As the owner of a Revocable Trust, can I update it without re-engaging the services of the attorney?

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As the owner of a Revocable Trust, can I update it without re-engaging the services of the attorney?

Would the newest (revised) version automatically over-ride the existing Trust and be considered legal if I had it witnessed and notarized?

Asked on December 20, 2013 under Estate Planning, Massachusetts

Answers:

SJZ, Member, New York Bar / FreeAdvice Contributing Attorney

Answered 7 years ago | Contributor

If you fully and completely comply with all the requirements for creatinig a trust (e.g. proper witnessing and notarizing), then you can update the trust without the use of an attorney: the use of a lawyer to create trusts, wills, etc.  is not mandated. However, it is advisable to use an attorney: comparatively small errors in procedure can result in the attempted trust being ineffective, so doing this without professional help is generally not a good decision.


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