A: Although you are not required to hire an attorney, it really is strongly advisable! The probate code, as well as recent case law, makes it imperative for a trust amendment to be properly executed in accordance with the terms of the trust and/or the probate code in order to be considered valid. We’ve seen enough improperly executed estate planning documents in recent times to feel very strongly in always recommending that clients contact an attorney to make updates, changes or amendments to their estate planning documents.
Q: Is it alright for me to prepare my own trust amendment and then sign it? Or do I need my estate planning attorney to prepare the amendment?
