Q: How easy/ quick is it to ADD a beneficiary to a WILL & TRUST?
A: You will need to have a Florida Estate Planning Attorney look at and review the Will and or Trust and see what can be done and under what circumstances. Hopefully the grantors of any Trust or any other estate planning documents are alive and have proper mental capacity, in addition, they will need to reach out to an estate planning attorney to address their needs and concerns. If a Will is being changed it can generally be done via a codicil, this should not be too difficult, but the Will would need to be reviewed. If the Trust is being changed then an amendment or restatement must be done based on the circumstances and what precisely need to be changed and or updated. Any changes will require signature, witnesses and notarization, there should also be no undue influence as this can cause problems later as well in some instances. Easy and Quick are not terms that I would use per above and based on what potentially needs to be reviewed and done so that issues do not arise later.
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