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ApplyThis Trust Amendment is made on [Date].
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”]
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.
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]
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:
[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]
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]
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.
This Amendment shall become effective on:
[Date]
If no different date is stated, this Amendment shall become effective upon proper execution.
Additional notes, directions, or clarification regarding this Amendment:
[Insert details]
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:
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]
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]
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For quick answers, scroll below to see the FAQ.
Frequently asked
A trust amendment is a written document used to change specific terms of an existing trust without replacing the entire trust agreement. It is most commonly used with a revocable trust. Whether the amendment is valid usually depends on the trust’s own amendment procedure and the governing state law.
You need a trust amendment to clearly record agreed changes to a revocable trust while keeping the rest of the trust in place. It helps update items like trustees, successor trustees, beneficiaries, distribution terms, and administrative provisions without restating the whole document. A written amendment also helps create a cleaner record of settlor intent.
Use a trust amendment when the settlor wants to change a revocable trust during the settlor’s lifetime and while amendment is still legally available. Cornell notes that revocable trusts generally become irrevocable at death or incapacity, and multiple state statutes make clear that amendment rights depend on revocability and the trust terms.
Start with the name and date of the original trust, then identify the settlor and clearly state which sections or provisions are being changed. After that, write the new language exactly, state the effective date, and confirm that all other trust terms remain unchanged. Because amendment formalities vary by state and by the trust’s own terms, the document should follow the amendment method stated in the trust whenever required.
AI Lawyer can help by organizing the amendment into clear sections so each reviewer can find the relevant details quickly. It can also add internal reference fields, trustee notes, and placeholders that make updates easier to track. A consistent structure helps reduce repeated edits and lowers the chance of missing key details like trust dates, amended clauses, successor trustee names, or beneficiary changes before the document is signed.
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