Legal Question in Wills and Trusts in California

Amendment to living trust/will

We have a living trust/will

done in 2001, our children are

now or legal age so we need

to change the nomination of

executor successor. Can we

amended without a lawyer. The

trust does state that we can

make amendments (5.01)


Asked on 3/05/08, 11:47 am

1 Answer from Attorneys

Mitchell Roth MW Roth, Professional Law Corporation

Re: Amendment to living trust/will

Yes, of course you can. Your question highlights the reason I wrote my book. If you email me I'll send you a simple amendment form you can use.

Meanwhile, You may want to get my a free download of my Special Report, The 7 Most Common Mistakes Made by the Middle Class in Planning For the Inevitability of Death and the Likelihood of Disability, and How to Avoid Them." You can get it at my site, www.IWant2CreateMyLegacy.com. You should probably also get my book, Create Your Legacy & Save the American Middle Class. It contains the information that I developed for lay audiences in hundreds of seminars to thousands of people. It will answer nearly all of our questions about how to protect a family from the financial catastrophe that can often accompany the inevitabilty of death and the likelihood of disability. Both are terribly important. A lot of people don't realize that conservatorship is the fastest growing lawsuit in America and the average conservatorship lasts 3 years today. That is because medicine has gotten better and better at keeping us "alive" ofen under the worst circumstances.

The book contains a copy of the "LEGACY LIVING TRUST PACKAGE". It is, as far as I know, the only complete living trust planning package written in what I call "people ease" rather than legalese. Anyone reading at a 10th grade level should be able complete the package themselves with the information in the book. It is designed to be valid in all 50 states and even contains forms for making amendments when the desire to do so appears.

The book is $29.95. About the cost of a six minute consultation with me personally. One can download the trust package for $79.95 or any of its components for a lot less. For more info or to buy the book, go to www.IWant2CreateMyLegacy.com.

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Answered on 3/05/08, 1:31 pm


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