Trust & Will Amendments
Keep your estate plan current as your life, family, and wishes change.
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Priced by what you actually have.
The Deliverables
Update Your Trust as Life Changes
Your trust should continue to reflect who you want managing your estate, who should benefit from it, and any changes to how your assets should ultimately be distributed.
Trust Amendment reflecting the approved changes to your existing KKOS Lawyers trust.
Update the Wishes in Your Will
Changes to beneficiaries, personal representatives, guardians, or other estate-planning decisions may require your Will to be formally updated.
Last Will and Testament Codicil, when applicable.
Update Your Decision-Makers
If the people you previously selected to handle financial or healthcare matters are no longer the right fit, those documents can be updated along with the rest of your plan.
Updated Financial Power of Attorney, Health Care Power of Attorney, Advance Directives, and/or Organ Donation documents when applicable.
Make Sure the Changes Are Properly Executed
Updating an estate plan only works when the revised documents are completed correctly. You receive the instructions needed to properly sign and finalize your amendments.
Final amendment documents, signing instructions, printing, and shipping of applicable documents.
What clients add next.
The pieces work together. Here are the services most clients engage alongside this one, and the ones we recommend they consider.
Start with a conversation.
A free 15-minute call with a client coordinator, or go straight to a working session with a partner-level attorney. Either way, you leave knowing the next step.