Removing a person from a trust.
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Thread: Removing a person from a trust.

  1. #1
    Distinguished Member zukinut's Avatar
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    Removing a person from a trust.

    I am starting to get my ducks aligned to get my first NFA item and I pulled out my trust I got from FL Carry through guntrust.com then looked over it. I noticed that I have a friend who is no longer talking to me (his wife does not like me). I would like to take him off as a Co-Trustee.

    Now I do have anything that is involved with my death or incapacitation left to my wife and daughter. We added him at the time so if he wanted he could take anything to the range I bought.

    I have not used the trust yet. It has not been Notarized yet also. Do I need to contact a lawyer? Or is it just easier to shred this one and start over?
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  2. #2
    Distinguished Member AFJuvat's Avatar
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    I think you you have to get it modified by the lawyer.

    As I recall, he charges $79 to modify a trust.
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  3. #3
    Distinguished Member BrianB's Avatar
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    If it was never executed and all you want to do is remove a trustee from the document, I would expect you could just take the document, retype it (or edit it if it is in electronic form), print a new one, and get it notarized.
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  5. #4
    Distinguished Member TitleIIToyLover's Avatar
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    Quote Originally Posted by BrianB View Post
    If it was never executed and all you want to do is remove a trustee from the document, I would expect you could just take the document, retype it (or edit it if it is in electronic form), print a new one, and get it notarized.
    This ^

    But IANAL.

    Just curious, is the trust you got through FC in an editable electronic format?
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  6. #5
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    If the fee to amend the trust is $79, pay it and get it done professionally. You want to make sure it is done correctly. $79 is peanuts compared to the potential problems you could have if it isn't done correctly.
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  7. #6
    Distinguished Member 7.62Kolectr's Avatar
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    Along with TTTL IANAL but from my research when going down that road you as the main executor of the trust can add or delete trustees anytime you wish. No re-notarizatization is required. And as is normal you do not have to file a copy/new copy with the state.
    Whether you just strike his name out with a black line, write in 'no longer a trustee' and intial it or have to have specific legal mumbo jumbo I do not know? I did my trust a few years ago so forgive me. But that's how I remember?
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  8. #7
    According to what you wrote you do not currently have a valid Trust. You have a Trurst Draft. As previously stated. Just re type it exactly as it is with any changes in persons you want included. Have notorized, get the copies, the pictures and finger prints and send it off or let dealer handle. Your only concern is that a valid legal trust is sent when the time comes. Right now you have nothing so make whatever changes you want.
    Again... Unless you have people that you want to have access to said NFA items without you being present then consider just going the individual route.

  9. #8
    Distinguished Member zukinut's Avatar
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    Quote Originally Posted by TitleIIToyLover View Post
    This ^

    But IANAL.

    Just curious, is the trust you got through FC in an editable electronic format?
    No it is not. I just have the forms I printed out a couple years ago.

    Thanks all.

    I think what I will do is just white out his name and then copy the piece of paper as if it was never there.
    Disclaimer. I use sarcasm

    “Some people are like Slinkies - not really good for anything, but you still can't help but smile when you see one tumble down the stairs.”- Unknown

    "Peace is that brief glorious moment in history when everybody stands around reloading" Thomas Jefferson

    "I stopped worrying about MOA (minute of angle) years ago. Now I just worry about MOD (minute of dead)" courtesy of Riverppig.

    COTEP #673

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