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• 1. T

     Do I have to re-sign and re-date my Pour-Over Will each time I make amendments to my revocable Living Trust?

     To TrustUser's point, the name of the Trust is one of the reasons I questioned the answer from the law firm. The Pour-Over Will and the Affidavit of Trust make reference to the legal name of the Trust and that legal name ends with "and any amendments thereto". Wouldn't this mean that the...

     • Trusting_Soul
     • Post #20
     • Mar 16, 2023
     • Forum: Wills, Trusts and Estate Planning
  2. T

     Do I have to re-sign and re-date my Pour-Over Will each time I make amendments to my revocable Living Trust?

     To TrustUser's point, the name of the Trust is one of the reasons I questioned the answer from the law firm. The Pour-Over Will and the Affidavit of Trust make reference to the legal name of the Trust and that legal name ends with "and any amendments thereto". Wouldn't this mean that the...

     • Trusting_Soul
     • Post #18
     • Mar 16, 2023
     • Forum: Wills, Trusts and Estate Planning
  3. T

     Do I have to re-sign and re-date my Pour-Over Will each time I make amendments to my revocable Living Trust?

     The amendment was made to correct a mistake made by the law firm in the description of a beneficiary. They created the amendment to correct it.

     • Trusting_Soul
     • Post #10
     • Mar 16, 2023
     • Forum: Wills, Trusts and Estate Planning
  4. T

     Do I have to re-sign and re-date my Pour-Over Will each time I make amendments to my revocable Living Trust?

     I'm questioning the answer.

     • Trusting_Soul
     • Post #7
     • Mar 16, 2023
     • Forum: Wills, Trusts and Estate Planning
  5. T

     Do I have to re-sign and re-date my Pour-Over Will each time I make amendments to my revocable Living Trust?

     I live in Indiana. "They" is the Law Firm that created my Trust. I also had to re-sign and re-date the Affidavit of Trust. I asked them the reason for having to re-sign and re-date the Pour-Over Will and Affidavit of Trust documents and they said: "Anytime there is a change of any kind to a...

     • Trusting_Soul
     • Post #5
     • Mar 16, 2023
     • Forum: Wills, Trusts and Estate Planning
  6. T

     Do I have to re-sign and re-date my Pour-Over Will each time I make amendments to my revocable Living Trust?

     Indiana When I went in to sign the first amendment to my revocable Living Trust, they also had me re-sign, re-date, and re-notarize my Pour-Over Will, even though there were no changes to its contents. Is this something that has to be done every time I make an amendment to the Trust?

     • Trusting_Soul
     • Thread
     • Mar 15, 2023
     • Replies: 22
     • Forum: Wills, Trusts and Estate Planning