TRUST AMENDMENT

A trust amendment is a revision to a revocable trust.

Typically, clients come to us with requests to amend their living trusts to make changes to beneficiary, distribution, and successor trustee provisions.

Generally, to be valid, a trust amendment must be

  • In writing
  • Signed by the settlor(s)
  • Notarized.

We prepare trust amendments for our clients.

QUESTIONS REGARDING TRUST AMENDMENTS

Q.  How often can I amend my living trust?

A.  Unlimited. You can change your mind a thousand times and amend a thousand times. One of our clients amended her trust five times in the span of a year as her thinking evolved on how to dispose of her estate.

Q.  What is a trust restatement?

A.  A restatement is a radical form of amendment.  Sometimes, it’s more efficient to replace a trust instrument entirely, especially when the first one was poorly drafted.  It’s like replacing the motor in a car.  It’s still a ’65 Mustang, but it runs better!

Our office is located by Los Angeles International Airport (LAX). We serve Southern California, including Culver City, Del Rey, El Segundo, Inglewood, Manhattan Beach, Mar Vista, Marina del Rey, Playa del Rey, Playa Vista, Santa Monica, Venice, and Westchester.

Our services are first-rate. 
Our fees are fair.

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