Restatement of Trust

n this context, a restatement is an amendment to a trust. It is different from an amendment changing only specific provisions of a trust in that a restatement of trust replaces and revokes all previous amendments.

To discuss how to create a valid and easily understood restatement of trust, contact a San Francisco lawyer at The Evans Law Firm at 415-441-8669 or 888-50-EVANS or info@evanslaw.com to schedule a free initial consultation.

Committed San Francisco Attorneys, Creating Unambiguous Trust Amendments

Some revocable living trusts are substantially out-of-date, or have become irrelevant due to changes in the statutes or case law. Amending these trusts paragraph by paragraph could result in a very complicated amendment that is difficult for future trustees to understand. It is faster (and therefore cheaper) in many cases for an attorney to start over with a format that the attorney knows is valid and applicable to the situation.

The name of the trust, the trustees and the date that the trust was established remain the same. Also, deeds, bank accounts, brokerage accounts and other investments do not need to be changed if the title of the assets is already in the trust.

Providing Help With Updating a Trust to Communities Throughout California

Please call 415-441-8669 or contact our San Francisco lawyers online via e-mail to schedule a free initial consultation to discuss making a trust amendment that clearly represents your wishes for disposition of assets to beneficiaries. We are happy to book appointments to meet at your convenience.