AMENDMENT TO REVOCABLE LIVING TRUST

STATE OF ALABAMA

// GUIDANCE: Alabama's Uniform Trust Code (effective January 1, 2007) governs trusts created or amended on or after that date. For trusts created before that date, review transitional provisions in Section 19-3B-1106.

AMENDMENT NUMBER: [________________________________]

DATE OF THIS AMENDMENT: [__/__/____]

COUNTY: [________________________________], Alabama

ARTICLE I — IDENTIFICATION OF TRUST

This Amendment to Revocable Living Trust ("Amendment") pertains to the following trust:

Name of Trust: [________________________________]

Date of Original Trust Instrument: [__/__/____]

Settlor(s) / Grantor(s): [________________________________]

Original Trustee(s): [________________________________]

Current Acting Trustee(s): [________________________________]

Situs of Trust Administration: [________________________________] County, Alabama

// GUIDANCE: Under Alabama law, the principal place of trust administration is significant for determining jurisdiction. Verify the designated situs and confirm whether the trust specifies Alabama as the governing jurisdiction.

Prior Amendments or Restatements:

ARTICLE II — RECITALS AND AUTHORITY TO AMEND

A. The Settlor established the Trust on the date indicated above as a revocable living trust under the laws of the State of Alabama.

B. The Trust does not contain any provision expressly declaring it to be irrevocable. Accordingly, under Code of Alabama Section 19-3B-602(a), the Settlor retains the power to amend the Trust.

C. Pursuant to Code of Alabama Section 19-3B-602(c), a settlor may amend a revocable trust by substantial compliance with a method provided in the terms of the trust, or, if the terms of the trust do not provide a method or the method provided is not expressly made exclusive, by a later will or codicil that expressly refers to the trust or by any other method manifesting clear and convincing evidence of the settlor's intent. A written revocable trust may only be amended by a later written instrument.

D. The method of amendment provided in the Trust is as follows: [________________________________].

// GUIDANCE: Review the trust instrument carefully to determine whether the amendment method specified therein is made "exclusive." If it is exclusive, only that method may be used. If not exclusive, the statutory alternative methods apply.

E. The Settlor possesses the requisite capacity to execute this Amendment. Under Code of Alabama Section 19-3B-601, the capacity required to amend a revocable trust is the same as that required to make a will under Alabama law.

F. The Settlor executes this Amendment voluntarily and free from duress, undue influence, fraud, or coercion of any kind.

ARTICLE III — AMENDMENTS

The Settlor hereby amends the Trust as follows:

Section 1 — Provisions Deleted and Replaced

// GUIDANCE: Reproduce the exact text of the provision being deleted, then provide the complete replacement text. This "strike and replace" approach minimizes ambiguity and reduces the likelihood of interpretive disputes.

Amendment 1:

Article/Section [________________________________] of the Trust, currently reading as follows:

"[________________________________]"

is hereby DELETED in its entirety and REPLACED with the following provision:

"[________________________________]"

Amendment 2:

Article/Section [________________________________] of the Trust, currently reading as follows:

"[________________________________]"

is hereby DELETED in its entirety and REPLACED with the following provision:

"[________________________________]"

Amendment 3:

Article/Section [________________________________] of the Trust, currently reading as follows:

"[________________________________]"

is hereby DELETED in its entirety and REPLACED with the following provision:

"[________________________________]"

// GUIDANCE: Add additional "delete and replace" amendments as needed.

Section 2 — New Provisions Added

The following provisions are hereby ADDED to the Trust:

Addition 1:

A new Article/Section [________________________________] is hereby added to the Trust, to be inserted immediately after Article/Section [________________________________], reading as follows:

"[________________________________]"

Addition 2:

A new Article/Section [________________________________] is hereby added to the Trust, to be inserted immediately after Article/Section [________________________________], reading as follows:

"[________________________________]"

// GUIDANCE: Add additional new provisions as needed. Be precise about where in the trust document each new provision should be inserted.

Section 3 — Provisions Deleted Without Replacement

The following provisions of the Trust are hereby DELETED in their entirety and shall be of no further force or effect:

Deletion 1:

Article/Section [________________________________] of the Trust, currently reading as follows:

"[________________________________]"

is hereby DELETED in its entirety without replacement.

Deletion 2:

Article/Section [________________________________] of the Trust, currently reading as follows:

"[________________________________]"

is hereby DELETED in its entirety without replacement.

// GUIDANCE: When deleting provisions, consider whether remaining provisions require renumbering or cross-reference corrections.

ARTICLE IV — CONFIRMATION OF UNAMENDED PROVISIONS

Except as expressly amended hereby, all terms, conditions, provisions, and covenants of the Trust, including all prior amendments and restatements thereto, shall remain unchanged and in full force and effect. This Amendment shall be read and construed together with the original Trust instrument and all prior amendments thereto as one integrated document.

In the event of any conflict or inconsistency between the provisions of this Amendment and the provisions of the Trust or any prior amendments thereto, the provisions of this Amendment shall govern and control.

All references in the Trust to "this Trust," "this Trust Agreement," "the Trust," or words of similar import shall be deemed to refer to the Trust as modified by this Amendment and all prior amendments and restatements.

ARTICLE V — GOVERNING LAW AND JURISDICTION

This Amendment shall be governed by, construed under, and enforced in accordance with the laws of the State of Alabama, specifically the Alabama Uniform Trust Code, Code of Alabama, Title 19, Chapter 3B. The courts of [________________________________] County, Alabama, shall have jurisdiction over any disputes arising under or related to this Amendment.

// GUIDANCE: Confirm that the trust's situs remains in Alabama. If the settlor has relocated or if trust assets are primarily in another state, consider whether a change of situs is appropriate.

ARTICLE VI — SEVERABILITY

Should any provision of this Amendment be adjudged invalid, illegal, or unenforceable by any court of competent jurisdiction within the State of Alabama, such adjudication shall not affect the validity, legality, or enforceability of the remaining provisions of this Amendment or of the Trust. The invalid, illegal, or unenforceable provision shall be severed, and the remaining provisions shall be interpreted and enforced to effectuate the Settlor's intent to the maximum extent permitted by Alabama law.

ARTICLE VII — WRITTEN INSTRUMENT REQUIREMENT

This Amendment constitutes a "later written instrument" within the meaning of Code of Alabama Section 19-3B-602(c), and is delivered to the Trustee as required thereunder. The Settlor acknowledges that oral modifications to a written revocable trust are not valid under Alabama law.

ARTICLE VIII — AGENT OR CONSERVATOR PROVISIONS

// GUIDANCE: Under Section 19-3B-602(e), an agent under a power of attorney may exercise amendment powers only to the extent expressly authorized by the trust or the power of attorney. Under Section 19-3B-602(f), a conservator may exercise amendment powers only with court approval.

☐ This Amendment is executed by the Settlor personally.

☐ This Amendment is executed by the Settlor's agent under a duly executed power of attorney that expressly authorizes amendment of this Trust. Article/Section [________________________________] of the Trust expressly permits amendment by an agent. A copy of the relevant power of attorney is attached as Exhibit [________________________________].

☐ This Amendment is executed by the Settlor's conservator with court approval. A certified copy of the court order authorizing this Amendment is attached as Exhibit [________________________________].

ARTICLE IX — EXECUTION

IN WITNESS WHEREOF, the Settlor has executed this Amendment to the Revocable Living Trust on the date first written above, in the State of Alabama, County of [________________________________].

Settlor

Signature: _______________________________________________

Printed Name: [________________________________]

Date: [__/__/____]

NOTARIZATION

// GUIDANCE: Alabama requires notarization of trust instruments. Ensure the notary is commissioned in the State of Alabama and that the commission has not expired. The settlor must appear before the notary in person.

STATE OF ALABAMA

COUNTY OF [________________________________]

I, the undersigned Notary Public in and for said County and State, hereby certify that [________________________________], whose name is signed to the foregoing instrument, and who is known to me (or who has produced [________________________________] as identification), appeared before me this day and acknowledged before me that, being informed of the contents of said instrument, he/she executed the same voluntarily on the day the same bears date.

Given under my hand and notarial seal this [__/__/____].

Notary Signature: _______________________________________________

Printed Name of Notary: [________________________________]

My Commission Expires: [__/__/____]

Notary Public, State of Alabama

[NOTARY SEAL]

TRUSTEE ACKNOWLEDGMENT AND ACCEPTANCE

The undersigned Trustee(s) hereby acknowledge(s):

1. Receipt of this Amendment on the date indicated below, satisfying the delivery requirement of Code of Alabama Section 19-3B-602(c);
2. Understanding of the changes made by this Amendment; and
3. Agreement to administer the Trust in accordance with this Amendment and all existing trust provisions not modified hereby.

Trustee 1:

Signature: _______________________________________________

Printed Name: [________________________________]

Date of Receipt: [__/__/____]

Trustee 2 (if applicable):

Signature: _______________________________________________

Printed Name: [________________________________]

Date of Receipt: [__/__/____]

SCHEDULE A — CUMULATIVE RECORD OF TRUST AMENDMENTS

// GUIDANCE: This cumulative schedule should be updated each time the trust is amended. It provides a comprehensive record that aids trustees and successor trustees in understanding the full history of modifications.

SCHEDULE B — AFFECTED TRUST ASSETS (IF APPLICABLE)

// GUIDANCE: If this amendment changes provisions relating to specific trust assets, list the affected assets below. For Alabama real property, consider whether an amended deed or memorandum of trust should be recorded with the Judge of Probate in the county where the property is located.

This Amendment consists of [________________________________] pages, including all schedules and exhibits.

End of Alabama Trust Amendment