My son is sole beneficiary. I have designated beneficiaries stated in my trust should my son pass before me. I want to change those beneficiaries and percentages. Can I do this myself with an amendment to trust?
Assuming it was drafted even half-decently, your trust should state in it what you need to do to amend it. And yes, legally speaking, as long as you follow the requirements you can amend your trust yourself. But doing so is likely a very, very, very, very, very, very bad idea. Please do your desired beneficiaries a huge favor, find a good, experienced, estate planning attorney, and have the attorney help you make any changes that are needed or desired. It is so easy to overlook or mess up important details if you don't know what you're doing.
Best wishes to you.
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