How to Ammend a Schedule of a Revocable Trust
As its name suggests, a revocable trust can be revoked. This means if a schedule of a revocable trust is no longer complete and accurate, a trust grantor or successor trustee can amend it using an amendment form. An amendment form is an instrument that identifies modifications or alterations to an original trust deed or trust document. In other words, it revokes or alters a revocable trust. Amendment templates are available for download online for free.
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Instructions
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Print a revocable living trust amendment form. (See Resources for blank amendments.)
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Identify the number of amendments the trust grantor has created to amend the original trust agreement. Enter the trust name and effective date of the amendment.
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Enter the date of the original trust agreement. This is the date on which the trust grantor or trustee signs and notarizes the trust agreement.
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Distinguish which article of the trust agreement requires modification. For example, state that you wish to amend or revoke "Article 4" of the trust agreement in whole or in part.
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Write out the amendments you wish to record. For example "Jane Davidson should be replaced as successor trustee by Joan Claire."
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Sign and date the amendment. Identify the trust grantor's state and county of residence. It is not necessary to have an amendment witnessed or notarized.
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Attach the amendment to the other documents in your trust portfolio. Shelter your trust portfolio inside a safety deposit box or a fire-proof filing cabinet.
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