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About Pour Over Wills

A Pour Over Will is a legal document that works in conjunction with a trust to ensure any remaining assets will automatically transfer to a previously established trust after your passing. This is included in our Living Trust Package to ensure all of your assets are properly distributed to your beneficiaries.  

What’s Included In A Pour Over Will?

Pour Over Wills include small assets such as cars and smaller bank accounts.

  • Assets:  Each state has its own specific limitation and will be discussed at consultation.
  • Funding the trust – Larger financial accounts and properties
  • Life insurance and qualified accounts – They do not trigger probate but are referenced in schedule so Successor Trustee are aware they exist. 
  • Also includes guardianship of a minor
healthcare professional with older patient

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Do you have questions about how to prepare for your future? Are you ready to get started? Our team is ready to help. Schedule your consultation today!