Fill in a Valid Trust Amendment Form Get Your Trust Amendment Now

Fill in a Valid Trust Amendment Form

The Trust Amendment form is a document used to make changes to a Revocable Living Trust. Unlike a Will, a living trust is governed by contract law, which provides flexibility in managing the trust's terms. This amendment must be in writing and signed by the Grantors and Trustees involved, but it does not require witnesses or notarization.

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Example - Trust Amendment Form

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:

1

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) reserves the right to amend in any manner or revoke in whole or in part the Trust Agreement, and

WHEREAS, the Grantor(s) is desirous of modifying and amending the Trust Agreement and the Trustee(s) is 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:

Documents used along the form

When managing a Revocable Living Trust, several documents often accompany the Trust Amendment form. Each of these documents plays a significant role in ensuring that the trust functions as intended, providing clarity and legal backing to the changes being made. Below is a list of commonly used forms and documents that may be relevant in conjunction with a Trust Amendment.

  • Revocable Living Trust Agreement: This foundational document outlines the terms of the trust, including the roles of the Grantor(s) and Trustee(s), the assets included in the trust, and the distribution of those assets upon the Grantor's death. It serves as the primary legal framework for the trust.
  • Trustee Acceptance Form: This form is used to formally accept the appointment of a Trustee. It confirms the Trustee’s agreement to manage the trust according to its terms and is essential for ensuring that the Trustee understands their responsibilities.
  • Certificate of Trust: This document provides a summary of the trust's existence and its key details without disclosing all its contents. It is often used when dealing with financial institutions or other parties that require proof of the trust's validity.
  • Power of Attorney: While not directly related to the trust, a Power of Attorney allows a designated person to make financial or legal decisions on behalf of the Grantor. This can be crucial if the Grantor becomes incapacitated and needs someone to manage trust assets or make amendments.
  • New York Operating Agreement: This document is vital for LLCs, detailing management structures and procedures. To learn more about its significance, visit https://nytemplates.com/blank-operating-agreement-template.
  • Pour-Over Will: This type of will works in conjunction with a trust. It directs that any assets not included in the trust at the time of the Grantor's death are to be transferred into the trust, ensuring that all assets are managed according to the trust's terms.

Each of these documents supports the effective management and administration of a Revocable Living Trust. Understanding their roles can help ensure that the trust operates smoothly and that the wishes of the Grantor are honored throughout the process.