Legal Question in Wills and Trusts in California

I have a living trust, I would like to change a beneficiary name in a paragraph. Can I make the changes myself as an amendment to the trust and have that amendment notarized and legally binding? Thank you

Sam Urdank

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Asked on 4/10/13, 12:22 pm

1 Answer from Attorneys

Neal Rimer Neal M. Rimer, Esquire

You would do best if you go back to the attorney who drafted the trust for you or another attorney of your choice. Trusts and estate plans should be reviewed every 3 years or so and whether your trust needs updated to comply with changes in tax laws or probate law or trust law is an issue for an attorney following a review of what you have.

Trusts are not required to be notarized although it is normal to do so. As a result, amendments to the trust are usually notarized if the original was notarized. Sometimes, what looks like a minor change may require more work than a simple name change.

Again, it is best to consult with an attorney instead of making any mistakes and causing more money to be spent later on there being a problem instead of doing the work correctly now.

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Answered on 4/10/13, 12:30 pm


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