Amendment to Living Trust

Amendment to Living Trust

Use this form to make simple changes to your living trust – for example, adding or removing beneficiaries or naming a new successor trustee.  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 is no need to retitle your trust property.

To make an amendment, fill out this form, print it, and bring it to a notary public.  After you and the notary sign the form, your changes will be valid. Instructions for finalizing your amendment print with the document.

You can save and edit your trust amendment before you buy it – just create a Nolo.com account.  It’s easy, free, and there is no obligation. If you do purchase the form, you can edit, print, and download it as often as you like during your 1-year subscription.

See below for a full product description.

Alternate Selection: [number of settlors]
Label Contract Text
One

I, , hereby amend , dated , under the power reserved to the .

Two

We,  and , hereby amend , dated , under the power reserved to the 

 

Alternate Selection: [deletions]
Label Contract Text
Yes

The following is deleted from the terms of :

No  

 

Alternate Selection: [additions]
Label Contract Text
Yes

The following is added to the terms of :

No  

 

Unchangeable Alternate Selection: [signature unchangeable]
Label Contract Text
One

Signature: ________________________________________

Date: ____________________________________________

Two

,

Unchangeable Alternate Selection Expression: [sgt unchangeable]
Label Contract Text
{settlors/grantors/trustors} == 'Settlors'  Settlor
{settlors/grantors/trustors} == 'Grantors'  Grantor
{settlors/grantors/trustors} == 'Trustors'  Trustor

 

Date: ____________________________________________

Signature: ________________________________________

,

Unchangeable Alternate Selection Expression: [sgt unchangeable]
Label Contract Text
{settlors/grantors/trustors} == 'Settlors'  Settlor
{settlors/grantors/trustors} == 'Grantors'  Grantor
{settlors/grantors/trustors} == 'Trustors'  Trustor

 

Date: ____________________________________________

Signature: ________________________________________

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Price: $34.99

Use this form to make simple changes to your living trust – for example, adding or removing beneficiaries or naming a different successor trustee.  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 is no need to retitle your trust property.

You may want to make an amendment to account for life's changes - for example, if:

  • you get married or divorced
  • you have a new child or grandchild, or
  • someone named in the trust dies.

Using a restatement instead. If you need to make more than one or two simple changes to your trust, look at making a trust restatement.  A restatement rewrites your existing document instead of just adding on to your existing trust.  To make a restatement, consult the lawyer or other resource you used to create the original trust.

Revoking and making a new trust instead. If you need to make extensive or complicated changes to your trust, it’s usually best to revoke your existing trust and make a new one.  You can revoke your trust with Nolo's Revocation of Living Trust

Adding or removing property.  If you only want to add or remove property from your trust, you do not need to revoke or amend your current trust.  Adding or removing property requires updating your property schedules and transferring the property in or out of the trust.

Using this amendment form. If you decide to make a trust amendment to modify your trust, fill out this form, print it, and bring it to a notary public.  After you and the notary sign the form, the your changes will be valid.  Instructions for finalizing your amendment print with the document.

You can save and edit your trust amendment before you buy it – just create a Nolo.com account.  It’s easy, free, and there is no obligation. If you do purchase the form, you can edit, print, and download it as often as you like during your 1-year subscription.

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