Skip to main content
Skip to explanation
A.R.S. § 14-10602

Revoke or Amend a Revocable Trust

Verified April 4, 202657th Legislature, 1st Regular Session

Unless a trust document says it is irrevocable, the person who created it can revoke or amend it at any time. The law provides specific methods for making changes. It also addresses what happens when more than one person created the trust together.

Title 14, ARIZONA TRUST CODE

azleg.gov

The Default Rule Favors Flexibility

One of the most important features of a revocable living trust is the ability to change it. The law presumes that an existing trust can be revoked or amended unless the trust document itself says otherwise. If the word "irrevocable" does not appear in the original trust, the settlor retains full control.

Unless the terms of a trust expressly provide that the trust is irrevocable, a settlor may revoke or amend the trust subject to any limitations prescribed in the terms of the trust.

A.R.S. § 14-10602(A)

Revocation can happen in several ways. The settlor can follow the method described in the trust itself. They can also use a later will or codicil that references the trust. Any signed writing that shows clear intent is enough. To avoid confusion, it is best to follow the method your trust administration plan already describes. The original trust does not need to be physically destroyed to be revoked.

When Spouses Create a Joint Trust

Joint trusts are common among married couples. This statute draws an important line between community property and separate property within the trust. Either spouse can revoke the existing trust as to their share of community property. However, amending it requires both spouses to act together. These legal requirements protect both parties.

To the extent the trust consists of community property, the trust may be revoked by either spouse acting alone as to that spouse's share of the community property but may be amended only by joint action of both spouses.

A.R.S. § 14-10602(B)(1)

An agent under a power of attorney can also exercise these powers, but only if the trust terms or the power of attorney document expressly authorize it. This is a critical detail for incapacity planning. If neither document grants that authority, a court-supervised conservator or guardian may need to step in.

For any family member serving as agent or successor trustee, understanding these trust laws matters. Knowing the right steps to amend or revoke the trust prevents costly mistakes. An experienced estate planning attorney can help make sure changes are done correctly and meet all legal requirements.

Keeping your trust up to date is one of the most important things you can do. Life changes such as marriage, divorce, births, and deaths all affect how your trust should be structured. Reviewing your existing trust every few years with a qualified professional helps ensure it still reflects your wishes.

A. Unless the terms of a trust expressly provide that the trust is irrevocable, a settlor may revoke or amend the trust subject to any limitations prescribed in the terms of the trust. B. If a revocable trust is created or funded by more than one settlor: 1. To the extent the trust consists of community property, the trust may be revoked by either spouse acting alone as to that spouse's share of the community property but may be amended only by joint action of both spouses. 2. To the extent the trust consists of property other than community property, each settlor may revoke or amend the trust with regard the portion of the trust property attributable to that settlor's contribution. C. The settlor may revoke or amend a revocable trust either: 1. By substantial compliance with a method provided in the terms of the trust. 2. If the terms of the trust do not provide a method or the method provided in the terms is not expressly made exclusive, by either: (a) A later will or codicil that expressly refers to the trust or specifically devises property that would otherwise have passed according to the terms of the trust. (b) Any other writing signed by the settlor manifesting clear and convincing evidence of the settlor's intent. D. On revocation of a revocable trust, the trustee shall deliver the trust property as the settlor directs. E. A settlor's powers with respect to revocation, amendment or distribution of trust property may be exercised by an agent under a power of attorney only to the extent expressly authorized by the terms of the trust or, if the terms of the trust do not prohibit an agent from exercising powers on behalf of the settlor, to the extent expressly authorized under the power of attorney. If an agent is not so authorized and the terms of the trust do not prohibit a conservator from exercising powers on behalf of a settlor, a settlor's power to revoke, amend or distribute may be exercised by the settl...

This page provides general legal information about Arizona statutes and is not legal advice. For guidance on how this law applies to your situation, speak with a qualified attorney.

Get Started Today

Need Help With Your Estate Plan?

Whether you are just getting started or reviewing an existing plan, RJP Estate Planning works hand in hand with experienced estate planning counsel to help you understand your options.

(480) 346-3570