Someone named in my documents changed their legal name. Do I need to edit the trust?

This change isn’t legally required but is one of our most common edits. Since the individual was accurately identified on the date of the document’s signing, his or her subsequent  name change doesn’t invalidate the individual as a beneficiary/agent. But because updates to the estate planning documents that we prepared are free, let’s get that taken care of. We just need the old name and new name and we can make that change. This change will require that the clients re-sign the updated document. If the client has a valid DP, you don’t need to explain all that, just collect the new name and schedule them for a re-signing in about one to two weeks (confirm this timeline with the Drafter and Attorney). If the client doesn’t have an active DP and is concerned about cost, you can explain the above.