Legal Question in Wills and Trusts in California
living trusts and wills
I want to change my beneficiary on my living trust. Can I type up the changes myself as an addendum, and then have notarized?
3 Answers from Attorneys
Re: living trusts and wills
In order to ensure that the addendum is valid, it is strongly recommended that you seek legal counsel to assist with its preparation and execution.
Re: living trusts and wills
You can do it yourself, and follow any additional instructions the trust requires for amendments, but I'd recommend having a wills/trusts attorney do it to make sure it's correct and will do what you want it to do.
Re: living trusts and wills
An addendum (amendment) to a trust can be prepared by yourself. However, it is advisable that an attorney review or prepare the addendum to adhere to the legality guidelines. In order to best address the issues presented in your inquiry, our office would be happy to provide you with a free 30 minute telephone consultation. Please feel free to contact our office, toll free, at 1.877.MOHEBAN. Ask for Vandy Moheban, Esq. www.lmapc.com