Legal Question in Wills and Trusts in California

I have a trust in Ca and want to change the beneficiary or trustee if I pass away. I It says on my trust document all amendments, notices must be in a signed writing delivered to the trustee. Is my changing the trust document to the new trustee enough, or do I have to provide an additional document stating my intention to amend the prior trust.


Asked on 10/31/12, 12:54 pm

2 Answers from Attorneys
Michele Cusack Pollak & Cusack

don't write on the original Trust. The amendment should be a separate document. The delivery part if not a problem since you are the trustor and trustee.

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Answered on 10/31/12, 1:27 pm
Thomas Reid The Law Office of Thomas D. Reid, APC

Your changes should be in an amendment. Our office practices in Fair Oaks. If you have any questions, please feel free to contact us.

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Answered on 10/31/12, 3:09 pm


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