Pour-over Will doc - fabf 2026

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  1. Click ‘Get Form’ to open the Pour-over Will document in the editor.
  2. Begin by entering your name and state of residence at the top of the document. This personalizes the will and establishes its legal jurisdiction.
  3. In Article I, specify how you want expenses related to your last illness, funeral, and estate administration to be handled. Ensure clarity on these financial matters.
  4. Proceed to Article III where you will list all personal effects intended for the trustee of your Revocable Living Trust. Be specific about items like jewelry and furniture.
  5. In Article IV, detail your residuary estate distribution. Clearly identify the trustee and ensure that all properties are accounted for.
  6. Complete Articles V through X by filling in names, dates, and any additional instructions regarding guardianship or executor appointments as needed.

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No, a last will and testament is different from a pour-over will. A last will and testament is a standalone document that outlines how you want your assets distributed after death.
In California, only accounts and property owned solely in your name at your death are subject to probate. Trust accounts and property are not. Your pour-over will directs your property outside your trust to be transferred into your trust at your death.
A pour-over will is an invaluable document for anyone who has created a living trust as part of their estate plan. Its a specialized last will and testament, designed to catch assets that have not been retitled or transferred into your living trust, pouring them into the trust upon your death.

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