Estate plan & trust amendment
Do you have a living trust but the circumstances in your life have changed?
Through the trust amendment process we can assist you with adding a co-trustee, changing a trustee, or altering beneficiaries or a distribution scheme. Dan will guide you through the amendment process so that your trust properly addresses your current needs and carries out your wishes.
Do you have an A/B Trust?
If your trust was drafted before 2012 it may not be suitable for the current laws.
Find out more. Get a free consultation.
Please submit the form to the right or call a number below for a complimentary discussion about how I can assist you with all of your will, trust, probate, and estate planning needs.
Dan DuRee is a San Francisco Bay Area estate planning and living trust attorney. He has offices in Larkspur in the Marin area, Walnut Creek, San Francisco, and Mountain View,, and to make it as convenient as possible, Dan also meets clients in their home, at their place of work or at the hospital any day of the week.