Call Today for a Consultation
Toll Free: 800-495-9153
Local: 321-426-1848

What a pour-over will can accomplish

A pour-over will can provide a convenient way for a Florida estate owner to ensure that assets find their way into a trust after they pass. The document states that any assets that haven't been put into the trust are to be placed there upon the grantor's death. It is important to note that a will itself is subject to probate even though a living trust is not.

Furthermore, assets only go into the trust if there is no other designated beneficiary. If a person fails to properly title assets, intestacy laws could determine who gets property left in an estate. Generally speaking, spouses and children tend to inherit most property if an estate owner doesn't have a will or trust properly created prior to death. Therefore, siblings, cousins or other intended beneficiaries could receive nothing if the necessary estate plan tools are not used correctly.

To ensure that an estate plan meets certain goals, it should be reviewed at least once a year. Revocable living trusts may be changed as needed to best meet an estate owner's needs. Changing the terms of a trust may be necessary after acquiring new property or deciding to add a new beneficiary to the trust. While pour-over wills can be effective, they should not be used as a safety net.

The loss of a loved one can be difficult under almost any circumstances. However, an individual may make their own passing easier to handle by creating a thorough and clear estate plan. The use of a pour-over will, trust or other documents can make it easier for beneficiaries to get their inheritances without family infighting or formal legal challenges. An attorney could help a client review their estate plan at any time.

No Comments

Leave a comment
Comment Information

Consult Our Florida Lawyer for Veterans Aid & Attendance

Feel free to contact us and schedule an initial consultation where we can review your circumstances in an intimate setting and discuss how our Brevard County Elder lawyer can help you. Simply call Amy B. Van Fossen, P.A., locally at 321-426-1848 or toll free at 800-495-9153. We look forward to meeting you.

How Can We Help You?

Bold labels are required.

Contact Information

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.


Privacy Policy

Visit Our Office

Law Office of Amy B. Van Fossen, P.A.
1696 West Hibiscus Blvd
Suite A
Melbourne, FL 32901

Toll Free: 800-495-9153
Phone: 321-426-1848
Fax: 321-345-5417
Map & Directions

Review Us

We accept

VISA | MasterCard | American Express | Discover Network