Legal Question in Wills and Trusts in California

If we add stock to our living trust do we need an Attorney to change the documents or can we amend them ouselves?

Asked on 4/11/12, 7:21 am

1 Answer from Attorneys

Michele Cusack Pollak & Cusack
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You do not have to amend your trust in order to add assets to it.... unless you wish to provide for specific distribution of those assets to a particular beneficiary. If the latter, I recommend that you consult an attorney to make sure it is done correctly.

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Answered on 4/11/12, 7:45 am

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