Fillable Printable Sample Living Trust
Fillable Printable Sample Living Trust
Sample Living Trust
Revocable Living Trust Amendment
Unlike a Will, a living trust is controlled by contract law rather than by the probate
code under state law. An amendment to a Revocable Living Trust must be in
writing, but it does not need to be witnessed. It does not need to be notarized. It
does need to be signed by the Grantors of the Trust and the Trustees of the
Trust since they are both parties to the Trust Agreement. In most cases, with a
Revocable Living Trust, these are the same people.
After the Revocable Living Trust has been signed, the original should be placed
with your other legal documents in a safety deposit box or a fire-proof cabinet
and a copy put in your Document Portfolio.
The following pages contain a sample filled-out Revocable Living Trust
Amendment form which will guide you on how to complete the form, and a blank
Amendment for you to complete.
THE
DOE FAMILY
REVOCABLE LIVING TRUST
AMENDMENT
THIS FIRST AMENDMENT to the Trust Agreement made this
1ST day of MAY , 2005 executed between
JOHN JAY DOE and MARY JANE DOE , hereinafter
referred to as the Grantor(s) and JOHN JAY DOE and MARY JANE DOE ,
hereinafter referred to as the Trustee(s).
WHEREAS, the Grantor(s) and the Trustee(s) entered into a Revocable Living Trust
dated JUNE 12, 2001 , hereinafter called the
Trust Agreement, and
WHEREAS, Article THREE of the Trust Agreement provided that the
Grantor(s) reserve(s) the right to amend in any manner or revoke in whole or in part the
Trust Agreement, and
WHEREAS, the Grantor(s) is/are desirous of modifying and amending the Trust Agreement
and the Trustee(s) is/are agreeable to the modification and amendments contained herein,
NOW THEREFORE, IT IS AGREED:
ARTICLE FIVE SHOULD BE CHANGED AS FOLLOWS:
Donald David Doe should be replaced as Successor Trustee by Dawn Danielle Doe.
ARTICLE SEVEN SHOULD BE CHANGED AS FOLLOWS:
The Trust principal that has been divided into shares for each of the Grantors’
children should be distributed to each child at the following ages:
30% of the Trust as age 25, 30% of the Trust at age 30 and the remainder of the
Trust principal at age 35.
1
IN WITNESS WHEREOF, Grantor(s) has hereunto subscribed his/her name to the
Amendment to this TRUST this 1ST day of MAY , 20 05 .
JOHN JAY DOE and MARY JANE DOE
GRANTOR
STATE OF ILLINOIS )
) SS
COUNTY OF COOK )
The foregoing instrument was acknowledged before me this day of ,
20 , by the Grantor.
SEAL
Notary public:
My Commission Expires:
THE
REVOCABLE LIVING TRUST
AMENDMENT
THIS AMENDMENT to the Trust Agreement made this
day of , executed between
, hereinafter
referred to as the Grantor(s) and , hereinafter
referred to as the Trustee(s).
WHEREAS, the Grantor(s) and the Trustee(s) entered into a Revocable Living Trust
dated , hereinafter called the Trust
Agreement, and
WHEREAS, Article of the Trust Agreement provided that the
Grantor(s) reserves the right to amend in any manner or revoke in whole or in part the
Trust Agreement, and
WHEREAS, the Grantor(s) is desirous of modifying and amending the Trust Agreement
and the Trustee(s) is agreeable to the modification and amendments contained herein,
NOW THEREFORE, IT IS AGREED:
IN WITNESS WHEREOF, Grantor(s) has hereunto subscribed his/her name to the
Amendment to this TRUST this day of , 20 .
GRANTOR
STATE OF )
) SS
COUNTY OF )
The foregoing instrument was acknowledged before me this day of ,
20 , by the Grantor.
SEAL
Notary public:
My Commission Expires:
