Legal Question in Wills and Trusts in California

Re: Joint Amendment of Living Trust

I don't know what you mean a "joint amendment" form. A living trust is a contract. No special form is required. It must be in writing and its best to make sure that a survivor can prove the validity of the amendment.

Re: Joint Amendment of Living Trust

I can't tell you what language to use because I didn't read your trust and frankly don't want to take on any liability. With that said, it is probably as simple as you think. For example, "xxxxx is our daughter. She shall take nothing from our trust whatsoever." You might need to use different words, but hopefully that example helped. It is always best to have an attorney help with those. It's not very expensive.

Re: Joint Amendment of Living Trust

The attorney who drafted your living trust will likely charge very little to make this amendment; it's likely worth the cost, especially if you are disinheriting spouses or children - that can get a bit complicated.