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Can I restate a joint trust as two individual trusts?

The platform supports joint revocable trusts and individual revocable trusts as two separate starting points, but converting one into the other via restatement is a structurally meaningful change rather than a simple edit.

In most cases, consider creating a new individual revocable trust and coordinating with our attorney network on how the prior joint trust is wound down. If the joint trust has already been funded, the restatement-to-individual implicates asset re-titling and potentially gift-tax consequences that should be reviewed by an attorney.

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