Living Trust Amendment

An amendment is an add on to your existing trust.

Living trust amendment.

File and distribute copies if necessary. Everything else about your trust remains the same including the trust s name so there. Attach amendment form to original trust. Take the original and attach it to the back of your living trust.

If you filed the original trust with the county be sure to file the amendment in that same county as well. 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. Keep these documents in a safe place. 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. Amendment to living 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.

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. Attach the amendment to the living trust. The amendment to living trust form can be adopted to construct changes to a living trust that you earlier originated.