Trust Amendment, Upland, Los Angeles, San Bernardino and the San Joaquin ValleyTrust Amendment, Upland, Los Angeles, San Bernardino and the San Joaquin Valley

Trust Amendment

Trust Amendment

A Trust Amendment is a document that changes specific parts of your Revocable Living Trust but leaves all of the other provisions unchanged. A Restatement of Trust completely replaces and supersedes all of the provisions of the original trust; the name and date of your trust will stay the same, but everything else is replaced by the terms of the restatement.

If you need to make minor changes to your Revocable Trust—such as adding specific gifts, changing your successor Trustee, or updating a beneficiary’s legal name—then a simple Amendment will suffice. On the other hand, if you want to make substantial changes—like adding a new spouse as a beneficiary or altering distributions—then you might need a complete Restatement.

Depending on your individual needs and goals, we are here to help you with these changes. Call us today.

Our Prices


Estate Planning Pricing

Fundamentals Plan

Fully Protect Your Family From Probate

Estate Plan Includes:
  • Living Trust
  • Pour-Over Will
  • Durable Power of Attorney
  • Advance Health Care Directive
  • Assignment of Property
  • Quitclaim Deed Prepared and Recorded for Your Primary Residence
  • Estate Planning Binder With Original Documents
  • Lifetime Access to Your Documents digitally through Your mycase Account.
  • In Office Meeting with Attorney to Discuss Plan and In Office Meeting to Sign Documents with Notary
$1850
Premium Plan

Everything from Fundamentals Plan + future estate issues and consults.

Fully Protect Your Family From Probate

Estate Plan Includes:
  • Living Trust
  • Pour-Over Will Durable
  • Power of Attorney
  • Advance Health Care Directive
  • Assignment of Property
  • Quitclaim Deed Prepared and Recorded for Your Primary Residence
  • Estate Planning Binder With Original Documents
  • Lifetime Access to Your Documents digitally through Your mycase Account.
  • Unlimited Updates for One Year In Office Meeting with Attorney to Discuss Plan and In Office Meeting to Sign Documents with Notary
  • Unlimited Lifetime Calls to Ask Questions About Issues Concerning Your Living Trust and Estate Plan
  • Three, 30 Minute, Any-Legal-Issue Phone Consults / Year
$2250
Premium Plus Plan

Everything from Premium Plan + Unlimited Lifetime Amendments

Fully Protect Your Family From Probate

Estate Plan Includes:
  • Living Trust
  • Pour-Over Will
  • Durable Power of Attorney
  • Advance Health Care Directive
  • Assignment of Property
  • Quitclaim Deed Prepared and Recorded for Your Primary Residence
  • Estate Planning Binder With Original Documents
  • Lifetime Access to Your Documents digitally through Your mycase Account.
  • In Office Meeting with Attorney to Discuss Plan and In Office Meeting to Sign Documents with Notary
  • Unlimited Lifetime Calls to Ask Questions About Issues Concerning Your Living Trust and Estate Plan
  • Three, 30 Minute, Any-Legal-Issue Phone Consults / Year
  • Unlimited Updates for Your Gaudy Law Drafted Estate Plan
$2750

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