Union County Appointment of Substitute Trustee Form (North Carolina)

All Union County specific forms and documents listed below are included in your immediate download package:

Appointment of Substitute Trustee Form

Union County Appointment of Substitute Trustee Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included Union County compliant document last validated/updated 4/29/2025

Appointment of Substitute Trustee Guidelines

Union County Appointment of Substitute Trustee Guidelines

Line by line guide explaining every blank on the form.
Included Union County compliant document last validated/updated 6/2/2025

Completed Example of the Appointment of Substitute Trustee Form

Union County Completed Example of the Appointment of Substitute Trustee Form

Example of a properly completed form for reference.
Included Union County compliant document last validated/updated 5/2/2025

Foreclosure Clause

Union County Foreclosure Clause

Clause that can be added to the form, if foreclosure is involved.
Included Union County compliant document last validated/updated 4/29/2025

The following North Carolina and Union County supplemental forms are included as a courtesy with your order:

When using these Appointment of Substitute Trustee forms, the subject real estate must be physically located in Union County. The executed documents should then be recorded in the following office:

Union County Register of Deeds

500 N Main St, Suite 239 / PO Box 248, Monroe, North Carolina 28111

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

Phone: (704) 283-3727

Local jurisdictions located in Union County include:

  • Indian Trail
  • Marshville
  • Matthews
  • Mineral Springs
  • Monroe
  • Waxhaw
  • Wingate

How long does it take to get my forms?

Forms are available immediately after submitting payment.

How do I get my forms, are they emailed?

Immediately after you submit payment, the Union County forms you order will be available for download directly from your account. You can then download the forms to your computer. If you do not already have an account, one will be created for you as part of the order process, and your login details will be provided to you. If you encounter any issues accessing your forms, please reach out to our support team for assistance. Forms are NOT emailed to you.

What does "validated/updated" mean?

This indicates the most recent date when at least one of the following occurred:

  • Updated: The document was updated or changed to remain compliant.
  • Validated: The document was examined by an attorney or staff, or it was successfully recorded in Union County using our eRecording service.
Are these forms guaranteed to be recordable in Union County?

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

Can the Appointment of Substitute Trustee forms be re-used?

Yes. You can re-use the forms for your personal use. For example, if you have more than one property in Union County that you need to transfer you would only need to order our forms once for all of your properties in Union County.

What are supplemental forms?

Often when a deed is recorded, additional documents are required by North Carolina or Union County. These could be tax related, informational, or even as simple as a coversheet. Supplemental forms are provided for free with your order where available.

What type of files are the forms?

All of our Union County Appointment of Substitute Trustee forms are PDFs. You will need to have or get Adobe Reader to use our forms. Adobe Reader is free software that most computers already have installed.

Do I need any special software to use these forms?

You will need to have Adobe Reader installed on your computer to use our forms. Adobe Reader is free software that most computers already have installed.

Do I have to enter all of my property information online?

No. The blank forms are downloaded to your computer and you fill them out there, at your convenience.

Can I save the completed form, email it to someone?

Yes, you can save your deed form at any point with your information in it. The forms can also be emailed, blank or complete, as attachments.

Are there any recurring fees involved?

No. Nothing to cancel, no memberships, no recurring fees.

In a Deed of Trust, the trustee is an independent third party who holds conditional title on behalf of the lender for the purpose of either reconveying the property back to the borrower after the loan is repaid or selling the property if the borrower defaults on the loan. Trustee's can be replaced for many reasons, incapacity, incompetency, death, etc. Often a lender will substitute a trustee with a firm or corporation that will be conducting a foreclosure.

NCG 45-10. States:
In addition to the rights and remedies now provided by law, the noteholders may, in their discretion, substitute a trustee whether the trustee then named in the instrument is the original or a substituted trustee or a holder or owner of any or all of the obligations secured thereby, by the execution of a written document properly recorded pursuant to Chapter 47

This form is executed by the beneficiary/lender for the substitution of a trustee, it includes an optional foreclosure clause if needed for that purpose.

(North Carolina AOST Package includes form, guidelines, and completed example)

Our Promise

The documents you receive here will meet, or exceed, the Union 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 Union County Appointment of Substitute Trustee 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 - ( 4558 Reviews )

Loretta W.

June 26th, 2025

Thank you for your excellent service

Reply from Staff

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Nigel S.

June 24th, 2025

Very simple to use. The 'completed examples' are very helpful.

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Robert H.

June 23rd, 2025

Great service, easy way to get accurate documents

Reply from Staff

Thanks, Robert! We're glad you found the service easy to use and the documents accurate—just what we aim for. Appreciate you taking the time to share your experience!

Lori W.

December 2nd, 2020

Great resource! Nice to have these forms and information available. No problems at the recorder, in fact it was the recorder that referred me to deeds.com they like their forms so much.

Reply from Staff

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Michael M.

April 30th, 2019

Easy to follow directions and instructions to properly and legally fill-in the Deed that I requested. It was also very easy and convenient. If I was going to employ an Attorney or Legal Documents Preparer, they would easily charge me between $150 to $225 a Deed! For the cost of $19.97, anyone would pursue this price! Thank you, Deeds.com for a wonderful and terrific experience! I'm going to need you again to change Titles for my other Investment Properties.

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Sylvia H.

December 22nd, 2023

Deeds.com really made the process of completing and submitting the Lien application easy. Thank you, and I will be using you whenever I need a real estate document that you carry.

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NORA F.

May 19th, 2020

The guide was so helpful, really made filing out the form easy. Thanks!

Reply from Staff

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Jack B.

January 26th, 2020

All worked out well.

Reply from Staff

Thank you!

April J.

September 14th, 2021

The example and guide were invaluable! Easy to use and easy to fill out.

Reply from Staff

Thank you!

Carl S.

February 29th, 2020

Five Stars!

Reply from Staff

Thank you!

ELOISA F.

May 27th, 2021

Once I had everything right;the recording was fast and easy. I was updated at every juncture and apprised of my mistakes in order to fix and record my deed. To improve service: I think that several different examples and scenarios would have helped. If you have different names from your children; birth certificates and marriage certificates are a requirement in Clark County, NV. If you want to add anyone to the deed in a Quit Claim Deed; you have to add yourself as a grantee even if you are the grantor along with the other grantees.

Reply from Staff

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

Karin H.

September 18th, 2021

Awesome same-day service!

Reply from Staff

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Lynn S.

July 22nd, 2020

Great service. I did not have to put much thought into the process!!!
Worth the $15.00 extra!!

Reply from Staff

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

Theadore L.

January 4th, 2024

Bought a transfer on death deed form and it worked great. Easy to fill out and record with the County. Got some helpful information from the county recorders office before filling out the form. I found out that I could use one deed for 2 properties. Saved me money not having to pay fees for 2 deeds.

Reply from Staff

We are delighted to have been of service. Thank you for the positive review!

jim g.

June 4th, 2020

so far so good. was hoping to have the recorded document already. i need the recorded document by friday, june 5th for my city approval. anyway you can please get it to me tomorrow.
thanks,
jim

Reply from Staff

Thank you!