Pour Over Will
Estate Planning
A pour over will typically works in conjunction with a living trust by naming it as the beneficiary of any property it does not already hold.
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About This Form
A Pour Over Will is a legal document designed to ensure that any assets not already included in a living trust are transferred to the trust upon the individual's death. This type of will acts as a safety net, capturing any assets that were not transferred to the trust during the individual's lifetime. It simplifies the estate planning process by consolidating assets under a single trust, ensuring they are distributed according to the trust's terms. The Pour Over Will is particularly useful for individuals who have established a living trust but want to ensure that all their assets are managed and distributed according to their wishes.
When to Use This Form
- When you have a living trust and want to ensure all assets are included
- If you want to simplify the distribution of your estate
- To avoid probate for assets not already in the trust
- When updating your estate planning documents
- If you acquire new assets that are not yet in the trust
Key Features
- Transfers remaining assets to a living trust upon death
- Ensures comprehensive estate planning
- Simplifies asset management and distribution
- Acts as a safety net for assets not included in the trust
- Can reduce the need for probate for certain assets
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