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.  

• 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