trust amendment packages
Your family's legal documents must adapt to changes and evolve as your family does
in order to offer the protection you intended with your trust when you first prepared it, whether that was a few months or a few years ago.
Our Trust Amendment Packages provide an affordable solution for the inevitable changes that happen throughout our lives.
We have three levels to choose from.
Our level three unlimited package accounts for the big changes and allows for a complete restatement to be prepared when necessary.
Our level one and two packages are better for small adjustments to your estate planning documents.
No matter the package you choose, we will update amendment package clients' Durable and Health Care Power of Attorney
documents on an annual basis to ensure your health care and financial documents are always up-to-date.
Please feel free to reach out to us or your strategic planner with any other questions you might have regarding these amendment packages. Below are further explanations of each package and what it provides, as well as, a link to a payment choice.
Level I : Annual Amendment
*Allows for changes ONCE a year
|Level II : Semi-Annual Amendment Package |
*Allows for changes TWICE a year
Level III : Unlimited Amendment Package
*Allows for UNLIMITED changes per year
|Updated Durable Power of Attorney||♦||♦|| ♦|
|Updated Healthcare Power of Attorney||♦||♦||♦|
|Updated Final Disposition||♦||♦||♦|
|Simple Trust Amendment||♦||♦||♦|
|Upload to eMoney Vault||♦||♦||♦|
|Full Trust Restatement||♦|
|IRA Trust Restatement||♦|
|Asset Protection Trust Amendment||♦|