Trust Amendments and Amending Your Estate Plan

Trust Amendments and Estate Planning Attorneys | Modify Your Trust Safely

Proactive estate planning is essential to safeguard your family and wealth but changes in life may necessitate amendments to your will or trust. At Herrig, Vogt & Hensley, LLP, our experienced estate planning attorneys understand the complexities of trust amendments and are here to assist you. Our team offers comprehensive legal support for all aspects of your estate plan, from initial trust drafting to necessary revisions.

California Probate Code section 15402 allows you to make changes to a revocable trust at any time, following the trust’s procedure for revocation. However, it is vital to understand that attempting to modify your trust independently can potentially invalidate it, leaving your property vulnerable to intestate succession rules upon your passing. Instead, trust our knowledgeable lawyers to handle these changes accurately, ensuring proper structuring and compliance. We possess extensive expertise in estate planning, empowering us to guide you efficiently through this legal process.

By entrusting your trust amendments to our skilled attorneys, you can:

1. Safeguard Your Assets: We help you protect your hard-earned assets by ensuring that any necessary changes to your trust are executed flawlessly. Our meticulous approach guarantees that your wealth remains secure and aligned with your evolving needs.

2. Change of Beneficiaries: Beneficiary changes may include the addition or removal of beneficiaries like family members, friends, or charities. Often, a major life change may trigger the removal, addition, or substitution of a beneficiary. Some of the most common reasons for making changes in beneficiaries include:

   • Marriage

   • Divorce

   • Birth of a child

   • Death of a loved one

   • Relationship with a beneficiary has become estranged

   • Changes in the financial circumstances of the intended beneficiary

3. Maintain Legal Validity: Our attorneys understand the intricacies of trust amendments, adhering to the legal requirements and avoiding any pitfalls that could jeopardize the validity of your trust or avoid potential tax consequences. With our guidance, you can have peace of mind knowing that your trust remains legally enforceable and your assets are protected.

4. Navigate Complex Laws: Estate planning can be intricate, and attempting to modify your trust without proper legal guidance can be overwhelming. Our experienced team possesses comprehensive knowledge of the estate, business and tax laws, enabling us to navigate the complexities on your behalf.

5. Streamline the Process: Trust amendments can involve various legal procedures and paperwork. Our attorneys streamline the entire process, ensuring efficiency and accuracy. We handle all necessary documentation and filings, saving you time, effort and cost.

When life changes, don't leave your estate plan to chance. Rely on the expertise of our estate planning attorneys at Herrig, Vogt & Hensley, LLP. Contact us today to schedule a consultation and discover how we can help you modify your trust effectively and protect your family's future.

Whatever the reason you may want to amend your trust, our team of legal professionals is here to help!