Complete Guide to Pour-Over Wills in Olivet
A pour-over will is an important estate planning document for Olivet residents who have created a trust but want a safety net to ensure any assets not placed into that trust during life will transfer into it at death. This page explains how pour-over wills work, why they are commonly paired with revocable living trusts, and what families in Hardin County should consider when deciding whether a pour-over will fits their overall plan. Contact Jay Johnson Law Firm in Hendersonville for local guidance and to arrange a consultation for your specific situation.
Choosing a pour-over will as part of an estate plan creates a clear path for assets that might otherwise pass through probate without direction. For many in Olivet, the pour-over will complements other planning tools by catching assets that were unintentionally omitted from a trust, providing a method to transfer them into the trust at probate. This approach helps preserve intent and reduces uncertainty for heirs. If you are updating an existing trust or creating a plan for the first time, consider how a pour-over will can work with your overall goals and family circumstances.
Why a Pour-Over Will Can Be Beneficial
A pour-over will provides an essential safety net for people who use trusts to manage assets and protect family interests. It ensures assets not previously transferred into a trust during the grantor’s life are directed into that trust after death. This reduces ambiguity about intent and can simplify administration by consolidating assets under the trust’s terms. For families in Olivet and elsewhere in Tennessee, the pour-over will creates continuity with the trust plan and helps trustees and loved ones follow the decedent’s wishes without needing ad hoc distributions or uncertain interpretations of informal documents.
About Jay Johnson Law Firm and Its Approach
Jay Johnson Law Firm serves clients in Hardin County and across Tennessee with a focus on practical, understandable estate planning and probate services. The firm assists families in creating pour-over wills and trust structures that coordinate smoothly, prioritizing clear documents and straightforward processes. The team emphasizes careful information gathering, client-centered communication, and thorough review of existing documents to identify gaps that a pour-over will can address. Our attorneys work to make the transition of assets after death predictable and aligned with the client’s overall estate plan and family needs.
Understanding Pour-Over Wills and How They Work
A pour-over will is designed to collect property not already titled in a trust and direct those assets to the trust after the testator’s death. It functions alongside a trust and typically names an executor to handle probate matters and direct remaining assets to the trustee. While the trust governs assets already transferred into it, the pour-over will captures anything inadvertently left out, preserving the grantor’s overall plan. It’s a practical tool for individuals who wish to keep centralized control through a trust while retaining the simplicity of a will-based backstop for untransferred property.
Although a pour-over will funnels assets to a trust, those assets still generally must pass through probate before being transferred to the trust, depending on the type and value of assets involved. This procedure provides a formal legal mechanism to identify, clear title, and move property into the trust, ensuring heirs and trustees have a documented path forward. For Olivet residents, reviewing asset ownership and beneficiary designations regularly helps minimize the assets that must be handled through a pour-over will and reduces administrative steps for survivors.
Definition and Practical Explanation of a Pour-Over Will
A pour-over will is a testamentary document that directs any assets not already placed into a living trust to be transferred into that trust upon the creator’s death. It resembles an ordinary will but has the specific purpose of preserving the trust as the primary vehicle for distributing assets. The will typically names an executor to manage probate and instructs the court to transfer remaining property to the trust. This arrangement supports a comprehensive plan by keeping most instructions within the trust while using the will as a safety mechanism for overlooked property.
Key Elements and Processes Involving Pour-Over Wills
Important components of a pour-over will include clear identification of the trust receiving the assets, appointment of an executor, and instructions for how personal property and residuary estate items should be handled. The process often begins with an inventory of the decedent’s assets, probate proceedings to validate the will, and transfer of titled assets into the named trust. Trustees then administer those assets under trust terms. Proper coordination between trust and will documents minimizes disputes and eases administration for families and fiduciaries in Hardin County.
Key Terms and Glossary for Pour-Over Wills
Understanding common terms related to pour-over wills helps families make informed choices. Terms such as pour-over will, revocable living trust, executor, trustee, probate, intestacy, and residuary estate are frequently used during planning and after a death. Familiarity with these concepts clarifies what to expect during probate and trust administration, and how documents interact. For people in Olivet, learning these terms supports clearer communication with an attorney and helps ensure that documents align with personal goals for asset management and distribution.
Pour-Over Will
A pour-over will is a testamentary instrument that directs any assets not previously moved into a trust to be transferred into that trust after death. It functions as a fallback to gather stray assets, ensuring they are administered according to the trust’s instructions. While the pour-over will preserves the grantor’s intent, property subject to it may still need probate to clear title and allow transfer to the trustee. The pour-over will is most effective when used with a properly titled and funded revocable living trust.
Revocable Living Trust
A revocable living trust is a legal arrangement that holds assets for the benefit of beneficiaries while allowing the grantor to maintain control during life. Unlike a pour-over will, assets placed into a revocable living trust generally avoid probate, and the trustee manages or distributes assets per the trust terms upon incapacity or death. When paired with a pour-over will, the trust becomes the primary distribution mechanism, and the pour-over will helps move any unplaced assets into the trust to be handled consistently under the grantor’s instructions.
Executor
An executor is the person named in a will to manage the deceased’s estate through probate. Duties include filing the will with the probate court, identifying assets, notifying creditors, paying debts and taxes, and arranging for distribution of remaining property. In cases involving a pour-over will, the executor typically works to transfer qualifying assets into the named trust for administration by the trustee. Choosing an executor who understands Tennessee probate procedures helps ensure a smooth transition during estate administration.
Probate
Probate is the legal process by which a court validates a will, supervises the administration of the decedent’s estate, and oversees asset distribution to heirs or beneficiaries. Assets passing under a pour-over will often enter probate before being transferred to a trust, which allows the court to clear title and authorize the executor’s actions. Probate requirements in Tennessee vary depending on the size and type of estate, so local familiarity with court procedures in Hardin County can help families anticipate timelines and documentation needed for efficient estate settlement.
Comparing Legal Options: Pour-Over Wills and Alternatives
When deciding how to structure an estate plan, consider alternatives to para-over wills, such as fully funding a trust, relying on beneficiary designations, or using individual wills for property distribution. A fully funded trust can reduce probate, while beneficiary designations on accounts and deeds can transfer assets directly. Pour-over wills are useful when a trust is in place but some assets remain outside it. Evaluating options in light of your asset mix, family circumstances, and desire to minimize probate delays will guide the choice that best matches your objectives in Olivet and across Tennessee.
When a Limited Approach May Be Sufficient:
Simple Estates with Few Assets
A limited estate planning approach may work when an individual has a straightforward asset profile with small balances and clear beneficiary designations. In such scenarios, maintaining updated payable-on-death accounts and a basic will could be adequate to transfer assets efficiently without complex trust arrangements. For many Olivet residents with uncomplicated holdings or who prefer a lower-cost solution, this limited approach can ease administration for survivors while still addressing immediate distribution needs and end-of-life directives.
Minimal Concerns About Probate
If potential probate complications are minimal due to small estate size or joint ownership arrangements, a simple will or beneficiary designations may provide sufficient protection. Families that are comfortable with a straightforward transfer process and do not require elaborate asset management after death might choose this route. Nonetheless, it remains important to review all account titles and beneficiary forms regularly to avoid unintended outcomes, and to consider whether a pour-over will might still offer a beneficial safety net for overlooked assets.
Why a More Comprehensive Plan May Be Recommended:
Complex Assets or Family Situations
A comprehensive estate plan is often advisable for individuals with varied asset types, family complexities, or specific wishes for asset management after incapacity or death. Trusts, including revocable living trusts paired with pour-over wills, provide flexible structures to manage real property, business interests, retirement accounts, and personal property while directing long-term administration. This approach can minimize administrative burdens, clarify responsibilities for trustees and beneficiaries, and reduce the risk of disputes by documenting a cohesive plan aligned with the client’s objectives and family needs in Olivet and beyond.
Desire to Reduce Probate and Delay
When avoiding probate-related delays and public court proceedings is a priority, a comprehensive plan that emphasizes trust funding and careful beneficiary designations can be effective. While a pour-over will serves as a useful backup, primary funding of a trust reduces the number of assets that must pass through probate. For families seeking privacy and a faster transfer of assets, investing time to structure documents and retitle property as needed can yield meaningful administrative advantages and provide greater predictability for heirs and fiduciaries.
Benefits of a Comprehensive Trust-and-Will Approach
A comprehensive approach combining a trust with a pour-over will promotes consistency in how assets are managed and distributed, often reducing the likelihood of family conflicts and procedural delays. By centralizing most directives within the trust and using the pour-over will as a backup, the plan clarifies who will manage property and how it should be used or distributed. That structure also helps prepare for incapacity by naming successor trustees and agents, and provides a single framework for fiduciaries to follow during administration and after the grantor’s death.
In addition to greater clarity, the comprehensive setup can address tax considerations, creditor claims, and specific incapacity planning needs. Trust provisions may include instructions for ongoing care of beneficiaries, handling of business interests, or staged distributions. While some assets transferred under a pour-over will will still require probate, the overall number of probate assets tends to be lower when trusts are properly funded. This combination offers families in Olivet a balanced strategy that aligns asset control, privacy, and realistic administration expectations.
Improved Continuity and Control
A trust-centered plan with a pour-over will enhances continuity by keeping distribution instructions and management powers in one place. Trustees can follow pre-set rules for disbursements, care of minor beneficiaries, or management of complex assets, reducing ad hoc decision-making by heirs. This structure helps ensure that the grantor’s wishes remain consistent over time and that fiduciaries have clear authority to act. For families concerned about continuity after a death or incapacity, this unified approach provides predictable mechanisms for carrying out long-term plans.
Reduced Risk of Omissions and Conflicts
By coordinating a trust and pour-over will, the risk that assets are unintentionally omitted from the estate plan is reduced, and the path for resolving such omissions becomes clearer. Clear documentation and properly funded trust accounts limit disputes over who receives what and under what conditions. This alignment helps heirs understand the intended plan and assists fiduciaries in performing their duties with confidence. Families in Olivet often find that coordinated documents lead to smoother transitions and fewer contested issues in probate or trust administration.
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Practical Tips for Pour-Over Wills
Regularly review account titles and beneficiary designations
Regularly reviewing account titles, deed ownership, and beneficiary designations helps minimize assets that would otherwise be left to a pour-over will. Many transfers occur automatically due to outdated beneficiary forms or joint ownership, so maintaining current designations ensures your intent is followed. Periodic reviews allow you to catch changes in family circumstances, new assets, or retirement accounts that require attention. For Olivet residents, scheduling a review every few years or after major life events supports a coordinated plan that reduces surprises for loved ones after you pass.
Ensure your trust is properly funded
Keep your pour-over will aligned with other documents
Make sure the pour-over will references the correct trust by name and date, and that the will’s instructions match the trust terms and beneficiary designations. Discrepancies between documents can cause confusion and delay. Periodic review of your will, trust, powers of attorney, and advanced medical directives ensures they work together to reflect your current wishes. Clear coordination reduces the burden on family members and fiduciaries, and helps preserve the integrity of your estate plan across life changes and property transfers.
Reasons to Consider a Pour-Over Will in Your Plan
Consider a pour-over will if you maintain a trust but recognize the possibility of assets being overlooked during life or after significant changes. A pour-over will offers a reliable method to ensure stray property ultimately reaches the trust to be handled according to its terms. This is particularly helpful when you prefer centralized management through the trust but want a safety mechanism to avoid unintended intestacy. For Olivet families, the pour-over will complements careful trust funding and provides clarity for heirs and fiduciaries after a death.
Another reason to use a pour-over will is to preserve privacy and consistency, allowing most distribution rules to remain within the trust rather than scattered across multiple wills or informal statements. While probate may still be necessary for certain assets, the pour-over will helps ensure the trust becomes the central instrument guiding administration and distribution. If you value having a single, coherent plan that addresses both funded and unfunded assets, a pour-over will can be an effective component of that broader estate strategy.
Common Situations Where a Pour-Over Will Is Useful
Pour-over wills are commonly used when grantors have created trusts but still acquire assets later in life, when they hold accounts that are difficult to retitle, or when they want a straightforward mechanism to collect untransferred personal property. They are also appropriate where homeownership, business interests, or retirement accounts require special handling and a trust provides more flexible administration. Families with blended situations, minor beneficiaries, or property in multiple jurisdictions often rely on a pour-over will as part of a coordinated trust plan to ensure consistent treatment for all assets.
Added Assets After Trust Creation
It’s common for individuals to acquire new assets after establishing a trust and sometimes these assets are not timely retitled into the trust. A pour-over will captures those subsequent acquisitions and directs them into the trust at death, providing a mechanism to ensure newer assets are treated consistently with the trust’s terms. Regularly reviewing and funding the trust when new property is acquired reduces the reliance on the pour-over will, but the will remains a helpful fallback if retitling opportunities are missed or delayed.
Personal Property and Small Items
Personal items and small assets such as personal belongings, family heirlooms, or miscellaneous bank accounts are frequently overlooked during trust funding. A pour-over will addresses these items by directing them into the trust where the trustee can distribute them according to the trust terms. This reduces ambiguity about intent for personal property that might otherwise be distributed under default intestacy rules or provoke disagreements among heirs. Including a pour-over will helps ensure even modest assets fall under the planned distribution scheme.
Complex Titles or Accounts
Certain asset titles or account types can be complicated to move into a trust while the owner is alive, such as retirement accounts or business interests subject to contractual restrictions. When retitling is impractical or undesirable during life, a pour-over will functions as a backup to collect such property into the trust upon death. This approach allows the primary planning structure of the trust to govern distribution while respecting the legal or financial constraints that made immediate retitling difficult during the grantor’s lifetime.
Olivet Pour-Over Wills Attorney and Local Support
Jay Johnson Law Firm is available to help Olivet and Hardin County residents understand whether a pour-over will should be part of their estate planning. We assist with drafting pour-over wills, coordinating them with revocable living trusts, and reviewing asset titles and beneficiary designations to minimize probate work. Our approach emphasizes clear documents and practical steps to implement your plan. If you would like to discuss how a pour-over will can support your goals or schedule a planning review, call 731-206-9700 to arrange an appointment.
Why Choose Jay Johnson Law Firm for Pour-Over Wills
Jay Johnson Law Firm helps clients create pour-over wills that align with existing trust plans and personal goals, focusing on practical drafting and careful coordination of documents. We prioritize clear communication, thorough document review, and step-by-step guidance to ensure the pour-over will names the correct trust and executor. Our goal is to reduce uncertainty for your family and provide a smooth transition during administration. For residents of Olivet and Hardin County, the firm offers local knowledge of Tennessee probate procedures relevant to pour-over wills and trust transfers.
When preparing a pour-over will, attention to detail matters. The firm reviews trust names and dates, identifies potential assets left outside the trust, and advises on funding strategies to reduce probate. We help clients weigh the benefits of keeping assets in trust versus leaving some under the pour-over will, and we tailor recommendations to the client’s family structure and long-term goals. Our attorneys assist with executor and trustee selection and provide practical explanations of the probate and trust transfer processes to set realistic expectations.
Clients in Olivet receive personalized attention to ensure their documents reflect current wishes and account for local considerations in Hardin County. The firm supports updates to wills and trusts after life changes and stays mindful of administrative efficiency for survivors. If you want a coordinated estate plan that uses a pour-over will as a dependable fallback while keeping most assets in a trust, we are available to discuss options and next steps. Call 731-206-9700 to begin a review of your estate planning documents.
Ready to Discuss a Pour-Over Will? Contact Us
How We Handle Pour-Over Wills and Trust Coordination
Our process begins with a targeted review of existing estate planning documents, asset titles, and beneficiary designations to identify gaps a pour-over will should address. We then draft a pour-over will that references the correct trust, appoints an appropriate executor, and includes clear instructions for handling personal property and the residuary estate. We explain the probate implications of the pour-over will and recommend steps to fund the trust where practical. Throughout, we aim to provide straightforward guidance so clients understand how the documents will operate when needed.
Step One: Document Review and Planning
The initial step involves gathering current wills, trusts, account statements, deeds, and beneficiary forms to determine which assets are already in the trust and which remain outside. We discuss client goals for asset distribution, management during incapacity, and special needs of beneficiaries. This review identifies whether a pour-over will is appropriate and what modifications to trust funding or beneficiary designations might reduce future probate tasks. Clear planning at this stage sets the foundation for drafting documents that align with the client’s intentions.
Inventory of Assets and Titles
We prepare a thorough inventory of assets, noting accounts with beneficiary designations, jointly held property, and items titled in individual names that may need retitling. Understanding the current ownership structure helps determine which assets will pass directly, which will be governed by the trust, and which will be caught by the pour-over will. This inventory informs practical recommendations about funding the trust and identifies any urgent updates to beneficiary forms or deeds to align with your goals.
Discussion of Goals and Family Considerations
We discuss the client’s priorities for distribution, care of minor or dependent beneficiaries, charitable intentions, and any tax or creditor considerations that may influence document design. These conversations shape the terms of the trust and pour-over will so the plan reflects both immediate needs and longer-term objectives. Addressing family dynamics and foreseeable events helps craft durable documents that reduce ambiguity and provide trustees and executors with clear direction when it matters most.
Step Two: Drafting and Coordination
After clarifying assets and goals, we draft the pour-over will and any necessary trust amendments, ensuring document names, dates, and trustee designations match precisely. The drafting phase focuses on clear language that ties the pour-over will to the correct trust and outlines executor responsibilities for probate administration. We also prepare supporting documents such as powers of attorney and advanced medical directives, if needed, to create a cohesive plan that addresses incapacity as well as posthumous distribution.
Drafting Clear Pour-Over Will Provisions
During drafting, we ensure the pour-over will explicitly identifies the trust that should receive assets, names an executor to manage probate, and provides unambiguous instructions for handling personal property and residuary assets. Ambiguity in these provisions can lead to delays or disputes, so precision is a priority. The will is drafted to work in tandem with trust provisions, reducing friction between documents and making administration more predictable for trustees and heirs.
Coordinating Trust and Ancillary Documents
We align the trust terms, pour-over will, powers of attorney, and health care directives so they form a consistent plan. This coordination includes reviewing trustee succession, beneficiary language, and any special distribution conditions. Where recommended, we provide instructions for funding the trust or retitling assets and advise on updating beneficiary forms. The result is a comprehensive set of documents that work together to implement the client’s intentions while minimizing administrative uncertainty for loved ones.
Step Three: Implementation and Ongoing Review
Once documents are signed and executed, we assist clients with implementation steps such as retitling accounts, updating deeds where necessary, and confirming beneficiary designations reflect the plan. We recommend a schedule for periodic review to account for life changes, new assets, or changes in relationships. Ongoing attention helps maintain the effectiveness of the pour-over will and trust structure, reduces surprises, and keeps the plan aligned with evolving family and financial circumstances in Olivet and across Tennessee.
Funding the Trust and Retitling Assets
We provide guidance on transferring assets into the trust, which may include changing account registrations, updating deed ownership, and confirming beneficiaries for retirement plans. Proper funding reduces the assets that must pass through probate and improves the practical benefits of the trust. For assets that cannot be retitled while the grantor is alive, the pour-over will remains the mechanism to move them into the trust after death. Clear steps for funding reduce administrative burden for survivors and support efficient trust administration.
Periodic Review and Amendments
Life events such as marriage, divorce, birth of children, relocation, or acquisition of significant assets warrant a review of estate documents. We recommend reviewing your plan regularly to confirm that the trust and pour-over will still reflect your wishes and to update titles and beneficiary forms as needed. Occasional amendments keep the plan relevant and prevent unintended outcomes, helping ensure that the pour-over will functions as intended when it becomes operative after death.
Frequently Asked Questions About Pour-Over Wills
What is a pour-over will and why might I need one?
A pour-over will is a testamentary document that directs any assets not already transferred into a trust to be moved into that trust upon death. It operates as a safety net for items unintentionally omitted from the trust, thereby preserving a coherent distribution plan. The pour-over will typically names an executor to manage probate steps and ensures stray assets are gathered and transferred into the named trust for administration according to the trust terms.Though the pour-over will supports a trust-based plan, it is not a substitute for properly funding the trust while alive. Regular reviews of account titles and beneficiary designations help reduce reliance on the pour-over will. Working with counsel to coordinate documents and funding offers the best chance that the trust will receive assets directly and that the overall plan functions smoothly for your family.
Does a pour-over will avoid probate?
A pour-over will itself does not avoid probate for assets that are subject to it; those assets typically must pass through probate before they can be transferred to the named trust. Probate serves to validate the will, identify assets, and authorize transfer to the trustee, allowing the trust to administer the property thereafter. The portion of the estate already titled in the trust generally avoids probate, which is why funding the trust is often emphasized.Because probate may still be required for pour-over assets, planning should consider which assets should be retitled into the trust and which can remain governed by beneficiary designations. Minimizing probate through careful funding and coordination can reduce delays and simplify administration for survivors in Olivet and Hardin County.
How does a pour-over will work with a revocable living trust?
When paired with a revocable living trust, a pour-over will directs any remaining assets at death into the trust so the trustee can administer them under the trust terms. The trust contains the primary distribution instructions and may name trustees, successors, and detailed conditions for distributions. The pour-over will ensures that assets overlooked during life are eventually governed by those same trust provisions, creating a single, consistent plan for distribution.However, assets under a pour-over will often go through probate before transferring to the trust, so grantors who want to minimize probate should work to fund the trust during life. Reviewing account ownership and beneficiary forms helps determine where retitling is practical and which assets may still rely on the pour-over will as a fallback.
What types of assets typically pass through a pour-over will?
Assets that commonly pass through a pour-over will include personal property, small accounts, items acquired after trust creation, and property that was not retitled into the trust. Real estate or business interests that are difficult to retitle immediately may also be handled by a pour-over will if retitling is delayed. The nature and value of assets determine whether probate is required and how they move into the trust for administration.To minimize the number of assets subject to a pour-over will, clients should inventory holdings and update account registrations or deeds where possible. Beneficiary designations on retirement accounts and insurance policies should also be reviewed to ensure alignment with the intended trust-based distribution strategy.
How do I make sure my trust receives the assets intended for it?
To ensure your trust receives intended assets, take steps to fund the trust by retitling bank accounts, brokerage accounts, and real property into the trust’s name where appropriate. Review beneficiary designations on retirement plans and insurance policies to confirm they name the trust or appropriate individuals as intended. Maintaining an updated inventory of assets and titles helps reduce the need for a pour-over will to capture stray property.Even with careful funding, include a pour-over will as a safeguard for items that cannot be retitled during life. Periodic reviews after major life events will help keep the trust funded and the overall estate plan consistent with current circumstances and goals.
Can I name the same person as executor and trustee?
You can name the same person as executor of the will and trustee of the trust, and many people do so for continuity. Having the same individual in both roles can streamline the transition of assets from probate to trust administration and provide a single point of responsibility during settlement. When selecting candidates, consider their reliability, willingness to serve, and ability to follow legal duties impartially.If you prefer separation of duties, you may name different individuals to serve as executor and trustee. That choice depends on family dynamics and the complexity of the estate. Discussing the options during planning helps ensure roles align with your objectives and the capabilities of those you appoint.
Will a pour-over will prevent family disputes?
A well-drafted pour-over will and comprehensive trust can reduce the likelihood of family disputes by creating clear, documented instructions for distribution and management of assets. Clarity in who will serve as trustee, how distributions should be handled, and how specific property is treated reduces ambiguity that often leads to conflict. Regular communication with family and successors about the plan can also help set expectations and prevent surprises.That said, no document can eliminate all disagreements. Careful drafting, neutral appointment of fiduciaries, and thoughtful planning for potential issues such as blended families or contingent beneficiaries can lower the risk of disputes and support a more orderly administration process when the time comes.
How often should I review my pour-over will and trust?
Review your pour-over will and trust every few years and after major life events like marriage, divorce, birth of children, death of a beneficiary, or significant changes in assets. These reviews ensure documents reflect current wishes, titles and beneficiary designations remain consistent, and any necessary amendments are made promptly. Periodic updates prevent outdated provisions from causing confusion and help maintain the intended distribution plan.Regular reviews also allow you to address changes in Tennessee law or local probate practices that could affect administration. Scheduling reviews with an attorney helps you prioritize updates and take practical steps to maintain the effectiveness of both the trust and the pour-over will.
What happens to retirement accounts under a pour-over will?
Retirement accounts and certain beneficiary-designated assets generally pass outside of a will or trust when a named beneficiary receives them directly. Naming a trust as the beneficiary can bring retirement assets under trust administration without needing probate, but that choice has tax and administrative implications. If a retirement account lists an individual beneficiary, the asset typically bypasses the pour-over will and transfers directly to that beneficiary instead of the trust.Because retirement accounts have special tax rules, it is important to review beneficiary designations and consider whether naming a trust or an individual best aligns with your goals. Consulting about the interplay of retirement assets, taxes, and trust planning helps ensure decisions support overall estate objectives and reduce unintended consequences.
How do I get started with creating a pour-over will in Olivet?
To begin creating a pour-over will in Olivet, start by gathering current wills, trusts, account statements, deeds, and beneficiary information for review. Contact Jay Johnson Law Firm to schedule a consultation to discuss goals, family circumstances, and the types of assets you own. That initial meeting will identify gaps that a pour-over will should address and set a plan for drafting and implementing coordinated documents.From there, we draft a pour-over will tied to your trust, finalize signatures, and advise on steps to fund the trust and update titles. Ongoing support and scheduled reviews ensure the plan remains effective over time and aligned with any life changes or new assets you acquire.