When Do I Need To Amend My Trust?

Sep 08, 2016

You should periodically review your plan and amend your trust to make sure it is legally up to date and meets all of your wishes. The estate planning process is exactly that. It is a “process” and not a one time event.

The following are some major life changes that require your trust to be amended.

  1. More than two years have passed since an attorney last reviewed your current trust.
  2. Separation, Marriage, remarriage or divorce in the family.
  3. Death of a spouse, trustee, executor or beneficiary.
  4. Birth or adoption of a child or grandchild.
  5. Serious illness of a family member.
  6. Major change in the size of your estate.
  7. Move to another state.
  8. Purchase of property, whether in California or out of State.
  9. Change in relationships with beneficiaries.
  10. Financial irresponsibility of a beneficiary.
  11. Tax laws changes in insurability for life insurance.
  12. Changes in your health of the health of your beneficiaries.
  13. Changes in business interest or retirement.


If you notice some areas that might apply to you or your family, then it may be time to revisit your estate plan.

Remember, if you are a current client, you receive free annual reviews, so take advantage and come in or schedule a telephone conference to amend your trust.

If you are not a current client, take advantage of our free initial consultation which includes a complete review of your current legal documents.

Now you have no reason to avoid scheduling an estate plan “check-up” and making sure your up to date on law and life changes.


Call Now Schedule Now