Amendment, Termination, Revocation or Other Changes to a Trust

Complete the information requested and click submit and your request will automatically be emailed to Spiegel & Utrera, P.A. You can expect a reply from Spiegel & Utrera, P.A. within four business hours.

Change of Trustee

Name and Address of Existing Trustee:

Name and Address of Successor Trustee:

Change of Beneficiary

Name and Address of Existing Beneficiary (1):

Name and Address of Successor Beneficiary (1):

Please describe what New Beneficiary shall receive (1):

Please describe what Successor Beneficiary shall receive under the terms of the Trust (1):

Name and Address of Existing Beneficiary (2):

Name and Address of Successor Beneficiary (2):

Please describe what New Beneficiary shall receive (2):

Please describe what Successor Beneficiary shall receive under the terms of the Trust (2):

Name and Address of Existing Beneficiary (3):

Name and Address of Successor Beneficiary (3):

Please describe what New Beneficiary shall receive (3):

Please describe what Successor Beneficiary shall receive under the terms of the Trust (3):

Miscellaneous Change

Please describe any changes you would like to make to the Trust:

At this time, the Trust has or does not have any debts or liabilities.

Other Comments

If you care to give any comments in conjunction with this request, please add them here:

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