Montana Forms

Toole County Substitution of Trustee-for Trust Indenture/Deed of Trust Form

Toole County Substitution of Trustee Form

Toole County Substitution of Trustee Form

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

Document Last Validated 7/23/2025
Toole County Substitution of Trustee Guidelines

Toole County Substitution of Trustee Guidelines

Line by line guide explaining every blank on the form.

Document Last Validated 4/16/2025
Toole County Completed Example of a Substitution of Trustee Document

Toole County Completed Example of a Substitution of Trustee Document

Example of a properly completed form for reference.

Document Last Validated 4/30/2025

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

Immediate Download • Secure Checkout

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

Where to Record Your Documents

Toole County Clerk and Recorder
Address:
226 1st St South, Suite 203
Shelby, Montana 59474

Hours: 8:00 to 5:00 M-F

Phone: (406) 424-8300

Recording Tips for Toole County:
  • Ask if they accept credit cards - many offices are cash/check only
  • Check margin requirements - usually 1-2 inches at top
  • Recording fees may differ from what's posted online - verify current rates

Cities and Jurisdictions in Toole County

Properties in any of these areas use Toole County forms:

  • Ethridge
  • Galata
  • Kevin
  • Oilmont
  • Shelby
  • Sunburst
  • Sweet Grass

View Complete Recorder Office Guide

Hours, fees, requirements, and more for Toole County

How do I get my forms?

Forms are available for immediate download after payment. The Toole 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 Toole County?

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Toole County including margin requirements, content requirements, font and font size requirements.

Can I reuse these forms?

Yes. You can reuse the forms for your personal use. For example, if you have multiple properties in Toole 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 Toole County?

Recording fees in Toole County vary. Contact the recorder's office at (406) 424-8300 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 Toole 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 Toole County.

Our Promise

The documents you receive here will meet, or exceed, the Toole County recording requirements for formatting. If there's an issue caused by our formatting, we'll make it right and refund your payment.

Save Time and Money

Get your Toole 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 - ( 4574 Reviews )

Jimmy W.

November 1st, 2024

Very thorough with plenty of instructions. Nice to be able to fill in the forms on my computer at my own pace and edit if needed. Jim

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Georgana T.

May 28th, 2019

Not clear information on ownership, which is what I wanted.

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July 23rd, 2021

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Brian H.

May 1st, 2019

Forms are good. But need to be able to fill in information and blanks so these can be filed. Disappointed.

Reply from Staff

Thank you for your feedback. The forms are fill in the blank, Adobe PDFs. As is noted on the site, make sure you download the documents to your computer and open them with Adobe. Sounds like you may be trying to complete them online in your browser.

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November 19th, 2019

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January 5th, 2019

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December 3rd, 2020

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October 21st, 2020

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Jacinto A.

April 22nd, 2019

The forms are exactly what was needed. But wish I was able to click on the preview form to make sure it was the correct forms

Reply from Staff

Thank you for your feedback Jacinto.

Thomas B.

May 29th, 2020

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Reply from Staff

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Elvira N.

January 6th, 2021

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Reply from Staff

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November 23rd, 2019

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Johnny A.

December 15th, 2018

My complete name is Johnny Alicea Rodriguez And the DEED is on my half brother and mine name. Jimmy Dominguez and myself Thanks

Judith S.

February 15th, 2022

Nice and Easy: two of my favorite things.

Reply from Staff

Thank you!

Virginia S.

June 28th, 2022

Very easy to use. Had my Transfer of Death Designation Affidavit done in no time and filed with the Recorder's Office the next day.

Reply from Staff

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