Trust Amendment Template

This Trust Amendment is made on [Date].

1. Original Trust Information

Trust Name: [Name of Trust]
Original Trust Date: [Date]
Settlor / Grantor: [Full Name]

Any prior amendment or restatement relevant to this Amendment:

[Insert details or write “None”]

2. Purpose of Amendment

The Settlor wishes to amend the above-referenced trust.

This Amendment is intended to amend only the provisions specifically stated below. Except as changed by this Amendment, all other provisions of the trust shall remain unchanged and in full force and effect.

3. Settlor Statement

I, [Settlor Full Name], state that I am the Settlor of the trust identified above and that I am exercising my right to amend the trust according to its terms and applicable law.

This Amendment is intended to apply to:

☐ the entire trust
☐ only the provisions described below
☐ other: [Describe]

4. Amendment to Specific Provisions

The trust is amended as follows:

Section / Article Being Amended: [Section Number or Title]

Current language, if needed for reference:

[Insert current language or write “See original trust document”]

Amended language:

[Insert new trust language exactly as it should read]

Additional amended section:

Section / Article Being Amended: [Section Number or Title]

Amended language:

[Insert new trust language]

Additional changes, if any:

☐ trustee changed to: [Full Name]
☐ successor trustee changed to: [Full Name]
☐ beneficiary provisions changed as follows: [Describe]
☐ specific gift changed as follows: [Describe]
☐ distribution terms changed as follows: [Describe]
☐ administrative powers changed as follows: [Describe]
☐ other change: [Describe]

5. Replacement of Prior Provision

Any trust provision amended by this document is replaced only to the extent of the wording stated in this Amendment.

If a full section is intended to be deleted and replaced, state that here:

[Insert deletion and replacement language]

6. No Other Changes

Except as specifically amended in this document, all terms of the original trust and any valid prior amendments remain unchanged and are ratified and confirmed.

7. Effective Date

This Amendment shall become effective on:

[Date]

If no different date is stated, this Amendment shall become effective upon proper execution.

8. Additional Instructions, if Any

Additional notes, directions, or clarification regarding this Amendment:

[Insert details]

9. Confirmation of Revocable Trust Intent

The Settlor confirms that this Amendment is intended to modify the trust identified above and not to revoke the trust entirely, unless expressly stated otherwise in this document.

If this Amendment is intended to revoke a prior provision completely, describe that here:

[Insert details]

10. Signatures

Settlor / Grantor Signature: __________________________
Name: [Full Name]
Date: [Date]

Additional Settlor Signature, if applicable: __________________________
Name: [Full Name]
Date: [Date]

Trustee Acknowledgment, if desired:

Trustee Signature: __________________________
Name: [Full Name]
Date: [Date]

11. Notary Acknowledgment

State of [State]
County of [County]

On this [Day] of [Month], [Year], before me, the undersigned notary public, personally appeared [Name of Signer(s)], known to me or satisfactorily proven to be the person(s) whose name(s) are subscribed to this instrument, and acknowledged that they executed the same for the purposes stated herein.

Notary Public Signature: __________________________
Name: [Notary Name]
My Commission Expires: [Date]