• February 2020
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Living Trust Amendment






When to use Living Trust Amendment

Most of the time, living trusts are meant to serve as living documents. Practically speaking, this means that they can be updated, altered or revoked at virtually any time. There are some exceptions that apply to this general rule. But unless your attorney has cautioned you that any part of your trust cannot easily be altered or revoked at will, you can likely treat your living trust as a living document. With that said, should you have any questions about altering, amending or revoking your living trust, certainly feel free to connect with your estate planning attorney at any time.

Overview

If you have created a living trust and are interested in amending or altering it, you can use this form to achieve that goal. There are many reasons why you may be interested in amending or altering your living trust. For example, you may have experienced a major life event such as the birth of a child or grandchild, a marriage or divorce, a move to another state or the acquisition of a major asset. This life event may have inspired you to add or change a beneficiary designation, the nomination of your trustee or the payment schedule associated with your trust. Similarly, you may wish to alter the terms, conditions and/or restrictions associated with the distribution of the trust’s assets. Finally, if you need to alter the power of your trustee or the scope of your trust generally, you may use this form to accomplish those goals.

Alternative Names

Inter Vivos Trust Amendment
Amendment to Living Trust
Amendment to Inter Vivos Trust
Joint Living Trust Amendment
Joint Inter Vivos Trust Amendment
Living Trust Addendum
Joint Living Trust Addendum