Describe the change
Identify what happened, when it happened, what result is desired, and whether any trustee, beneficiary, agent, property, residence, or tax circumstance changed.
Trust Services
Existing Trust Updates
Life, family, property, trustee, beneficiary, residence, and law changes can require a review of the trust and its connected documents and assets.
Review the complete record
Provide the signed trust, every amendment or restatement, certificates, schedules, deeds, assignments, powers, wills, and relevant beneficiary designations through the secure method supplied.
Choose the correct document
The appropriate response may be an amendment, restatement, resignation, appointment, acceptance, assignment, deed, schedule update, beneficiary change, or professional review.
What to consider or prepare
- Current signed trust and every later amendment
- The exact event, date, requested result, and affected people
- New legal names, addresses, successors, and relationship changes
- Property acquired, sold, refinanced, moved, or never funded
- Move to another state or change in applicable law or tax circumstances
Important: Do not write on, replace pages in, backdate, or discard the existing signed trust. Preserve the history and use the legally appropriate update process.