[WSBAPT] Has Trust Beeen Amended?

[Felicia Value, Attorney at Law]

Colleagues,

I have always told my clients that if the want to amend a revocable living trust (RLT),  they must execute any amendment with the same formalities they observed when they executed the original documents.  Typically the original trust was signed by the clients as trustors and as trustees,  in the presence of a notary.

A client brought me her parents’ RLT.  It was executed in the usual fashion.  A hand-written note on one of the pages changes the distributions of residue following the death of the second trustor.  It is dated and signed by both trustors.  It is not witnessed or notarized.

Is the hand-written note a valid change?  Has the trust been amended?  

I am really interested in that ^ question.  But FWIW,  one trustor is deceased;  one is alive and competent.

Thanks for your thoughts!

Regards,

Felicia Value
Attorney at Law
PO Box 578/116 North Third Street
La Conner, WA 98257
(360) 466-2088
www.skagitprobate.com

NOTE: I do not use encrypted email. Messages sent to or
from my office via email are not secure and may not be
protected by attorney client privilege. This email address
is not monitored at all times. If your matter is urgent,
please phone my office during regular business hours.

This email may contain confidential material protected by
attorney/client privilege, and is intended for use solely by the above
referenced recipient. Any review, copying, printing, disclosure,
distribution, or other use by any person or entity is strictly
prohibited and may be unlawful. If you are not the named recipient, or
believe you have received this email in error, please reply to the
sender and delete the copy you received. Thank you.






-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20170515/e5538e5b/attachment.html>