Recent content by knash

Thanks, I think the info you provided was helpful enough. I did have one additional question; the trust document states that amendments and alterations to the trust can be made 'by an instrument in writing', does that literally mean the amendments have to be in handwriting or does that also...

No my Father is the last trustee but he doesn't even use a computer so doesn't want to be bothered with it and has asked me to do it. I don't know if its as simple as that but we will see what the Attorney says.

Nobody told me, I just read online that beneficiaries and legal heirs have to be informed which is easy on my Uncles side but not my Aunts. We haven't started the process yet but I will likely be acting as the trustee on behalf of the beneficiary/successor trustee who doesn't want to do it...

Thanks for your reply. Yes we are in the process of securing an Attorney who I know will be able to handle this for us but I just wondered if anyone had any general knowledge relevant to California about my questions. Thanks!

So we're just starting the process of settling up my Uncle's Irrevocable Trust here in CA and I am a bit confused about a couple of things; The Trust itself is pretty straightforward, but they (my late Auntie and Uncle) added an Amendment (a Contingent Beneficiary) to the Trust after the...