AMENDMENT, TERMINATION, REVOCATION OR OTHER CHANGES TO A TRUST

Complete the information requested and click submit and your request will automatically be emailed to Spiegel & Utrera, P.A. You can expect a reply from Spiegel & Utrera, P.A. within four business hours.

Change of Trustee
  
Name and Address of Existing Trustee:


Name and Address of Successor Trustee:

 
Change of Beneficiary
  
Name and Address of Existing Beneficiary (1):


Name and Address of Successor Beneficiary (1):


Please describe what New Beneficiary shall receive (1):


Please describe what Successor Beneficiary shall receive under the terms of the Trust (1):


Name and Address of Existing Beneficiary (2):


Name and Address of Successor Beneficiary (2):


Please describe what New Beneficiary shall receive (2):


Please describe what Successor Beneficiary shall receive under the terms of the Trust (2):


Name and Address of Existing Beneficiary (3):


Name and Address of Successor Beneficiary (3):


Please describe what New Beneficiary shall receive (3):


Please describe what Successor Beneficiary shall receive under the terms of the Trust (3):

 
Miscellaneous Change
 
 Please describe any changes you would like to make to the Trust:


At this time, the Trust has or does not have any debts or liabilities.
 
Other Comments
 If you care to give any comments in conjunction with this request, please add them here:

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THE FOLLOWING INFORMATION MUST BE COMPLETED FOR ALL INQUIRIES
(THEN SUBMIT YOUR REQUEST AT THE BOTTOM OF THIS PAGE)
 
Name of Entity or Instrument:

Type of Entity:
Profit Corporation
Non Profit Corporation
Limited Liability Company
Professional Corporation
Professional Limited Liability Company
Limited Partnership
Trust		Limited Liability Limited Partnership
Family Limited Partnership
General Partnership
Limited Liability Partnership
Sole Proprietorship
Last Will and Testament
Other 
 
State of Domicile of Entity:
FL CA NY NJ IL NV DE Other: 

Year Formation of Entity:    Was Entity formed by Spiegel & Utrera, P.A.? Yes No

Your Name: * REQUIRED

Your Telephone Number:

Home: * REQUIRED  Cell: Business:   Fax:

Your Email Address:
 * REQUIRED

Your Position in Entity: (Check all that apply)
ChairmanMemberTrustee
PresidentVice PresidentBeneficiary
Operating ManagerSecretaryTreasurer
Shareholder  
Other, Please describe:
 
Complete the additional information requested and click submit and your request will automatically be emailed to Spiegel & Utrera, P.A. You can expect a reply from Spiegel & Utrera, P.A. within four business hours.

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