District of Columbia Trust Amendment

AMENDMENT TO REVOCABLE LIVING TRUST

DISTRICT OF COLUMBIA

AMENDMENT NUMBER: [________________________________]

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

ARTICLE I — IDENTIFICATION OF ORIGINAL TRUST

This document constitutes an amendment (the "Amendment") to that certain revocable living trust known as:

Trust Name: [________________________________]

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

Trust Identification Number (if any): [________________________________]

Prior Amendments (if any):

The Original Trust, together with all prior amendments listed above, is hereinafter referred to collectively as the "Trust Agreement."

ARTICLE II — IDENTIFICATION OF PARTIES

Settlor(s) / Grantor(s):

Name: [________________________________]

Address: [________________________________]

Date of Birth: [__/__/____]

Co-Settlor (if applicable):

Name: [________________________________]

Address: [________________________________]

Date of Birth: [__/__/____]

Current Trustee(s):

Name: [________________________________]

Address: [________________________________]

ARTICLE III — RECITALS AND AUTHORITY TO AMEND

WHEREAS, the Settlor established the Trust Agreement on [__/__/____], a revocable living trust governed by the laws of the District of Columbia;

WHEREAS, under the Trust Agreement and applicable District of Columbia law, the Settlor retains authority to amend the trust;

WHEREAS, the Trust Agreement does not contain provisions expressly declaring the trust irrevocable, and the Settlor retains full authority to amend the Trust Agreement;

WHEREAS, the Settlor is amending the Trust Agreement by the following method authorized under D.C. Code § 19-1306.02(c):

☐ Substantial compliance with the method provided in Article [________________________________] of the Trust Agreement

☐ Written instrument signed and delivered to the Trustee, manifesting clear and convincing evidence of the Settlor's intent to amend

☐ Other method: [________________________________]

WHEREAS, the Settlor has the requisite capacity to execute this Amendment, being of sound mind and acting voluntarily and without undue influence, duress, or coercion, and possessing at minimum the capacity required to make a will under the laws of the District of Columbia, as prescribed by D.C. Code § 19-1306.01;

WHEREAS, the Settlor desires to amend certain provisions of the Trust Agreement as set forth herein, without revoking the Trust Agreement in its entirety;

NOW, THEREFORE, the Settlor hereby amends the Trust Agreement as follows:

ARTICLE IV — SPECIFIC AMENDMENTS

Amendment 1: [DELETE AND REPLACE / ADD / DELETE]

Section Affected: Article [________________________________], Section [________________________________] of the Trust Agreement.

Type of Amendment:

☐ Delete and Replace — The following existing language:

"[________________________________]"

is hereby deleted in its entirety and replaced with the following:

"[________________________________]"

☐ Add — The following new provision is hereby added as Section [________________________________]:

"[________________________________]"

☐ Delete — The following existing language in Section [________________________________] is hereby deleted in its entirety without replacement:

"[________________________________]"

Reason for Amendment: [________________________________]

Amendment 2: [DELETE AND REPLACE / ADD / DELETE]

Section Affected: Article [________________________________], Section [________________________________] of the Trust Agreement.

Type of Amendment:

☐ Delete and Replace — The following existing language:

"[________________________________]"

is hereby deleted in its entirety and replaced with the following:

"[________________________________]"

☐ Add — The following new provision is hereby added as Section [________________________________]:

"[________________________________]"

☐ Delete — The following existing language in Section [________________________________] is hereby deleted in its entirety without replacement:

"[________________________________]"

Reason for Amendment: [________________________________]

Amendment 3: [DELETE AND REPLACE / ADD / DELETE]

Section Affected: Article [________________________________], Section [________________________________] of the Trust Agreement.

Type of Amendment:

☐ Delete and Replace — The following existing language:

"[________________________________]"

is hereby deleted in its entirety and replaced with the following:

"[________________________________]"

☐ Add — The following new provision is hereby added as Section [________________________________]:

"[________________________________]"

☐ Delete — The following existing language in Section [________________________________] is hereby deleted in its entirety without replacement:

"[________________________________]"

Reason for Amendment: [________________________________]

ARTICLE V — CONFIRMATION OF UNAMENDED PROVISIONS

Except as specifically modified by this Amendment, all terms, conditions, and provisions of the Trust Agreement, including all prior amendments thereto, shall remain in full force and effect and are hereby ratified and confirmed. In the event of any conflict between the provisions of this Amendment and the provisions of the Trust Agreement as previously constituted, the provisions of this Amendment shall control and take precedence.

ARTICLE VI — GOVERNING LAW

This Amendment shall be governed by, construed, and enforced in accordance with the laws of the District of Columbia, including but not limited to the District of Columbia Uniform Trust Code, D.C. Code §§ 19-1301.01 through 19-1311.03, as amended from time to time.

ARTICLE VII — SEVERABILITY

If any provision of this Amendment is held to be invalid, illegal, or unenforceable by a court of competent jurisdiction in the District of Columbia, such invalidity, illegality, or unenforceability shall not affect any other provision of this Amendment or the Trust Agreement. The remaining provisions shall continue in full force and effect as if the invalid, illegal, or unenforceable provision had never been included.

ARTICLE VIII — CONSTRUCTION AND INTERPRETATION

This Amendment shall be interpreted in a manner consistent with the Settlor's intent as expressed herein and in the Trust Agreement. Terms used in this Amendment shall have the same meanings assigned to them in the Trust Agreement unless otherwise defined herein.

ARTICLE IX — NOTICE TO TRUSTEE

The Settlor shall deliver a copy of this Amendment to all currently serving Trustees. Acknowledgment of receipt by the Trustee(s) is set forth below; however, the effectiveness of this Amendment is not conditioned upon such acknowledgment.

ARTICLE X — AGENT AND CONSERVATOR PROVISIONS

If this Amendment is being executed by an agent acting under a valid power of attorney on behalf of the Settlor, the agent represents and warrants that amendment is expressly authorized under D.C. Code § 19-1306.02(e) by:

☐ The terms of the Trust Agreement, Article [____________]; or

☐ The power of attorney dated [__/__/____], provision [____________].

The agent is acting within the scope of the checked authorization.

If this Amendment is being executed by a conservator of the Settlor, or by a guardian when no conservator has been appointed, that fiduciary represents that the court supervising the conservatorship or guardianship approved this Amendment on [__/__/____], Case No. [____________], under D.C. Code § 19-1306.02(f).

ARTICLE XI — EXECUTION

IN WITNESS WHEREOF, the Settlor has executed this Amendment to the Trust Agreement on the date first written above, in the District of Columbia.

Settlor Signature

Signature: ___________________________________________

Printed Name: [________________________________]

Date: [__/__/____]

Co-Settlor Signature (if applicable)

Signature: ___________________________________________

Printed Name: [________________________________]

Date: [__/__/____]

WITNESS ATTESTATION

We, the undersigned witnesses, each being at least eighteen (18) years of age and of sound mind, hereby declare that the Settlor, whose name is signed above, signed this Amendment in our presence, and that the Settlor appeared to be of sound mind and acting voluntarily and free from undue influence, duress, or coercion.

Witness 1:

Signature: ___________________________________________

Printed Name: [________________________________]

Address: [________________________________]

Date: [__/__/____]

Witness 2:

Signature: ___________________________________________

Printed Name: [________________________________]

Address: [________________________________]

Date: [__/__/____]

NOTARY ACKNOWLEDGMENT

DISTRICT OF COLUMBIA

Before me, the undersigned notary public, on this [__/__/____], personally appeared [________________________________], known to me (or proved to me on the basis of satisfactory evidence) to be the person(s) whose name(s) is/are subscribed to the within instrument, and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument, the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

WITNESS my hand and official seal.

Notary Public Signature: ___________________________________________

Printed Name: [________________________________]

My Commission Expires: [__/__/____]

Commission Number: [________________________________]

[NOTARY SEAL]

TRUSTEE ACKNOWLEDGMENT OF RECEIPT

The undersigned Trustee(s) hereby acknowledge receipt of this Amendment to the Trust Agreement and agree to administer the Trust in accordance with its terms as amended herein.

Trustee:

Signature: ___________________________________________

Printed Name: [________________________________]

Date: [__/__/____]

Co-Trustee (if applicable):

Signature: ___________________________________________

Printed Name: [________________________________]

Date: [__/__/____]

SCHEDULE A — RECORD OF AMENDMENTS TO TRUST AGREEMENT

SCHEDULE B — CHECKLIST FOR ATTORNEY REVIEW

☐ Confirmed that the trust is revocable and governed by D.C. law

☐ Confirmed settlor capacity under D.C. Code § 19-1306.01

☐ Reviewed original trust instrument for exclusive amendment methods

☐ Verified consistency of amendment with D.C. Code § 19-1306.02(c) methods

☐ If multiple settlors, confirmed proper authority under D.C. Code § 19-1306.02(b)

☐ If agent executing, confirmed express authorization in the trust terms or power of attorney under D.C. Code § 19-1306.02(e)

☐ If conservator/guardian executing, confirmed court approval per D.C. Code § 19-1306.02(f)

☐ Confirmed amendment does not inadvertently revoke the entire trust

☐ Reviewed for potential tax implications of amendments

☐ Confirmed delivery to all currently serving Trustees

☐ Reviewed for compliance with any Notice of Revocable Trust filed with the D.C. Superior Court Register of Wills

☐ Filed updated Notice of Revocable Trust if required under D.C. probate rules

END OF DISTRICT OF COLUMBIA TRUST AMENDMENT