POUR-OVER WILL

POUR-OVER WILL

A Pour-Over Will is a Last Will & Testament that serves as a safety device to capture any assets that are not transferred to or included in a Living Trust.

An important part of creating a Living Trust is that it needs to be “funded,” meaning that your personal assets must be transferred into the Trust document via the Trust document and retitling the assets into the Trust’s name. While “funding” a Living Trust can be an easy process, sometimes assets don’t always make it to the Trust for a variety of reasons. The Pour-Over Will transfer assets left out of the Trust into the Trust so they can be distributed to the deceased person’s heirs. It is a safety device to ensure your assets flow to your intended beneficiaries.

Our office includes a Pour-Over Will with every Living Trust we prepare.

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