2024 California Law Update for Amending Your Trust

Attorney Image By: James Filippi

2024 California Law Update on the Required Method of Amending Your Trust

In our October 2022 newsletter, we shared two cases where the law was unclear on the legally required method of amending your trust. There were two cases in the California appeals court system that came to different conclusions. A few others have entered the fray since and added further confusion to the matter. First, a quick recap.

The California Supreme Court took on the appeal and has finally decided to settle this ambiguity in the law. In 2022, it was well settled law that one can modify their trust in any way they choose by including instructions in the terms of their trust. Meaning, if you say my trust may be amended through “X” process, this is the process that will be legally enforced by the court.

There is also statutory law that “fills in the gaps” of your trust should the language not explicitly define how the trust can be amended.  This law allows for your trust to be amended according to the process the legislature defined.

The problem is, which process controls if there is a conflict or an ambiguity, or if you did not fully adhere to the method indicated in your trust, or if you chose to follow the statutory method instead?

Now, in 2024, we finally have an answer. The court established that a trust can be changed using the procedures outlined in Probate Code §15401, which typically involve revocation (cancellation) of the trust, unless the trust document specifically outlines a different method for making changes and clearly states that it’s the only way changes can be made, or if it explicitly says that revocation procedures cannot be used for making changes.

If you would like to make changes to your trust or have questions regarding the process, don’t hesitate to reach out.

Satisfied Client Stories

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Great help with my sister’s probate. Katia was very quick to respond to my questions. James helped us with questions as well. Definitely will use in the future. Thank You!

Scott W. | Citrus Heights, CA
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My wife and I had a great experience at the Filippi Law Firm setting up our Family Trust. Everyone at the office was very professional, knowledgeable, and nice to work with. I highly recommend the Filippi Law Firm for any of your estate’s legal needs.

Melvin S. | Granite Bay, CA
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We thank you for your patience with us because we had soo many questions about completing the entire process. You demonstrated excellent customer service. We are happy to have you as our law firm.

Arturo R. | Rocklin, CA
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I had many questions regarding a trust set up by a family member that gave me power of attorney without my knowledge. This family member became incapacitated and I suddenly had a ton on my plate to deal with and no idea where to even start. I contacted the Filippi Law Firm after trying to get help from quite a few other firms and being told they weren’t interested. Well, I finally came to the right place. They answered all my questions in a timely manner, for a reasonable fee, and put my mind at ease.

Next, I will be getting help from them to update all the documents related to my own affairs. I know they will handle this in the same timely and professional manner that they showed in our previous dealings.

If you’re on the fence, don’t be. Give them a call. You won’t regret it.

Greg H. | Granite Bay, CA
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I very much appreciated working with Jen at the Filippi Law Firm. My Will is thorough and complete and I feel very good providing that for my family!

Catherine S. | Roseville, CA
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Selecting Filippi Law firm was perfect for my needs. Updating my Living Trust – every aspect of the document was clearly explained and my requests were met with sincere interest. And solutions offered to questions unanswered by the previous firm! The initial consultation was free of charge and not rushed in any way. I’m happy to recommend Filippi Law Firm with sincere confidence.

Connie B. | Lincoln, CA

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