Simple Trust Amendments are always FREE to AmeriEstate members
Throughout your lifetime, your personal situation and your estate specifics will change with each life stage. Your AmeriEstate Living Trust will need to be updated when life changes happen. AmeriEstate makes these changes easy and cost free!
A trust amendment is a legal document that changes specific provisions of your AmeriEstate Living Trust while leaving all other provisions unchanged. AmeriEstate is here for the life of your Trust, so we are here to make the necessary changes so that your AmeriEstate Living Trust is always kept updated.
Life events such as birth, marriage, divorce or death; buying or selling a home; starting a new business; acquiring additional assets, just to name a few, can be stressful on their own. You don't need the added stress of a complicated trust update process. So when life changes, just give us a call. We are here to help.
As an AmeriEstate Legal Plan member, the cost to complete all simple amendments to your Trust is included as part of your membership. More complex changes that require additional attorney involvement are substantially discounted for our members (usually no more than $150).
FREE Simple Trust Amendments:
- Adding beneficiaries
- Adding contingent beneficiaries
- Adding or deleting successor trustees
- Adding or deleting executors
- Adding or deleting gift recipients
- Updating contact information
- Updating Powers of Attorney
- Deleting properties
MORE Complex Trust Amendments:
- Disinheriting children
- Deleting beneficiaries
- Assigning businesses
- Revoking a prior Trust