Michigan: Revocable Trust Amendment Requirements

Requirements one by one

Governing law and revocability presumption

Mich. Comp. Laws § 700.7602(1)–(3) makes a trust revocable and amendable unless its terms expressly
provide otherwise. That presumption does not apply to an instrument executed
before April 1, 2010, a trust created through the listed § 7820a power, or a
trust created by a trustee's fiduciary exercise of a power of appointment.

Those exceptions require separate instrument and historical analysis; they are
not proof that every older or power-created trust is irrevocable.

Who may amend or restate

The settlor is the ordinary actor. An agent, conservator, or plenary guardian
must clear the additional statutory authority rules. Trustee or beneficiary
status alone supplies no amendment power.

Michigan states no separate complete-restatement procedure. A restatement is a
comprehensive amendment governed by the same authority and method provisions.

Trust method and exclusivity

The settlor may substantially comply with a method in the trust. If the trust
states no method or does not expressly make its method exclusive, subsection
(3)(b) supplies alternatives based on whether the trust was created in writing
or orally.

A stated method therefore does not necessarily eliminate the alternative. It
must be expressly exclusive to do so.

Alternative writing or intent method

For a trust created pursuant to a writing, Michigan permits "another writing"
that manifests clear and convincing evidence of the settlor's intent. For an
oral trust, any method may work if supported by that same level of proof.

Section 700.7602 does not expressly identify or exclude a will or codicil. This
survey therefore does not add the categorical nonwill restriction used by some
other states.

Signature, witnesses, notary, and delivery

Section 700.7602(3) states no universal signature, witness, acknowledgment,
notarization, or trustee-delivery rule. The trust method controls its own
requirements; the statutory alternative turns on a qualifying writing or other
method and clear-and-convincing proof.

Notice to a trustee may be prudent and affects the liability protection in
subsection (7), but that does not make receipt or trustee acceptance a universal
validity element.

Capacity standard

Mich. Comp. Laws § 700.7601 makes the capacity required to amend a revocable trust the same as
the capacity required to make a will. The same comparison covers creation,
revocation, adding property, and directing the trustee.

Multiple settlors and contributed property

Community property may be amended only by both spouses acting jointly. For
other property, each settlor may amend the portion attributable to that
settlor's contribution.

Michigan's notice trigger is conditional. After the settlor notifies the trustee
that fewer than all settlors revoked or amended, the trustee must promptly
notify the other settlors. The statute does not make the trustee discover an
undisclosed amendment independently.

Agent, guardian, conservator, and court authority

Mich. Comp. Laws § 700.7602(5)–(7) predates Michigan's current Uniform Power of Attorney Act and
refers to express authority in the trust or durable power. Current MCL
§ 556.301(1)(a), effective July 1, 2024, now says an agent under a power of
attorney may amend an inter vivos trust only when the power expressly grants
authority and no governing agreement or instrument prohibits it, or when the
authority is granted by judicial order. The current provisions must be read
together; trust authorization alone should not be treated as a substitute for
the newer POA gate.

A conservator or plenary guardian faces a different rule. The trust terms must
expressly authorize the action, and the court supervising the conservatorship or
guardianship must approve it (MCL 700.7602(6)).

Effective time, notice, and trustee protection

Michigan declares no one execution or receipt date for every amendment. The
applicable trust method or evidentiary alternative determines when the required
acts are complete.

The conditional co-settlor notice rule appears in subsection (2)(c). Under
subsection (7), a trustee without knowledge of the amendment is protected from
liability to the settlor, successors, and trust beneficiaries for distributions
and other actions taken on the assumption that the old terms remain operative.

What trips people up

• Applying the clear-and-convincing standard to the trust method. It belongs
  to the statutory alternatives, not the substantial-compliance route.
• Adding a nonwill rule. Michigan's text says "another writing" without
  expressly excluding a will or codicil.
• Relying on old agent wording alone. The current 2024 POA act adds express-
  power and nonprohibition requirements unless a court grants authority.
• Inventing trustee delivery. Knowledge changes the safe harbor, but receipt
  is not stated as a universal amendment formality.

Common questions

Must a Michigan amendment be signed or notarized?

Section 700.7602 does not impose a universal signature or notary requirement.
The trust's own method or the need to prove a qualifying writing and clear
intent can make execution evidence critical in a particular case.

When must the trustee notify other settlors?

When the settlor notifies the trustee that fewer than all settlors revoked or
amended, the trustee must promptly notify the others. The statutory duty follows
that notification.

Statutes and sources

• MCL 700.7601–.7602 — capacity, revocability exceptions, methods, co-
  settlors, fiduciary authority, notice, and trustee protection. Official
  Michigan Legislature
  text (accessed
  2026-08-10).
• MCL 556.301(1)(a) — current express POA authority, instrument-
  nonprohibition, and judicial-order route for an inter vivos trust amendment.
  Official Michigan Legislature
  text (accessed
  2026-08-10).