Living Trust Amendment

4 7 rating 7 customer reviews use this form to make simple changes to your living trust for example adding or removing beneficiaries or naming a new successor trustee.

Living trust amendment.

Keep these documents in a safe place. In fact trusts are easier to tweak than wills when you re scrambling to keep up with life s events and you have three options for doing so. The amendment to living trust form can be adopted to construct changes to a living trust that you earlier originated. File and distribute copies if necessary.

If you filed the original trust with the county be sure to file the amendment in that same county as well. Whenever a living trust needs to be. An amendment is an add on to your existing trust. The form enables you to eliminate provisions from the trust or incorporate brand new provisions.

Attach amendment form to original trust. Store the living trust and attached amendment in a secure location preferably in a safe deposit box or in a home safe. The last step in executing the amendment is to attach the notarized amendment form to the original trust documents. You wish to change one or more provisions of the existing living trust due to events such as a change in marital status the birth of a child a move to another state perhaps from a community property state to a non community property state or vice versa a significant change in financial status a change in the tax laws or the death of a.

Attach the amendment to the living trust. Use the living trust amendment document if. Amendment to living trust. You must definitely provide a copy of the change to the trustee who is actively handling the trust.