Living Trust Restatement

When Do You Need A Trust Restatement?

Sometimes, there may be a need to change the language in your trust because of legality. If it’s something small, such as deleting or adding or specific requests, changing the person who will serve as Successor Trustee, then a simple trust amendment will usually get the job done. If you’ve made a series of three or four simple trust amendments over the years and you now want to make another change, consider consolidating all of your changes into a complete restatement. Doing so would be helpful to your successor trustee, who would have a single document to follow instead of needing to piece together the provisions of four or five separate documents.

Consult Our Advisors For the Best Results

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

If you are not sure of a trust restatement or amendment, get in touch with our professionals at CaMu Document Services. We can assist you in determining the best ways to adjust your current living trust and set yourself and your family up for long-term success.