What if my clients have existing Estate Plans?

Trust & Will offers Trust restatements for clients who have existing Revocable Living Trusts. The process of creating the restatement is similar to creating new documents, but with some additional questions and language inserted into the documents.

Since a restatement would keep the same name as the existing Trust, clients will likely not need to fund the Trust again.

All other existing documents (Wills, Power of Attorney documents, Advance Health Care Directives, etc.) will be revoked once the new documents are signed and notarized.

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