How to Make Revisions to a Revocable Trust

By Phil M. Fowler
Revisions, a Revocable Trust

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When big changes occur in life, you need to think about revising your estate plan to account for them. This includes making revisions to your revocable trust. Maybe you need to change the trustee, add or remove a beneficiary, change one or more the terms of the trust or add some property to the trust. No matter what revision you want to make, the process is fairly simple.

Revise a Revocable Trust

Read the original trust document to see if there are any special provisions describing or restricting how and when the trust can be revised.

Follow the trust document procedures for revising the trust, if your trust document actually contains terms relative to revision.

Prepare a document title "Amendment to (the Name of Your Living Trust)" and in this document provide details on how you want the trust to be revised.

Sign the trust amendment form and have your signature notarized by a notary public.

Attach the signed and notarized trust amendment form to your original trust document.

About the Author

The Constitution Guru has worked as a writer and editor for "BYU Law Review" and "BYU Journal of Public Law." He is an experienced attorney with a law degree and a B.A. degree in history with an emphasis on U.S. Constitutional history, both earned at Brigham Young University.

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