Living Trust Amendment

File and distribute copies if necessary.

Living trust amendment.

The amendment to living trust form can be adopted to construct changes to a living trust that you earlier originated. Amendment to living 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. Whenever a living trust needs to be.

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. You must definitely provide a copy of the change to the trustee who is actively handling the trust. Take the original and attach it to the back of your living trust. An amendment is an add on to your existing trust.

Everything else about your trust remains the same including the trust s name so there. The form enables you to eliminate provisions from the trust or incorporate brand new provisions. 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.

If you filed the original trust with the county be sure to file the amendment in that same county as well. Attach the amendment to the living trust. Attach amendment form to original trust. Use the living trust amendment document if.