CHANGES CAN BE MADE TO AN EXISTING REVOCABLE TRUST

As long as the trust gives you the power to revoke or amend the document during your lifetime, you can make as many changes as you would like.   However, Amendments/Restatements can only be made in particular ways to be legally effective.

When to consider making changes to your current Estate Plan:

• Change in family status (recent marriage, domestic partnership, divorce, etc.)

• Birth of a child or grandchild

• Adoption

• Add or Remove Successor Trustee(s)

• Add or Remove Beneficiaries

• Disinheriting A Relative