Saturday, April 2, 2016

FAQ: Can I write on the documents if I want changes?

Michelle decided she wanted some changes to her trust. She penciled (not pen, pencil) in some changes she wanted. When she went to a new bank to open an account, the bank would not accept the original with hand written changes on it.

No. Do not write on the originals. Make a copy, write your changes in, then visit your attorney to make the changes official.

Wills are particularly sensitive to being written on. It can be argued that it is evidence that a person wants to destroy the will.

Some banks will not accept a trust or power of attorney with hand written changes.



from Estate Planning Bentonville, Springdale, Fayetteville AR http://ift.tt/1Tqll2z


from DeWitt Law Firm, PLLC

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