Montgomery County Appointment of Substitute Trustee for Deed of Trust Form

Last validated April 23, 2026 by our Forms Development Team

Montgomery County Appointment of Substitute Trustee Form

Montgomery County Appointment of Substitute Trustee Form

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

Document Last Validated 4/3/2026
Montgomery County Appointment of Substitute Trustee Guidelines

Montgomery County Appointment of Substitute Trustee Guidelines

Line by line guide explaining every blank on the form.

Document Last Validated 4/23/2026
Montgomery County Completed Example of the Appointment of Substitute Trustee Document

Montgomery County Completed Example of the Appointment of Substitute Trustee Document

Example of a properly completed form for reference.

Document Last Validated 4/3/2026

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:
  • Both spouses typically need to sign if property is jointly owned
  • Make copies of your documents before recording - keep originals safe
  • Avoid the last business day of the month when possible
  • Recorded documents become public record - avoid including SSNs

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. 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 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!

This form is used to substitute a trustee in a Deed of Trust Document. This is frequently done when the Deed of Trust is in default and the current trustee can't or won't act. This document is executed by the Beneficiary/lender, assignee, representative, attorney or mortgage servicer.

"Substitute trustee" means a person appointed by the current mortgagee or mortgage servicer under the terms of the security instrument to exercise the power of sale. Sec. 51.0001.(7)

Sec. 51.0075. AUTHORITY OF TRUSTEE OR SUBSTITUTE TRUSTEE.

(a) A trustee or substitute trustee may set reasonable conditions for conducting the public sale if the conditions are announced before bidding is opened for the first sale of the day held by the trustee or substitute trustee.

(b) A trustee or substitute trustee is not a debt collector.

(c) Notwithstanding any agreement to the contrary, a mortgagee may appoint or may authorize a mortgage servicer to appoint a substitute trustee or substitute trustees to succeed to all title, powers, and duties of the original trustee. A mortgagee or mortgage servicer may make an appointment or authorization under this subsection by power of attorney, corporate resolution, or other written instrument.

(d) A mortgage servicer may authorize an attorney to appoint a substitute trustee or substitute trustees on behalf of a mortgagee under Subsection (c).

(e) The name and a street address for a trustee or substitute trustees shall be disclosed on the notice required by Section 51.002(b).

(f) The purchase price in a sale held by a trustee or substitute trustee under this section is due and payable without delay on acceptance of the bid or within such reasonable time as may be agreed upon by the purchaser and the trustee or substitute trustee if the purchaser makes such request for additional time to deliver the purchase price. The trustee or substitute trustee shall disburse the proceeds of the sale as provided by law.

(Texas Appointment of Substitute Trustee Package includes form, guidelines, and completed example) For use in Texas only.

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

This Appointment of Substitute Trustee for Deed of Trust 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 of Substitute Trustee for 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.

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Reply from Staff

Glad to hear that Dianne. We always recommend seeking the advice of a professional if you are not completely sure of what you are doing. Have a great day!

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Reply from Staff

Thank you, Pat. We’re glad the documents were as described and easy to access. Just to clarify — Johnson County doesn’t provide a Transfer on Death Deed form. We make the correct, recordable version available, and any required supplemental forms are free on our site, with or without purchase.

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Reply from Staff

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December 17th, 2020

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March 30th, 2022

Love these docs, and so does the recorder's office. Recording always goes so smooth, no issues ever. THANKS!!!

Reply from Staff

Awesome! Thanks for the kind words Sara.

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January 3rd, 2019

This was so easy! Doing it this way saved me a bundle. I used the example form to make sure mine was correct. I would highly recommend this to anyone.

Reply from Staff

Thanks Pamela. We're glad the completed example was helpful.

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July 12th, 2019

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Reply from Staff

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Reply from Staff

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July 21st, 2023

So simple to e-record my two documents. The communication was fast and very helpful. Thank you so much!

Reply from Staff

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