Handling Clients' Existing Trusts Created Outside of Trust & Will

Trust & Will offers Trust restatements for clients who have existing Revocable Living Trusts. This process mirrors the creation of new documents but includes extra steps:

  • Additional Questions: Clients will answer more detailed questions to tailor the restatement to their current situation.
    Incorporation of New Language: Specific language is added to align the new documents with the existing Trust's stipulations.

Since the restatement retains the original Trust's name, it typically does not require re-funding. However, it's important to note that all other existing documents such as Wills, Power of Attorney, and Advance Health Care Directives will be revoked upon the signing and notarization of the new documents.

 

 

 

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