[WSBAPT] Trust restatement question

[Heather de Vrieze]

I’m not sure there is a definitive answer, but I tend to simply use the original trust name (date) and include “as amended”.

Heather

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Ann Manley
Sent: Tuesday, August 25, 2026 5:01 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Trust restatement question

I restated a 2008 revocable living trust for some clients. Do I need to reference the restatement date in a quitclaim I'm doing, or just the original trust name and date?

The trust could be restated again, so I'm not sure it makes sense to reference the restatement date.

Ann Manley, Esq.
The Manley Law Firm, P.S., Inc.
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