What is the trustee required to do regarding a rrevocable Trust when a beneficiary has had their name amended by a court order?
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What is the trustee required to do regarding a rrevocable Trust when a beneficiary has had their name amended by a court order?
I have legally amended my name in court several months ago. I am a beneficiary for a Irrevocable Trust. Is there a legal manditory procedure for the trustee to amend my name for the Trust or is amending the Trust not necessary? I have been advised that the Trust itself does not need to be amended and that the only requirement is that the name change documentation should be provided to the trustee. Is that correct?
Asked on June 25, 2012 under Estate Planning, California
Answers:
Deborah Barron / Barron Law Corporation
Answered 11 years ago | Contributor
A court order is controlling and automactically amends the Trust so the advise you received is correct, you should provide the order to the trustee stating that you are a benificiary.
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