Because your estate plan will be based on a trust, we create a will—called a Pour Over Will—that is only designed to cover property inadvertently left out of the trust. This includes unlikely events, such as an unexpected inheritance not yet added to the trust at the time of your death.
As the name suggests, a Pour-over Will directs items left out of the trust to be “poured over” into the trust at your death. While a Pour-over Will may never be used, it is a good document to have in place as a safety net. At Legacy Trust & Wills, we believe it is an important component of a comprehensive trust and wills plan.