Deciding If a Pour-Over Will Is Right for You

If you want to establish a living trust, a pour-over will can help protect assets you do not transfer into the trust’s name before you pass away. California recently made it easier to create pour-over wills. Even if you do not already have a trust, you may be able to write a pour-over will before establishing one.

However, pour-over wills are subject to some restrictions and may be invalidated under certain circumstances. You should speak to an experienced estate planning attorney to decide whether a pour-over will is the best fit for your legacy.


Philip J. Kavesh
Nationally recognized attorney helping clients with customized estate planning guidance for over 40 years.