UPDATE YOUR TRUST IN SAN JOSE
Updating a Trust Lawyer in San Jose | Santa Clara Wills Attorney
Update Your Trust with a San Jose Estate Planning Law Firm
If you need to update your trust, having an experienced legal team on your side is critical. Linda J. MacKay’s San Jose Estate Planning Law Firm serves clients throughout the South Bay and has been focused on this area of the law for over 20 years. To update your trust, to complete an amendment and to get answers to all your estate planning-related questions, turn to experience.
For a free initial consultation with an experienced estate planning attorney, call our San Jose Estate Planning Law Firm by phone at 408-379-9600 or by filling out this short form. Having an attorney on your side to create and update your estate plan is not required by law. However, the peace of mind that comes from consulting with an experienced attorney is priceless.
We will review your existing trust, carefully listen to your concerns about updating it and provide a thorough analysis of your circumstances. Representing you and supporting you through the estate planning process requires more than legal skill and experience. With our San Jose Estate Planning Law Firm on your side, you will get the legal experience you need but also get the personal and attentive counsel you deserve.
Steps to Updating or Amending your Trust
Your assets may be valued differently. Your family dynamic may have changed. You may no longer wish to have your trust administered by the named trustee. There are many reasons why you may need to update your estate plan. No matter the situation, we can help.
The steps you should take to update are fairly similar regardless of your situation. However, there are many unique complexities that may be a part of your estate plan. For instance, you may own property or business interests in a state outside of California. You may have friends whom you no longer want included in your estate plan. Since establishing your trust, your net worth may have substantially increased and your asset portfolio may have expanded. Regardless of your situation, you will likely follow these steps:
- Review the original and determine the specific provisions you want to change. In most cases, you will not want to alter it directly. This may invite legal challenges in the future.
- Rather than updating the trust itself, you should complete an amendment form
- Have the amendment form notarized
- Include the amendment form with the original in a secure location
The amendment form can be completed without the assistance of an attorney. However, updates should not be done without careful attention to detail. Your best intentions for protecting your estate may be undone by a simple oversight or mistake. Whatever your situation may be, consult with an experienced attorney to gain the peace of mind you deserve.
Contact Law Offices of Linda J. Mackay
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Revocable Living Trusts
Estate Planning and Taxation Issues
Law Offices of Linda J. MacKay
The Law Offices of Linda J. MacKay serves the cities of San Jose, Santa Clara, Cupertino, Campbell, Los Gatos, Saratoga, Sunnyvale, Mountain View, Palo Alto, Stanford, Fremont, Morgan Hill, Gilroy, as well as as greater Silicon Valley and the San Francisco Bay Area.