A great help! Thank you.
Thank you!
Pamela C. 4 out of 5 stars
It was easy to download. And your guide was informative as was the completed form for an example. But I wish that I had been able to edit the forms online and then print. My handwritten info is just not as crisp.
Thank you for your feedback. We really appreciate it. Have a great day!
Donaldo C. 5 out of 5 stars
Deeds.com is very helpful when filling a Deed. I appreciate that. Thank you.
Thank you!
David Y. 5 out of 5 stars
Really great forms. Did the quitclaim, everything was perfect, recorded with no problems at all. Thanks!
Thank you!
Daniel R. 4 out of 5 stars
Could have had Clerk's certification of mailing form after it is recorded. Not fatal, but I did have to resort to reading the statute as well.
Thank you!