The property is held under a deed of trust and you need to change the trustee — the lender (beneficiary) has the power to appoint a successor trustee, and this is the recordable instrument that does it. Unlike the reconveyance (which the trustee signs), the Substitution of Trustee is drafted and e-signed by the BENEFICIARY. Pick the purpose: appoint a successor to reconvey once the loan is paid (the combined “Substitution of Trustee and Full Reconveyance”), appoint a foreclosure trustee to proceed under the power of sale after a default, or appoint a successor for general administration when the original trustee has resigned or cannot act. Choose residential or commercial, recite the deed of trust (with its recording book/page/instrument number), the note, the trustor, the original trustee and the newly appointed successor trustee, and PaperKit adds the appointment, a purpose-specific direction (to reconvey with a paid-in-full recital, or to foreclose with the amount in default), and an acceptance-by-successor block, then assembles the whole instrument. Hosted online for the beneficiary to review & e-sign. Clean PDF.
A deed of trust reserves to the beneficiary — the present holder of the note — the power to appoint a successor trustee. Unlike the reconveyance, the beneficiary (not the trustee) is the one who executes this instrument.
The big lever — it decides the document title, which follow-on direction section renders (reconvey vs. foreclose), and the money recital.
Reconveyance: the note is paid — the beneficiary appoints the successor trustee and (optionally) directs it to reconvey, forming the combined “Substitution of Trustee and Full Reconveyance”. PaperKit recites paid-in-full when the amount paid clears the note.
Residential deed of trust: framed for a home / consumer mortgage secured by a deed of trust.
A real, section-by-section recordable substitution of trustee. The purpose choice drives the title and whether the beneficiary directs the successor to reconvey (paid-in-full recital) or to foreclose (amount-in-default recital). Publish to get a hosted link the beneficiary can e-execute online.
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A substitution of trustee is a template for convenience, not legal advice. It is a recordable instrument by which the beneficiary of a deed of trust appoints a successor trustee; to be effective it must generally be signed by the current beneficiary / noteholder, acknowledged before a notary, and recorded with the correct recorder / register of deeds, in the form and with the reference numbers required by that office and applicable state law, and (for a foreclosure) followed by the statutory notices of default and sale. PaperKit is not a law firm. Review the substitution and consult a qualified attorney.