Arroyo Grande, CA asked in Estate Planning for California

Q: Don't want "per stipes"use in my online purchased Living Trust. All offspring in my sons' marriages are step-children.

I want wives to receive disbursements if sons pass.

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2 Lawyer Answers
Julie King
Julie King
Answered
  • Estate Planning Lawyer
  • Monterey, CA
  • Licensed in California

A: You can do that. Just have a trust amendment prepared to change the terms of your trust. Easy peasy -- assuming your trust is revocable (meaning changeable and dissolvable.) If the trust is irrevocable (not changeable except in certain very specific circumstances), it will take some advanced estate planning to change.

Nina Whitehurst agrees with this answer

Howard E. Kane
Howard E. Kane
PREMIUM
Answered
  • Estate Planning Lawyer
  • Oakland, CA
  • Licensed in California

A: Unfortunately, you get what you pay for with most online estate planning documents and there is very little room if any for much-needed customization. I recommend having an attorney craft your estate plan to properly preserve your legacy.

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