What is a substitution of trustee 2026

1. Click ‘Get Form’ to open the Substitution of Trustee document in the editor.
2. Begin by filling in the 'Beneficiary' section, where you will enter the name of the individual or entity that holds the note secured by the Deed of Trust.
3. Next, provide details about the original Trustee and Grantor, including their names and the date of the Deed of Trust.
4. In the section for 'Substituted Trustee', enter the name of the new Trustee who will take over responsibilities.
5. Complete any necessary tax exemption information if applicable, indicating reasons for exemption from documentary transfer tax.
6. Finally, ensure all parties sign and date where indicated, confirming their agreement to the terms outlined in this document.

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