Q: Why might it be better for me to completely restate my trust versus simply amending it?

by | Mar 20, 2024 | Estate Planning, Q&A |

A: Imagine your trust as a storyline shared with your heirs and beneficiaries. With a complete restatement of your trust, only the latest version—your final narrative—gets shared after you’re gone, ensuring a single, streamlined story. This approach contrasts sharply with merely amending your trust, where heirs receive the original script plus all the edits, including any characters (beneficiaries) written out of the plot over time. This can brew resentment and confusion, turning your carefully planned legacy into a potential family drama. A restatement keeps the story clean and conflict at bay, offering peace and clarity to those you love most.