Beginning Information

This pour over will form is for a single, divorced, or widowed person, with or without children.

This type of form is used with a revocable living trust (RLT). With an RLT, you still need a will, to appoint an executor, to appoint a guardian for any minor children, and to pour over to your RLT any assets that were not previously transferred into the RLT during your lifetime.

For example, you may forget to transfer some assets, or you may acquire additional assets after signing your RLT. If you already have an old will, it is strongly recommended that you destroy all copies of it and execute the new pour-over will included.

The failure to do so may result in later confusion, inconsistency, and less funding of your trust than may otherwise have occurred.

Before starting this form, make sure you already have your living trust completed. You can do this by Clicking Here

Family Information

I have the following children, biological or adopted, and all references to a “child” or “children” in this Will refer to one or all of these children, as context may require (or write “None”):

Appointment of Executor

Here you will appoint the executor of your will, and select a person to serve as alternate executor. The executor can be a beneficiary.

The executor is the person who will manage the distribution of your estate, which, with an RLT, will primarily entail making sure that any real and personal property that was not already in the RLT is transferred to the RLT at your death, where it will be disposed of.

No property should pass to beneficiaries directly from the will. In most instances, you will select the same person as executor that you selected as successor trustee of your RLT, above.

Pour Over to Revocable Living Trust