Legal Question in Wills and Trusts in Florida

amendment to exisiting living trust

We had a living trust executed in VA in 2000. We have since moved to FL and would also like to add assets and also leave everything to our 19 year old son. The Trust appointed a guardian since he was only 12 at that time. Can we just use the amendment to the trust form and site our changes and have it notorized and attach to the trust to be legal, or do we have to retain a lawer(we were quoted 3200.00 fee). Thank you


Asked on 3/09/07, 2:41 pm

2 Answers from Attorneys
Robert Roemer Robert Roemer

Re: amendment to exisiting living trust

It would be important to amend your living trust to reflect your current situation and to re-title the new assests to you trust.I have done this type of legal work and unless there are alot of out pocket fees I can update your trust for much less than $3200.I would suggest you call me at my office or send me an e-mail advising me how I can contact you by telephone.

Sincerely,

Robert Roemer

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Answered on 3/09/07, 3:39 pm
Frank J. Pyle Probate Attorney Throughout Florida

Re: amendment to exisiting living trust

An amendment to your trust is required, and it must be prepared and executed properly to be valid in Florida. Adding assets is usually not much of an issue, except that deeds would be required to place real estate in the trust. An attorney's assistance is recommended. I would anticipate a cost in the $500-750 range would be appropriate.

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Answered on 3/09/07, 5:51 pm


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