Trust Update Form (Amendments)

This form is no longer active. Please use the updated version by clicking the link below:

https://form.jotform.com/243454511686157

If you have any questions, please contact our office at 800-871-4901.

Assisting with your Trust Updates
ACKNOWLEDGE OUR TERMS OF USE AND PRIVACY POLICY
To proceed, please read and agree to the following:

Welcome back to Financial Planning Ministry!

Our mission is to help you maintain an estate plan that provides peace of mind while providing future funding for the kingdom work of our partner organizations (a complete list is in this form).

Our continued document preparation assistance is available to those (“members”) who support our mission. We can update basic information in your estate plan. If your wishes fall outside the scope of our service, we will suggest other resources whenever possible.

Please note that the scope of our services may have been redefined since you last worked with us. Your updated document(s) will contain the most recent template language that FPM provides.

It is important to know that we are not a law firm and we don't give legal advice. The information we provide is for educational purposes only. The materials and forms we offer are not substitutes for advice or services from an attorney.

Thank you for allowing us to assist you with these essential life-planning documents.
Acknowledgement:*

I have read and agree to Financial Planning Ministry’s Terms of Use and Privacy Policy. I choose to utilize FPM’s not-for-profit service to make updates to my estate plan.

Before you Get Started
- Review your documents and make a list of your changes in advance.
- Articles II (people serving) and Article V or IX (beneficiaries) of your Trust contain the critical components that are typically changed. If you have amended your trust already, make sure you are looking at your most recent document set.
- Schedule B contains contact information for people and organizations.
- Only complete this form once you are settled with your decisions and have all the information handy. All changes must be indicated in this form or they will not be implemented.
- Additional changes after submission may result in a request for a reasonable financial contribution to cover some costs of producing a replacement.
- Expect to spend 15-30 minutes on this form.
- This form is best completed in one sitting. If unable, click save to email yourself a resume link.
- Proofread for accuracy (legal names, spelling, dates of birth, addresses).
- Be prepared to upload copies of your signed trust and any subsequent amendments, when applicable. Handwritten changes on these copies will not be honored.
- If you have pending questions, please call us at 1-800-871-4901 prior to submitting the form.
SECURITY AND PERFORMANCE
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Confirm your Contact Information
Your Name:*

First NameMiddle NameLast Name
FPM File#:
Your DOB:*

MonthDayYear
Date
Gender:*

MaleFemale
Primary Phone:*
Please enter a valid phone number.
Alternate Phone:
Please enter a valid phone number.
Your Email:*
example@example.com
Your Address:*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
County of Residence*
Do you have a Spouse?*

YesNo
Please Select One:*

SingleWidowedDivorced
Please Select One:*

We are updating our joint trust.I am married but have an individual trust.
Spouse's Name:*

First NameMiddle NameLast Name
Spouse's DOB:*

MonthDayYear
Date
Spouse's Primary Phone:*
Please enter a valid phone number.
Spouse's Alternate Phone:
Please enter a valid phone number.
Spouse's Email
example@example.com
* Required Field

Successor Trustee

Find and review Article II of your current trust. At the death or incapacity of the last trustee (you or your spouse), the successor trustee will carry out the wishes and terms of your trust.
Are you updating your Successor Trustee?*

YesNo
When updating your successor trustee(s)/executor(s), please re-list all of the people who will act in the order they will serve. We will update your Trust and Pour Over Will(s) accordingly.
1. Person (not spouse):*

First NameMiddle NameLast Name
1. Person:*

First NameMiddle NameLast Name
Relationship (and to whom) e.g. Carol's brother's wife:*
Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email:
example@example.com
Phone:
Please enter a valid phone number.
Would you like to add another Person?*

YesNo
2. Person (not spouse):*

First NameMiddle NameLast Name
2. Person:*

First NameMiddle NameLast Name
Relationship (and to whom) e.g. Carol's brother's wife:*
Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email:
example@example.com
Phone:
Please enter a valid phone number.
Would you like to add another Person?*

YesNo
3. Person (not spouse):*

First NameMiddle NameLast Name
3. Person:*

First NameMiddle NameLast Name
Relationship (and to whom)*
e.g. Carol's brother's wife:
Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email:
example@example.com
Phone:
Please enter a valid phone number.

Healthcare Agent / Conservator

Find and review your Healthcare Directive. Your healthcare agent will make your medical decisions in the event that you become disabled and/or mentally incompetent.
Are you updating your Healthcare Agent/Conservator?*

YesNo
Who needs a new Healthcare Power of Attorney and Directive?*

YouYour SpouseBoth
Your Healthcare Agent
1. Primary Agent:*

First NameMiddle NameLast Name
Relationship (and to whom):
e.g. Carol’s brother’s wife
Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone:
Please enter a valid phone number.
2. Alternate Agent (Optional):

First NameMiddle NameLast Name
Relationship (and to whom):
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.
Your Healthcare Agent
1. Do you want your spouse named as first agent?*

YesNo
2. Alternate Agent (Optional):

First NameMiddle NameLast Name
2. Primary Agent:*

First NameMiddle NameLast Name
Relationship (and to whom):
e.g. Carol’s brother’s wife
Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone:
Please enter a valid phone number.
3. Alternate Agent (Optional):

First NameMiddle NameLast Name
Relationship (and to whom):
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.
Spouse's Healthcare Agent
Will you be your Spouse's First Healthcare Agent?*

YesNo
2. Alternate Agent (Optional):

First NameMiddle NameLast Name
2. Primary Agent:*

First NameMiddle NameLast Name
Relationship (and to whom):
e.g. Carol’s brother’s wife
Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone:
Please enter a valid phone number.
3. Alternate Agent (Optional):

First NameMiddle NameLast Name
Relationship (and to whom):
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.

Estate Distribution

Find and review Article V or IX of your current trust.
Are you updating your Distribution?*

YesNo
Important!

1. If you need to remove, modify, or add gifts to charitable organizations listed before the 'rest, residue and remainder' statement in your distribution, please go back to the section titled 'Charitable Gifts'. Do not include those updates here (i.e. To add a 1% gift to your church, navigate to 'Charitable Gifts').

EXAMPLE:

2. If your current document has a charitable organization listed anywhere after the 'rest, residue and remainder' statement in your distribution (most often as an alternate beneficiary), you should make that change here.

EXAMPLE:

3. Distribution in this section must add up to 100%, excluding any percentage you have designated in 'Charitable Gifts' (i.e. 50% to John and 50% to David).

4. If you are adding a new beneficiary, please specify a back-up/contingent beneficiary (i.e. Replace Joseph with John as 50% beneficary. Should John be unable to inherit, this share will go in equal shares to John's children").

5. If you have changes to your Special Distribution/Children’s Trust, do not include those updates here. Navigate to the next page.
Note your distribution changes here:

Children's Trust/Special Distribution

Find and review Article V or IX of your current trust.
Are you updating an existing Children's Trust/Special Distribution?*

YesNo
Who is this Children's Trust for?

First NameMiddle NameLast Name
If you have more than one Children's Trust/Special Distribution, identify which one you are updating (Otherwise type N/A). *
i.e. I am fixing Special Distribution for my grandchildren, not the one for my daughter Sarah Smith.
I would like to update my existing 'Children's Trust' or 'Special Distribution' as follows:*

Remove my Children's Trust/Special Distribution. Choose this option if children should inherit outright at the time of distribution (or at age 18 if still a minor).Make monies available for continuing education and associated expenses. At age 25 provide them with 50% of the remainder, and the balance at age 30.Make monies available for continuing education and associated expenses, but I would like to customize the criteria.Other
Custom Criteria:
Use this space to make minor adjustments to your existing terms.
Who would you like to name as trustee of the children’s trust?*

Same as Successor TrusteeSame as GuardianOther
Other:*

Children's Trust/Special Distribution

Find and review Article V or IX of your current trust.
Are you adding a brand new Children's Trust/Special Distribution?*

YesNo
Who is this Children's Trust for?*

First NameMiddle NameLast Name
Name the beneficiary(ies) who will be subject to the terms of your new Children's Trust/Special Distribution.*
i.e. My grandchild Sarah Smith.
I would like the terms of my new 'Children's Trust' or 'Special Distribution' to be as follows:*

Make monies available for continuing education and associated expenses. At age 25 provide them with 50% of the remainder, and the balance at age 30.Make monies available for continuing education and associated expenses, but I would like to customize the criteria.
Custom Criteria:

Miscellaneous Updates
List any additional updates below (i.e. updated addresses/phone numbers for anyone listed on your Schedule B):

Your Trust's Status
Have you already signed/notarized your Living Trust?*

YesNo
Please hang on to your unsigned document(s). You will be receiving instructions for which document(s) to replace once the updates are mailed to you.
Although this form is designed to give FPM information to update your Living Trust, we will also provide new copies of any other documents affected by your changes (Will, Healthcare Directive, etc.).

Any new document we provide will need to be signed with a notary and/or witness(es). If the only change to a specific document is an address, you may save yourself that step and expense by updating the address(es) by hand.
With this in mind, please choose your preference:*

Do not send me a replacement document if the only change is a new address.Please send me a replacement document even if the only change is a new address.

Upload Documents
We are so glad you executed your estate plan. To avoid any complications for your loved ones in the future, we must see some of your executed document(s) prior to making your updates. If you have not already done so, please provide the following copies when you submit this form:

1. Your entire signed & notarized *Living Trust (not your Certificate of Trust)

2. Any previous *amendment(s) to your Living Trust

*Note that handwritten changes you may have added to the signed trust and/or amendment(s) will not be honored. All of your updates must be entered here in this form.
Upload Your Documents

Cancelof
If needed, below are alternative options for sending the requested documents to our office:

FAX: 949-743-8343

EMAIL: Updates@fpm.org

MAIL: Financial Planning Ministry, 2010 Main St., Suite 100, Irvine, California 92614

Disclosure & Signatures
Acknowledgement:*

I have reviewed my entire estate plan and identified all necessary changes. I am settled in my decisions and confirm that the information I am providing here is complete and correct. If I request adjustments to my submission, I understand that I may be asked for a financial contribution to cover some of FPM’s operating costs.
Signature Date .
Signature Date .
Should be Empty:

Assisting with your Trust Updates

Before you Get Started

Confirm your Contact Information

Children

Successor Trustee

Financial Power of Attorney

Your Financial Agent

Your Financial Agent

Spouse's Financial Agent

Your Children's Guardian

Healthcare Agent / Conservator

Your Healthcare Agent

Your Healthcare Agent

Spouse's Healthcare Agent

Business Ownership

Real Property

Real Property

Charitable Gifts

Gifts to Our Partner(s)

Gifts to Your Church/Other Organization(s)

Gifts to Financial Planning Ministry

Estate Distribution

Children's Trust/Special Distribution

Children's Trust/Special Distribution

Miscellaneous Updates

Your Trust's Status

Upload Documents

Disclosure & Signatures