Pour-over Will doc - fabf 2025

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Bank Brokerage Accounts When you open a bank or brokerage account, you can designate a payable-on-death (POD) beneficiary. This individual would inherit the assets in the account directly upon your death, bypassing the often lengthy and complex probate process.
ing to California probate law, a trust often supersedes a will if a person has created both instruments. That means the trusts can serve the same purpose but with additional benefits such as enhanced privacy, asset protection, and the ability to circumvent probate.
Beneficiary Designation Takes Precedence Over A Will.
Certain life events, such as divorce or annulment, can partially or entirely revoke a will under California law. For example, if a will leaves property to a spouse, that provision is automatically revoked if the marriage is dissolved, unless the will explicitly states otherwise.
ATTORNEY ANSWER BY MARGARET L. This does not revoke the will.

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A pour-over will is a legal document that ensures an individuals remaining assets will automatically transfer to a previously established trust upon their death.

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