“Information Bits from the Boss: Samantha provides brief answers to clients frequently asked questions”
What if I have a pour-over will?
We see that a lot with clients who actually have done a revocable living trust or trying to avoid probate. A pour-over will states that at the decedent’s death, the executor shall distribute the assets to a trust the decedent created during his or her life. If a client transfers assets to the trust during his or her life, at death, the decedent’s estate does not need to be probated to transfer those assets already owned by the trust. If you have a pour-over will or if you have questions about your estate planning document and have questions, please reach out to our office.