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
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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!