phone icon 888.881.1139 M-F: 6am - 7pm PST · Sat & Sun 9am - 1pm PST
Close
icon-search
Menu Toogle menu

Why should I have a pour over will?

  • Checkmark It ensures that all your property will be in your trust at the time of your passing
  • Checkmark Property you did not add to your trust will automatically be transferred to it
  • Checkmark Since your trust will not become public record after your death, the details of who inherits the property transferred through the pour over will remain private

Manage your estate the smart way

Easily create a pour over will tailored to your specific needs.

Present Case

Prevent probate issues

Avoid possible probate issues by making sure all your property is in your living trust.

PoA Options

Keep things simple

A pour over will ensures that all your property is a part of the same living trust.

What our customers are saying

How to create a pour over will in 3 steps

Business Specialist

1

Gather Information

As you complete your pour over will, you will need to provide certain relevant information. This includes your name, date of birth, and address. You will also have the option of providing any information related to your funeral and burial wishes in addition to what state's law will govern your pour over will. 

Man Laptop Questions

2

Answer Key Questions

Use the information you collected to complete your pour over will. We make this easy by guiding you each step of the way and helping you to customize your document to match your specific requirements. As you answer certain questions, the document will adjust to accommodate your needs.

Distribute and Store Questions

3

Review

Always read your document thoroughly to ensure it contains everything you need and is free of errors. In any case, once you finish creating your document, you will be able to alter it as much as you like in Microsoft Word. However, if you do not need to make any changes, you can simply download the PDF version.

icon

Help Guide

Table of contents

A pour over will is a special type of last will that typically works in conjunction with a living trust. It can be a life saver when the grantor of a trust (i.e., the creator of the trust) does not transfer all their property into it and leaves no instructions as to which beneficiaries should receive the excluded property.

View more arrow down

Everything you need for your legal matters, one click away

You'll get a secure personalized dashboard that stores all of your legal forms. Edit, download, and print your documents at any time from any device.

stars
platform safe

Fast & Easy

Quickly create new documents or business services.

platform safe

Safe & Secure

Your documents and information are always kept private.

platform safe

Reliable & Trustworthy

Over 4,000 five star reviews from our customers.

platform safe

Access Anytime

Everything you need, directly from your dashboard.