$499.00 USD

SERVICE AGREEMENT

Trust Amendments

This Service Agreement ("Agreement") is made and entered into as of the date of purchase by and between:

  • Service Provider: Frontier Capital Trust, a private trust services firm, hereinafter referred to as “Service Provider.”
  • Client: The individual or entity purchasing the Trust Amendments service, hereinafter referred to as “Client.”

1. Scope of Services

Service Provider agrees to provide the following services as part of the Trust Amendments service:

  • Review of the existing trust document to assess necessary modifications.
  • Consultation on requested amendments, including adding or removing beneficiaries, modifying trustee roles, updating specific clauses, or refining distribution schedules.
  • Ensuring that all amendments maintain trust integrity, compliance, and enforceability under applicable trust law.
  • Guidance on how to properly execute and formalize amendments to prevent conflicts with existing trust provisions.
  • One 30-minute consultation session via [platform name, e.g., Zoom, Kajabi, etc.] to discuss amendment logistics and provide necessary recommendations.

This service does not include legal representation, tax advisory services, or formal trust document drafting. Clients are advised to consult a licensed attorney for finalizing and executing any amendments.

This service is priced per amendment, meaning each individual modification to the trust requires a separate service fee.

2. Fees and Payment

Client agrees to pay the full service fee of $499 per amendment at the time of booking. Payment is non-refundable except as outlined in the Cancellation Policy below.

3. Client Responsibilities

Client acknowledges and agrees to:

  • Provide accurate and complete information regarding the requested amendments.
  • Attend the scheduled session at the agreed-upon time and actively participate in the discussion.
  • Understand that this service provides strategic guidance only and does not constitute legal, tax, or financial advice.
  • Retain a licensed attorney or legal professional to draft, execute, and finalize trust amendments.

Before the session, the Client must provide:

  • A copy of the existing trust document in PDF or Word format.
  • Any previous trust amendments that may impact the requested changes.
  • A detailed list of modifications to be made, including changes to beneficiaries, trustees, distribution schedules, or other provisions.
  • Any supporting documentation relevant to the amendment, such as estate planning documents, financial records, or legal agreements.
  • A list of concerns or specific questions regarding the impact of the amendment on trust compliance, tax considerations, or estate planning objectives.

Failure to provide these documents at least 24 hours before the session may result in a limited consultation or rescheduling at the discretion of the Service Provider.

4. Rescheduling and Cancellation Policy

  • Rescheduling requests must be made at least 24 hours in advance of the scheduled consultation.
  • Cancellations made more than 48 hours before the session may be eligible for a partial refund, at the sole discretion of Frontier Capital Trust.
  • Cancellations made less than 48 hours before the session are non-refundable.

5. No Legal, Tax, or Financial Advice

Frontier Capital Trust is not a law firm, CPA firm, or financial advisory firm. This consultation provides strategic insights into trust amendments but does not constitute formal legal, tax, or financial advice.

Client acknowledges that all recommendations are for informational purposes only, and it is their responsibility to consult with a licensed attorney, tax professional, or estate planning specialist before implementing any suggested changes.

6. Confidentiality

Both parties agree to maintain the confidentiality of any proprietary, personal, or sensitive information shared during the consultation. However, no attorney-client privilege is established through this session.

7. Limitation of Liability

Frontier Capital Trust shall not be held liable for any decisions, financial outcomes, or legal actions taken by the Client based on the consultation. The Client assumes full responsibility for implementing any strategies discussed.

8. Governing Law

This Agreement shall be governed and interpreted under the laws of the State of [Insert State]. Any disputes arising from this Agreement shall first be attempted to be resolved through mediation before legal action is pursued.

9. Acknowledgment and Agreement

By purchasing this consultation, the Client acknowledges that they have read, understood, and agree to the terms of this Agreement.

Service Provider: Frontier Capital Trust
Client: [Client’s Name]
Date: [Date of Purchase]

This Agreement is legally binding upon acceptance and payment.

Trust Amendments

Trust Amendments 

Updating your trust is essential to ensure it continues to reflect your wishes, protects your assets, and remains legally compliant with current estate planning goals. This 30-minute consultation will help you determine the necessary amendments and provide strategic guidance on how to implement them while maintaining the integrity and enforceability of your trust.

What’s Covered in the Session:

  • Review of the existing trust document to assess the areas requiring modification.
  • Discussion of the requested amendment(s) to determine the best way to structure the changes.
  • Adding or removing beneficiaries while ensuring proper legal documentation and alignment with trust distribution plans.
  • Modifying trustee roles and responsibilities, including succession planning and adjustments to trustee authority.
  • Updating specific trust clauses to reflect major life changes, such as marriage, divorce, birth of a child, financial shifts, or changes in asset ownership.
  • Refining beneficiary distribution schedules to adjust payout timelines, conditions, or allocations.
  • Ensuring that all amendments comply with trust law, tax considerations, and estate planning principles.
  • Guidance on executing the amendment properly to ensure the changes are legally binding and enforceable.

Why This Session is Important

Making changes to a trust must be done carefully to ensure that amendments do not invalidate existing provisions or create conflicts with the original trust intent. This consultation will provide a clear action plan for amending your trust while preserving its legal enforceability and strategic effectiveness.

Book your session today to ensure your trust remains up to date and aligned with your estate planning goals.