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

Montgomery County Appointment of Substitute Trustee Guidelines
Line by line guide explaining every blank on the form.

Montgomery County Completed Example of the Appointment of Substitute 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 Texas and Montgomery County documents included at no extra charge:
Where to Record Your Documents
County Clerk - Main Office
Conroe, Texas 77301 /77305
Hours: Monday - Friday 8:00am - 5:00pm
Phone: (936) 539-7885
East County Annex
New Caney, Texas 77357
Hours: Tuesday & Thursday 8:30am - 4:30pm / Closed 12 - 1 for lunch
Phone: 281-577-8976
South County Annex
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
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
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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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March 30th, 2022
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January 3rd, 2019
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Thanks Pamela. We're glad the completed example was helpful.
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