Montgomery County Appointment and Acceptance of Successor Trustee (Recordable) Form

Last validated September 21, 2026 by our Forms Development Team

Formatted for recording in Montgomery County, for property anywhere in the county: rural and unincorporated areas as well as Conroe, Dobbin, Magnolia, Montgomery, New Caney, Pinehurst, Porter, Splendora and 2 more.

$3997
One-time purchase. No subscription.
  • 3 documents included
  • Immediate PDF download
  • Formatting guarantee

Montgomery County Appointment and Acceptance of Successor Trustee (Recordable) Form

Montgomery County Appointment and Acceptance of Successor Trustee (Recordable) Form

Fill in the blank Appointment and Acceptance of Successor Trustee (Recordable) form formatted to comply with all Texas recording and content requirements.

Document last validated 9/18/2026
Montgomery County Appointment and Acceptance of Successor Trustee (Recordable) Guide

Montgomery County Appointment and Acceptance of Successor Trustee (Recordable) Guide

Line by line guide explaining every blank on the Appointment and Acceptance of Successor Trustee (Recordable) form.

Document last validated 8/20/2026
Montgomery County Completed Example of the Appointment and Acceptance of Successor Trustee (Recordable) Document

Montgomery County Completed Example of the Appointment and Acceptance of Successor Trustee (Recordable) Document

Example of a properly completed Texas Appointment and Acceptance of Successor Trustee (Recordable) document for reference.

Document last validated 9/21/2026

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

Immediate Download • Secure Checkout

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

Where to Record Your Documents

County Clerk - Main Office

Address:
210 W Davis (Hwy 105) / PO Box 959
Conroe, Texas 77301 /77305

Hours: Monday - Friday 8:00am - 5:00pm

Phone: (936) 539-7885

East County Annex

Address:
21130 Hwy 59
New Caney, Texas 77357

Hours: Tuesday & Thursday 8:30am - 4:30pm / Closed 12 - 1 for lunch

Phone: 281-577-8976

South County Annex

Address:
1520 Lake Front Circle
The Woodlands, Texas 77380

Hours: Monday, Wednesday & Friday 8:30am - 4:30pm / Closed 12 - 1 for lunch

Phone: 281-364-4241

Recording Tips for Montgomery County:
  • Bring your driver's license or state-issued photo ID
  • Ensure all signatures are in blue or black ink
  • Make copies of your documents before recording - keep originals safe
  • Recorded documents become public record - avoid including SSNs
  • Recording fees may differ from what's posted online - verify current rates

Cities and Jurisdictions in Montgomery County

Properties in any of these areas use Montgomery County forms:

  • Conroe
  • Dobbin
  • Magnolia
  • Montgomery
  • New Caney
  • Pinehurst
  • Porter
  • Splendora
  • Spring
  • Willis

View Complete Recorder Office Guide

Hours, fees, requirements, and more for Montgomery County

How do I get my forms?

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

Yes. Our form blanks are guaranteed to meet or exceed the applicable formatting requirements used for recording in Montgomery 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 Montgomery 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 Montgomery County?

Recording fees in Montgomery County vary. Contact the recorder's office at (936) 539-7885 for current fees.

Questions answered? Let's get started!

Legal title to real property held in a Texas trust stands in the name of the trustee. The deed that moved the property into the trust names the trustee of record, and every later search of the county records starts from that name. When that trustee dies, resigns, becomes incapacitated, or is removed, the trust continues and a successor steps in, but the county records still show only the prior trustee. This form prepares the instrument Texas title practice uses to close that gap: a recordable appointment and acceptance of successor trustee for a trust holding Texas real property.

Title Follows the Trustee

Under Section 113.083 of the Texas Trust Code, a successor trustee is selected according to the method, if any, prescribed in the trust instrument, with court appointment available where the instrument supplies none. Section 113.084 then does the quiet work that matters for real estate: unless the trust instrument or a court order provides otherwise, the successor trustee has the rights, powers, authority, discretion, and title to trust property conferred on the trustee. The succession takes effect under the trust instrument and the statute, with no new deed from the old trustee to the new one. What the succession does not do on its own is appear in the county records.

One Instrument, Two Legal Acts

The form performs two acts in a single recordable document. The appointing party, the person the trust instrument authorizes to select a successor, appoints the successor trustee, reciting the trust, the prior trustee, the vacancy event, and the provision relied on. The successor trustee then accepts the trust in writing; under Section 112.009, a signature on a separate written acceptance is conclusive evidence that the person accepted the trust. Each signer acknowledges before a notary, and the acknowledgments are what make the instrument recordable: Property Code Section 12.001 provides that an instrument concerning real property may be recorded once acknowledged.

Recording as Notice, Not Effectiveness

No Texas statute requires an appointment of successor trustee to be recorded, and recording is not what makes it effective. Recording serves the title record. A title company examining the trust property years later, a purchaser tracing the chain of title, and the appraisal district adjusting its rolls all find the succession documented in the same records that hold the vesting deed. The instrument identifies the property by county, legal description, street address, and vesting instrument, so the clerk indexes it where examiners look. The confidentiality notice required by Property Code Section 11.008 appears at the top of the first page, and the layout reserves the customary space on page one for the clerk's recording stamp.

What the Package Prepares

The download includes the blank instrument as a fillable PDF, a completed example showing a realistic Travis County succession from written resignation through acceptance, and a plain language guide that walks through every numbered section: the trust, the prior trustee and the vacancy, the authority for the appointment, the parties, the property, and the operative appointment and acceptance language. The instrument does not convey the property and does not modify the trust; the guide describes those limits, along with the certification of trust that banks and title companies separately request under Property Code Section 114.086. The materials are informational and are not legal advice.

Important: Your property must be located in Montgomery County to use these forms. Documents should be recorded at the county recording office listed above.

This Appointment and Acceptance of Successor Trustee (Recordable) meets all recording requirements specific to Montgomery County.

Our Promise

The documents you receive here are guaranteed to meet or exceed the applicable Montgomery 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 Montgomery County Appointment and Acceptance of Successor Trustee (Recordable) 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 - ( 4,801 Reviews )

Samantha S. 5 out of 5 stars

I really appreciated Deeds.com. It was quick and easy to use. Saved me substantial time completing my deed recording.

Reply from Staff

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

Nancy J. 5 out of 5 stars

This is a great service recommended by CSC. I only had one document to e-file. I would recommend to anyone.

Reply from Staff

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

Jacqueline S. 5 out of 5 stars

Outstanding service. The quit claim Deed form was great. Very easy to use and explained very clearly. Definitely recommend.

Reply from Staff

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

Elizabeth M. 5 out of 5 stars

So fare easy and straight forward

Reply from Staff

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

Halilat S. 5 out of 5 stars

Excellent communications. Well done guys!

Reply from Staff

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

Junior S. 5 out of 5 stars

Good

Reply from Staff

Thank you!

Jami B. 5 out of 5 stars

I was blown away by all the information I received for just $19.00!! I am still reading through it. Great job of explaining everything.

Reply from Staff

Thank you!

Jeff R. 5 out of 5 stars

Great company. I had some issues with what I had prepared on my end but my contact at Deeds.com helped me with modifying the documents and submitted them successfully. Thanks for going the extra mile

Reply from Staff

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

DON O. 2 out of 5 stars

needs to be more user friendly

Reply from Staff

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

Rox Ann S. 5 out of 5 stars

Very impressed with how fast the service was. Got what I needed within 20 to 30 minutes.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

ian a. 3 out of 5 stars

Your website advertising was somewhat deceptive regarding doing a quitclaim on a name change. "If you are transferring the property to yourself under your new name, all you have to do is update the deed from your former name to your current one." This made this sound easy. But when I downloaded the material for my state, expecting to find an example, there was no example of how to do a name change quitclaim deed! I therefore had to figure this out myself. You might have provided a warning about certain uses that were not covered in the material so that people know ahead of time that the use they needed to know about wasn't covered in the material.

Reply from Staff

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

Deborah B. 5 out of 5 stars

EVERYTHING WENT WELL, HAD NO PROBLEMS DOWNLOADING MY FORMS. THE ORDER QUICK AND EASY. THANKS IF I EVER NEED AND OF THESES FORMS AGAIN I WILL BE BACK.

Reply from Staff

Thanks Deborah, we really appreciate your feedback.

Roman F. 5 out of 5 stars

You form was good the only thing that did not work was the download to fill it out !!! I use a Mac system and maybe that's what the issue was. I filled it out by hand and it worked for the purpose .

Reply from Staff

Thanks for the kind words, Roman. Glad the form worked for you. For the fillable fields, the PDF opens best in a dedicated reader like Preview or Adobe Acrobat rather than inside a browser window, which can sometimes flatten them out. We appreciate your business.

Anthony P. 5 out of 5 stars

I was able to easily navigate the interface and purchase the forms that I needed. I was then able to prepare the forms with assistance from the reference documents provided with the deed. This was simple, easy, and user friendly. Great job!

Reply from Staff

Thanks, Anthony! We're glad to hear the process was simple and user-friendly for you. Appreciate the great feedback!

alena t. 5 out of 5 stars

It was quick and easy to print and download the forms I needed.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!