Trust Amendment or Restatement — Review and Redline
A close review and redline of the other side's Trust Amendment or Restatement, the document that updates a trust without creating conflicts between the original instrument and the change.
You get a redline, a short issues memo ranking the problems, and recommended alternative language for each one. You receive a marked-up document plus a ranked issues memo that separates what must change from what is merely preference.
Frequently asked questions
The fee covers a full read of the counterparty's document against your position, a tracked-changes redline you can send back, and a ranked issues memo separating deal-breakers from trade material. It is fixed at this scope: one trust. 1 round of revisions are included. If your matter falls outside that scope we tell you before starting and quote the difference — we do not bill past a flat fee without agreeing it first.
3 to 5 business days from a complete set of instructions, plus time for the 1 round of revisions included in the fee. If you are working to a court deadline or a closing date, tell us when you order and we will confirm in writing whether we can meet it before you commit.
$900 is $325/hour × 2.75 hours — the time this deliverable takes in an ordinary estate planning matter, at the firm's standard rate. Because it is a flat fee, the risk of the work running long sits with the firm: you pay $900 whether it takes us the estimate or twice it.
Third-party costs are never inside a flat fee and are passed through at cost, never marked up: court and agency filing fees, court reporter and transcript charges, expert witness fees, search vendor and e-discovery hosting charges, process server fees, and travel.
What your business does, and who its users or customers are, the systems, vendors, and data flows the document has to describe accurately, any existing version, and what prompted this one, and any regulator, platform, or contract requirement you are working to. Send what you have — if something is missing we will tell you what else we need before the turnaround clock starts.
Clients also order
Other Estate Planning work MC Law prepares on a flat fee.
Digital Asset and Online Account Estate Plan (Short Form)
A streamlined Digital Asset and Online Account Estate Plan that gives a fiduciary the legal authority and practical access to handle online accounts and digital property, focused on the terms that carry the risk.
Trust Amendment or Restatement (Short Form)
A short-form Trust Amendment or Restatement that updates a trust without creating conflicts between the original instrument and the change, written for speed without leaving the important terms out.
Codicil to a Will
A Codicil to a Will that makes a discrete change to a will with the same execution formalities the will itself required.
Last Will and Testament — Review and Redline
A review and redline of a counterparty's Last Will and Testament, the agreement that directs who receives what, names a personal representative, and appoints guardians for minor children.