Trust Amendments & Restatements and Ancillary Document Reviews & Updates

We believe your plan should grow with you.

Life changes—and so should your estate plan.

Amendments, Restatements & Legal Document Reviews

At Devey Law, we help California individuals and families keep their estate plans and legal estate planning documents up to date through timely reviews, amendments, and complete trust restatements. Whether you've experienced a marriage, divorce, birth, death, change in financial circumstances, or simply shifted your goals, we ensure your living trust, will, and powers of attorney reflect your current wishes.

Regular updates not only help avoid costly mistakes but also provide peace of mind that your plan will work exactly as intended when it matters most.

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Review, Revise, realign —Keep Your Plan Working For You

What is Estate Plan and Ancillary Document Review and Updates?

Estate plan reviews and updates are an essential part of keeping your legal documents accurate, effective, and aligned with your current circumstances.

Over time, major life events such as marriage, divorce, the birth or adoption of a child, changes in financial assets, or the death of a loved one may impact the terms of your estate plan. In addition, updates to California law or changes in your personal preferences may also require revisions. Regular reviews ensure that your Revocable Living Trust, Last Will and Testament, General Durable Power of Attorney, California Advance Health Care Directive, and California HIPAA Authorization continue to reflect your wishes and provide the right people with authority to act on your behalf when needed.

At Devey Law, we work with clients across California to review their existing estate planning documents and make necessary changes through formal amendments, updated powers of attorney, or full trust restatements where appropriate. Whether your documents were originally prepared by our office or another firm, we ensure they remain legally compliant, current, and tailored to your evolving life and goals. Keeping these critical documents up to date helps protect your family, avoid delays or disputes, and gives you lasting peace of mind.

Our services include:

  • Comprehensive document review to assess accuracy and alignment with your current wishes, assets, and relationships.

  • Targeted amendments to update specific sections of a trust or will, such as changing trustees, beneficiaries, or powers of attorney.

  • Complete restatements of your Revocable Living Trust when extensive changes are needed, preserving the original date for continuity while modernizing the content.

  • Updated powers of attorney and health care documents to ensure your chosen agents still reflect your preferences and have the legal authority they need.

  • Property title and funding review to verify that your real estate and other assets are properly titled in your trust.

We take the time to walk you through the changes, answer your questions, and ensure you feel confident that your updated estate plan truly reflects your current life and intentions.

Our Estate Plan and Legal Estate Planning Core Document Review and Update Services

At Devey Law, we offer tailored review and update services for your complete estate plan and core legal documents, including Revocable Living Trusts, Wills, Durable Powers of Attorney, California Advance Health Care Directives, and California HIPAA Authorizations. Whether your plan was created with us or another firm, we provide a thorough legal analysis to identify outdated provisions, gaps in coverage, or changes in the law that may affect your plan’s effectiveness.

Life changes, and so should your estate plan or legal estate planning documents.

RESTATEMENTS, AMENDMENTS & DOCUMENTS REVIEWS AND UPDATES

Let Devey Law review your existing estate planning documents and discuss changes to fit your current situation.

We offer full Restatements to address comprehensive changes to your existing estate plan or trust.

We also offer Amendments for specific changes to your estate plan or trust without the need to execute entirely new documents.

Additionally we offer reviews and updates to ancillary estate planning documents such as Guardianship Designations, Durable Powers of Attorney, California Advance Healthcare Directives, California HIPAA Authorizations, Personal Property Memorandums, etc.

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  • A restatement in estate planning is a comprehensive revision of an existing trust or estate plan. Rather than amending specific sections, a restatement replaces the entire document with a new version while retaining the original trust’s name and date. This keeps the trust’s original structure intact, which can simplify administration and avoid issues with transferring assets. Restatements are typically used when:

    • Making Extensive Changes – When there are multiple updates or substantial modifications needed that go beyond a simple amendment.

    • Adapting to New Laws – Updating the trust to comply with significant changes in tax, estate, or trust laws.

    • Revising Core Structures – Changing fundamental elements of the plan, such as how assets are distributed, restructuring the trust, or altering long-term provisions.

    • Consolidating Amendments – If the trust has had numerous amendments over time, a restatement can consolidate all previous changes into one updated, cohesive document.

    A restatement is beneficial because it preserves the trust’s original name and date, which can avoid the need for re-titling assets or notifying institutions of a “new” trust. This makes it a seamless, legally sound way to modernize or substantially alter an estate plan.

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  • An amendment in estate planning is used to make specific changes to an existing estate plan or trust without needing to create an entirely new document. Amendments are ideal for updates that don’t require a complete overhaul of the estate plan structure. Common reasons to use an amendment include:

    • Updating Beneficiaries – Changing who will inherit assets, adding new beneficiaries (like a new child or grandchild), or removing a beneficiary.

    • Changing Executors or Trustees – Appointing new people to manage the estate, such as a new executor, trustee, or power of attorney.

    • Modifying Specific Provisions – Adjusting details like distribution methods, adding specific gifts, or updating instructions for handling certain assets.

    • Reflecting Life Changes – Making adjustments following significant life events, such as marriage, divorce, or the death of a named individual.

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  • Ancillary documents are essential components of a complete estate plan. These supporting documents help ensure your personal, financial, and medical wishes are honored and that your trusted decision-makers have the authority they need. Ancillary documents typically include your Durable Power of Attorney, California Advance Health Care Directive, California HIPAA Authorization, Nomination of Guardian for Minor Children, Final Disposition Instructions, and Personal Property Memorandum.

    At Devey Law, we offer à la carte review and update services for these important documents—without requiring a full amendment or restatement of your trust or will. This allows you to make necessary changes efficiently and cost-effectively, ensuring your plan remains current and legally sound. Clients often seek updates when:

    • Agents or Guardians Need to Be Changed – Appointing new agents for financial or healthcare decisions or updating your nominated guardians for minor children.

    • Contact Information Is Outdated – Your agents, guardians, or family members have changed addresses, phone numbers, or email addresses.

    • Medical or Burial Preferences Have Evolved – You want to revise your end-of-life care, organ donation, or final disposition instructions.

    • Personal Property Distributions Have Changed – You wish to add, remove, or reassign specific gifts in your Personal Property Memorandum.

    • Law or Form Requirements Have Changed – Updated statutory forms or legal best practices suggest a newer version for enforceability.

    • Time Has Passed – Some institutions prefer ancillary documents to be updated every 5–10 years for clarity and acceptance.

    Our ancillary document review service ensures your legal documents reflect your current wishes and remain enforceable when your loved ones need them most—all without unnecessary revisions to your core estate planning documents.

Why Choose Devey Law?

At Devey Law, we provide thoughtful, California-specific guidance to ensure your estate planning documents—including your trust, will, and powers of attorney—are regularly reviewed, properly updated, and always aligned with your current needs and goals.

Schedule a Consultation

Take the first step in securing your legacy. Contact Devey Law today to schedule a consultation. Whether you need to create a new estate plan or update an existing one, we are here to help you protect what matters most.