I want to change a living trust that was created in 2005. We want to change the successor trustees, executors, the plan of distribution, power of attorney, and agents of health care directive. This would be a restatement then? (as opposed to an amendment). Can legalzoom do a restatement of an living trust / estate plan that did not originate with legalzoom?

Jeffrey Lippman ∙ August 9, 2019

To the best of my knowledge, LegalZoom does not do re-statements but you can confirm this with LegalZoom directly. A re-statement with changes is an amendment, typically entitled Re-Statement and First Amendment of Trust. The Power of Attorney and Advanced Medical Directive do not typically get amended; new documents are typically created. Even if LegalZoom does not provide a Amended and Re-Stated Trust product, your membership still provides you with a 25% preferred member discount if you retain your provider firm or a approved referral attorney through the LegalZoom intake process. Thus, I recommend you schedule a full consultation with your provided law firm.

Jeffrey Lippman's offices are located in Leesburg, Virginia. Mr. Lippman is licensed to practice law in the District of Columbia and the state of Maryland, and his comments may only apply to those jurisdictions. If your question applies to a different jurisdiction you should check with an attorney in that jurisdiction. The information is not, nor is it intended to be, legal advice. You should consult an attorney for individual advice regarding your own situation. Answering this question does not in any way constitute legal representation and any information you provide is not protected by attorney-client privilege.


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