How to Verbally Amend a Trust
As the owner of a living trust, you must choose a person to manage the trust, known as a trustee. The trustee has the legal authority to act on behalf of the trust, sign trust documents, distribute property and make changes to the trust agreement. You may give a trustee verbal authorization to amend or restate any article within a trust agreement. If you have more than one trustee, you may need signatures from each person. Either way, all you have to do is verbally amend the trust agreement. The trustee will implement the changes you request.
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Instructions
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Determine which articles you wish to amend. For example, amend distributions of principle to a beneficiary.
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Contact the person you've appointed to manage the trust and hold title over trust property for your beneficiaries, known as the trustee.
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Give the trustee verbal consent to prepare an amendment, an instrument used to make minor changes to a trust agreement or a restatement, an instrument used to make major changes. A minor change would be correcting a beneficiary's date of birth, and a major change could involve adding a new beneficiary.
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Give the trustee verbal consent to prepare a supplemental instruction form, an instrument used to restate how principal is to be distributed.
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Review the completed documents to ensure that the changes you requested were properly documented.
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Have the trustee sign and date each form in front of two witnesses. It is not necessary to sign a restatement in front of witnesses, but doing so is always a good idea.
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Hire a notary public to notarize each document.
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