Trust: To Amend or To Restate?!?



I’ve had several clients recently email or bring to my office the trust of a loved one who passed on. Unfortunately, the trusts had each been amended about 4 or 5 times. This causes at least 2 problems. One, it’s makes it confusing because you have to compare each amendment with each prior amendment and piece it all together like a puzzle. Second, it costs money because it requires more analysis by the attorney, which means a higher bill for said client. The better way in many instances is to create a Restated Trust. This is easily accomplished and should save lots of confusion and money down the road.

Happy Trusting, Mike


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Mike Massey JD, MBA, MPA just might be the 195th most interesting person in Texas. He has 4 college degrees and he's working on a 5th:  BBS Accounting; MPA Master's in Professional Accounting; JD Law Degree; MBA Master's in Business Administration; BBS in Biblical Studies (in progress).

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© 2020 Mike Massey Law.  Managing Attorney Mike Massey, 8911 Capital of Texas Hwy, Ste 3210, Austin, TX, 78759.  Email: mike@MyTxWills.com.  Phone: 888-407-2407.  Mike Massey, Texas Bar # 24032584. The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established. Privacy Statement.  Prices can vary based on your unique situation and potential add-on services.  Prices for in-office (in person) meetings typically cost more than virtual meetings that are done over the phone instead of in person.  Prices for virtual estate planning do not include an execution ceremony or notary, as those services are not available with our discounted virtual estate planning packages.