Amendment to Trust
A Trust is a legal document containing a formal agreement between parties in which one party grants or vests the ownership rights (title) to one or more trustees for the purposes of conservation, protection, or preservation on behalf of the first party or beneficiary of the trust. This instrument normally and usually states: The reasons and purposes as to why the trust was established and the actions that will terminate the trust, a detailed record of what assets are placed and present in the trust, the authority and boundaries of the said trustees, the reporting requirements of the trustees, and other provisions associated to the trust. It may also state the compensation that the trustees will be receiving, if there are any.
An amendment to trust is a form used to make simple changes in your living trust. With this form, you may be able to add or subtract beneficiaries and name different successors. This from is only an add-on to your living trust meaning that everything else will remain the same, that includes the details and title of your living trust. You may use the amendment in the cases of divorce, marriage, the birth of a new child or grandchild, the presence of a new trustee, or a named trustee dies. In using this amendment form to modify your current living trust, you must fill it out completely, print it, deliver it to a notary public, and get the legal document signed (in order for the changes to be valid).
Download ODT Download DOC Download DOCX Download RTF Download PDFAmendment to Trust
1, __________, (“Grantor”) of ________________, hereby amend _________________
(“Trust”) as follows: ____________________________________________________.Except as expressly modified by this Amendment I approve, ratify and affirm the Trust.
Date:
_________________
Grantor_________________
TrusteeSTATE OF _________________
COUNTY OF _______________This instrument was acknowledged before me on this __ day of __________, 20__ by Grantor, __________________ and Trustee, ___________________.
___________________
Notary Public
My Commission Expires on:Amendment to Trust
Review ListThis review list is provided to inform you about this document in question and assist you in its preparation. Sign amendments in the same manner as you did the original trust. All parties should sign and the signatures notarized for your protection. Be sure to initial each page.
1. Make multiple copies. Keep copies of amendments with all originals.
