Trusts

Trust Amendments:

• When your finances and family situation changes, it means that your trust needs to be changed, too.
• We offer flat rate simple trust amendments (like changing your successor trustee or age of inheritance) for $350.
• More extensive changes are at an hourly rate, so you only pay for the changes that you need.
• We also offer full restatements (i.e. a complete re-write) of your trust for the flat rate fee of $1200, or $700 if your trust was created by TuckerAllen.

Trust Termination or Modification:

• There are a variety of reasons why people want to revoke or terminate trusts. These typically include:
  • You set up an irrevocable trust, but you to get rid of it and get those assets back.
  • You inherited a trust from a relative and you want to change the terms or get your money out sooner than it allows.
• The solutions to these problems depend upon the exact terms of your trust and your rights as Grantor or beneficiary. We will review your documents and let you know about any paths forward, which may include a simple revocation and consents from beneficiaries, decanting, or a petition to terminate the trust in court.
• Because this field is so highly specialized to the unique circumstances of our clients, we are unable to offer a flat rate fee for this service. Our experienced attorneys will work with you to determine the best path forward and project an estimate of costs involved.

View our complete pricing list.