Your trust is a living document and should change as your life, circumstances and assets change. We include a free trust review every two years for all of our clients. If you are not yet one of our clients please contact our office for a free initial trust review, we will review your documents for completeness, accuracy and to make sure they are up to date with today’s laws and with your current situation.
If minor changes are needed we can draft amendments to your trust thus updating it. Sometimes a restatement of a trust may be needed, a trust restatement will keep your old trust’s funding date so that if you kept up with your funding you will not need to do it over again but the content and language of your trust and other documents will change to comply with today’s standards and laws. Otherwise sometimes we will revoke your old trust and make a new trust entirely, complete with funding, this is necessary if the cost of amendments proves to be more expensive than the cost of a new trust itself, which often happens.
For further information or to discuss your estate planning issues, we invite you to schedule a free confidential consultation with an experienced northern and southern California estate planning attorneys by calling us at 916.983.2941, or filling out our contact us form on our website. The confidential consultation is free.
Your trust is a living document and should change as your life, circumstances and assets change. We include a free trust review every two years for all of our clients. If you are not yet one of our clients please contact our office for a free initial trust review, we will review your documents for completeness, accuracy and to make sure they are up to date with today’s laws and with your current situation.
If minor changes are needed we can draft amendments to your trust thus updating it. Sometimes a restatement of a trust may be needed, a trust restatement will keep your old trust’s funding date so that if you kept up with your funding you will not need to do it over again but the content and language of your trust and other documents will change to comply with today’s standards and laws. Otherwise sometimes we will revoke your old trust and make a new trust entirely, complete with funding, this is necessary if the cost of amendments proves to be more expensive than the cost of a new trust itself, which often happens.
For further information or to discuss your estate planning issues, we invite you to schedule a free confidential consultation with an experienced northern and southern California estate planning attorneys by calling us at 916.983.2941, or filling out our contact us form on our website. The confidential consultation is free.