When Do You Need A Complete Trust Restatement?

Sometimes, there may be a need to alter the language in your trust. If it’s something small, such as adding or deleting specific requests, changing the person who will serve as Successor Trustee, or updating a beneficiary’s name because of a marriage or divorce, then a simple trust amendment will usually get the job done. However, if you need to add a new beneficiary, cut out a beneficiary, or change the way your assets should be distributed, then a complete trust amendment and restatement may be necessary.

Consult Our Fiduciary Advisors

The trust restatement process entirely replaces and overpowers any existing details of your original trust, so consider discussing these adjustments with our fiduciary financial advisors before making permanent decisions.

If you are in need of a trust restatement or trust amendment, get in touch with our team of professionals at CaMu Document Services. We can help you determine the best ways to adjust your existing living trust and set yourself and your family up for long-term success.

Who Is CaMu Document Services?