Common Questions

(1) Completing a Living Trust & Pricing

(2) Titling Assets in Your Trust

(3) Changes In Marital Status

(4) Amendments, Reviews, & Changes

(5) Why & When To Review & Update A Trust

(6) Why You May No Longer Need or Want An AB or ABC Trust

(7) Important Issues When Someone Dies or is Dying

(8) Real Estate Issues

(9) Medical Directives

(10) Granting / Obtaining Signature Power

(11) Trust Copies & Originals

(12) Incapacity Issues

(13) Confidentiality Issues & Policies

Amendments, Reviews, & Changes

1. Amending Your Trust: This document sets forth the policy, pricing, procedures to initiate an amendment request. Please be aware that we are unable to discuss or begin any amendment process without compliance with these policies and procedures including completion and submission of the included amendment request form. Remember also that amendment requests can only be initiated by the actual client(s) that established and signed the trust. Thank You.
   

2. A Short Discussion on What Is and Is Not an Amendment
   

3. A Warning on Self Prepared Amendments, Attempts & Amendments Completed Elsewhere