Pour Over Will: Templates & Samples

Pour Over Will: Templates & More

Directs all remaining assets into a previously established living trust upon the death of the maker of the will.

Also known as:

Basic Pour Over Will

This is a standard pour over will.

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Pour Over Will

This pour-over will is a long-form and comprehensive type of estate planning document that works in conjunction with a trust. It specifies that any assets not already placed in a trust at the time of the individual's death will be "poured over" into the trust upon their death. This process ensures that these assets are distributed according to the terms of the trust, rather than under the potentially less favorable terms of the will or state intestacy laws.

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What is a Pour Over Will

Pour Over Will versus Regular Will - YouTube

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Author

Courtney M. Prado, Esq.

Attorney Courtney graduated from the University of California at Davis with a bachelor’s degree in Sociology with an emphasis in the intersection between law and society. She went on to graduate with honors from Chicago-Kent College of Law in 2021 as a Diversity Scholarship Foundation award recipient and as a board member of the Disability Advocacy Law Student Association. She worked for Chicago-Kent’s in-house legal clinic in the civil litigation department throughout law school and she holds a specialty certification in Litigation and Alternative Dispute Resolution in addition to being a certified mediator for the court systems in Illinois. Along with mediating, Courtney maintains a business as a solo freelance attorney providing litigation, research, strategy, and drafting services to lawyers around the country.

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Basic Pour Over Will

Looking for related documents?

Personal Property Memorandum

Lists and describes all of the personal property that is being left by the deceased Link