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 : A Warning on Self Prepared Amendments, Attempts & Amendments Completed Elsewhere

Please be advised that we cannot and will not involve ourselves in the approval, review, or legal sufficiency of any amendment or codicil prepared independent of this office. There should be no expectation of legal advice, legal review or any attorney-client relationship from our office for any self prepared amendment or any other amendment prepared outside of this office even if the document or copy has been forwarded to our office. For practical and liability reasons we either have to prepare the amendment or have nothing to do with it at all. If you wish to engage our law office to prepare documents and/or advise and represent you in this matter you must follow the policies and procedures set forth in “Amending Your Trust”.

A Warning on Self Prepared Amendments: While it is possible that an amendment or codicil prepared independent of this office may be legally sufficient our experience indicates that it is highly likely that a change you attempt to make on your own can cause significant problems regarding distribution of your estate, and undermine the integrity of your intended estate plan. It may also create serious ambiguities and raise questions at your death. Rather than carrying out your intentions, a self-prepared amendment often results in completely thwarting and defeating your intentions. That is why we advise you, in the strongest of terms, to immediately seek competent legal counsel to draft and prepare your amendment and address your goals.