Amendment of Living Trust Form

About this Form

This Amendment of Living Trust Form form can be used to make changes to the terms of both Revocable and Irrevocable Living Trusts in situations where the Settlor (also known as the Grantor) and the Trustee are the same individual.

The form is three (3) pages long. It includes additional documents, such as the Statement of Witnesses and the Certificate of Acknowledgment of Notary Public, which are required to validate the amendment.

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What are some common reasons for amending a Living Trust?

✔ Adding or Removing Beneficiaries: If the grantor wants to add or remove beneficiaries from the trust, an amendment must be made to reflect these changes.

✔ Changing the Terms of the Trust: If the grantor wants to alter the terms of the trust, such as changing the distribution of assets or the age at which beneficiaries will receive their inheritance, an amendment must be made.

✔ Appointing a New Trustee: If the grantor wants to appoint a new trustee to manage the trust, an amendment must be made to reflect this change.

✔ Changing the Trust's Funding: If the grantor wants to add or remove assets from the trust, an amendment must be made to reflect these changes.

✔ Changing the Trust's Purpose: If the grantor wants to change the purpose of the trust, such as from a trust for one's children to a trust for charity, an amendment must be made to reflect this change.

✔ Extending the Duration of the Trust: If the grantor wants to extend the duration of the trust beyond its original term, an amendment must be made to reflect this change.

✔ Changing the Tax Status of the Trust: If the grantor wants to change the tax status of the trust, such as from a revocable to an irrevocable trust, an amendment must be made to reflect this change.

✔ Modifying the Distribution of Assets: If the grantor wants to change how the assets of the trust are distributed among the beneficiaries, an amendment must be made to reflect this change.

✔ Adding Special Provisions: If the grantor wants to add special provisions to the trust, such as conditions for beneficiaries to receive their inheritance, an amendment must be made to reflect these changes.

✔ Updating the Trust's Contact Information: If the grantor wants to update the contact information of the trustee, beneficiaries, or other parties involved in the trust, an amendment must be made to reflect this change.