Living Trust Amendment

Attach amendment form to original trust.

Living trust amendment.

Use the living trust amendment document if. An amendment is an add on to your existing trust. Amending a revocable living trust is surprisingly easy just one of the many benefits of using one as the foundation of your estate plan. File and distribute copies if necessary.

Everything else about your trust remains the same including the trust s name so there. 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. Keep these documents in a safe place. The form enables you to eliminate provisions from the trust or incorporate brand new provisions.

Take the original and attach it to the back of your living trust. Whenever a living trust needs to be. You must definitely provide a copy of the change to the trustee who is actively handling the trust. The last step in executing the amendment is to attach the notarized amendment form to the original trust documents.

The amendment to living trust form can be adopted to construct changes to a living trust that you earlier originated. Amendment to living trust. Attach the amendment to the living trust. Store the living trust and attached amendment in a secure location preferably in a safe deposit box or in a home safe.