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Fill Out a Valid Trust Amendment Form

A Trust Amendment form is a written document that allows the Grantors and Trustees of a Revocable Living Trust to modify the terms of their existing trust agreement. Unlike a Will, this form is governed by contract law and does not require witnesses or notarization. To ensure your wishes are accurately reflected, complete the form by clicking the button below.

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Table of Contents

Form Overview

Fact Name	Details
Governing Law	The Revocable Living Trust Amendment is governed by state contract law, not probate law.
Written Requirement	An amendment must be in writing to be valid.
Witness Requirement	Witnesses are not required for the amendment.
Notarization	The amendment does not need to be notarized.
Signature Requirement	Both Grantors and Trustees must sign the amendment.
Storage of Original	The original document should be stored in a safe place, like a safety deposit box.
Document Portfolio	A copy of the amendment should be kept in a Document Portfolio.
Modification Rights	Grantors have the right to amend or revoke the Trust Agreement as stated in the original document.

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Documents used along the form

The Trust Amendment form is an important document that allows individuals to make changes to their Revocable Living Trust. However, it is often accompanied by several other forms and documents that help ensure the smooth operation and legal integrity of the trust. Below is a list of commonly used documents that may be relevant when working with a Trust Amendment.

Revocable Living Trust Agreement: This foundational document outlines the terms and conditions of the trust, detailing the roles of the Grantor and Trustee, as well as how assets will be managed and distributed.
Trustee Acceptance Form: This form is used to confirm that the appointed Trustee agrees to take on the responsibilities outlined in the Trust Agreement, ensuring clarity and commitment.
Certification of Trust: This document provides a summary of the trust's existence and terms without disclosing all details, which can be useful for financial institutions or other parties needing proof of the trust.
Power of Attorney: This legal document allows an individual to designate someone else to make decisions on their behalf, particularly in financial or medical matters, which can be crucial if the Grantor becomes incapacitated.
Pour-Over Will: This type of will ensures that any assets not included in the trust at the time of the Grantor's death are transferred into the trust, thereby simplifying the distribution process.
Asset Transfer Documents: These documents are necessary for transferring ownership of specific assets into the trust, ensuring that the trust holds all intended property.
Notice of Trust: This document informs beneficiaries and other interested parties about the existence of the trust and their rights under it, promoting transparency.
Trust Distribution Plan: This plan outlines how the assets will be distributed among beneficiaries, providing clarity and reducing potential disputes after the Grantor's passing.
Trust Accounting Records: Maintaining accurate records of all transactions related to the trust is essential for transparency and accountability, and these records can be requested by beneficiaries.

Each of these documents plays a critical role in the administration of a Revocable Living Trust. By understanding their purpose and importance, individuals can better navigate the complexities of trust management and ensure that their wishes are honored. Careful attention to these documents can provide peace of mind and security for both the Grantor and the beneficiaries.

Document Sample

Revocable Living Trust Amendment

Unlike a Will, a living trust is controlled by contract law rather than by the probate code under state law. An amendment to a Revocable Living Trust must be in writing, but it does not need to be witnessed. It does not need to be notarized. It does need to be signed by the Grantors of the Trust and the Trustees of the Trust since they are both parties to the Trust Agreement. In most cases, with a Revocable Living Trust, these are the same people.

After the Revocable Living Trust has been signed, the original should be placed with your other legal documents in a safety deposit box or a fire-proof cabinet and a copy put in your Document Portfolio.

The following pages contain a sample filled-out Revocable Living Trust Amendment form which will guide you on how to complete the form, and a blank Amendment for you to complete.

THE

REVOCABLE LIVING TRUST

AMENDMENT

THIS

AMENDMENT to the Trust Agreement made this

day of

executed between

, hereinafter

referred to as the Grantor(s) and

hereinafter referred to as the Trustee(s).

WHEREAS, the Grantor(s) and the Trustee(s) entered into a Revocable Living Trust

dated, hereinafter called the Trust Agreement, and

WHEREAS, Articleof the Trust Agreement provided that the

Grantor(s) reserve(s) the right to amend in any manner or revoke in whole or in part the Trust Agreement, and

WHEREAS, the Grantor(s) is/are desirous of modifying and amending the Trust Agreement and the Trustee(s) is/are agreeable to the modification and amendments contained herein,

NOW THEREFORE, IT IS AGREED:

IN WITNESS WHEREOF, Grantor(s) has hereunto subscribed his/her name		to the
Amendment to this TRUST this day of	, 20	.

GRANTOR
STATE OF	)
	) SS
COUNTY OF	)
The foregoing instrument was acknowledged before me this		day of	,

20, by the Grantor.

SEAL

Notary public:

My Commission Expires:

THE