"Walter" <ps_elder@yahoo.com> wrote:
I had a living will drawn up a few years ago by an attorney in
Palm Springs, CA. (I still live in nearby Cathedral City).
I think you mean living trust rather than living will. A living will
is a name used for health care powers of attorney, and have nothing to
do with distributing your estate.
In the First Amendment to the (My Name) Revocable Living Trust under
sub-heading B. Remainder of the Estate as follows, I have divided
the monies in my estate among sons, granchildren and a brother. I
want now to remove one son and three grandchildren, and change the
percentages each of the remaining heirs will get.
Question is: can I do this by simply attaching a document which i
draft myself and have notarized? If so, will I require additonal
witnesses? Wil I need to make some reference to the disinherited
son? Responders, please identify yourself as a paralegal or
attorney with knowledge of CA law if such is the case.
Yes, technically you can do it yourself. But if you do it incorrectly
you could screw the whole thing up and end up doing something much
different than you have contemplated. I've seen it happen.
Call the lawyer who did the trust and ask about an amendment. It
shouldn't be too expensive. And in any case your making the change
incorrectly, it could end up being much, much more expensive.
Stu
