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  • Home
  • Services
    • Fiduciary Appointments
    • Trust & Estate Administration Assistance
    • Accounting and Financial Concierge Services
    • Successor Fiduciary Appointment Planning
    • For Professionals
  • About company
  • Team
  • News
  • Testimonials
  • Resources
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  • Contact
  • REQUEST CONSULT

Daily Archives: February 24, 2021

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Big Changes Ahead image

Restatement or Amendment? How to Update Your Trust

Fiduciary Services, Legacy, Personal Planning, Trustee AssistanceBy Santa Barbara FiduciaryFebruary 24, 2021

A Revocable Living Trust is a great estate planning tool that offers some equally great benefits, but like a traditional Will, sometimes changes need to be made. For this, you have two options: an amendment or a restatement. Here’s how to know which one to use. A Trust Amendment is just what it sounds like…

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