Our clients typically had a will or trust-based plan set up “when the children were little.” Now their children are grown, and the plan is, on average, 26 years old, with that “old will smell.” They certainly don’t make paper and staples like they used to!
Changes happen all the time, let’s provide you the peace of mind that comes in knowing that it still reflects your wishes. You don't want an outdated trust to direct what it took a lifetime to build. We can modify your Living Trust as long as the client is still alive and with capacity.
If the person is incapacitated or disabled, or the trust is “irrevocable,” we can still assist families with trust changes, but be sure to bring copies of the current trust and power of attorney for our firm to review and confirm with you.