California Estate Planning Lawyers

Pour Over Wills

If you are interested in preparing for the future by enacting a will, you should speak with a California Estate Planning Attorney at Claery & Green.  Our experienced attorneys have a great deal of experience handling a variety of legal matters pertaining to estate planning, including wills.  When planning for the future and the future of your loved ones it is important to retain the services of a lawyer who is capable of effectively handling this type of situation.  When you choose a lawyer from our firm to handle your estate, and manage your will, you can rest assured knowing that the situation is being handled by a capable and trustworthy California estate planning attorney.

Experienced California Attorneys Helping with Pour Over Wills

A will is a legal document that outlines and states how a person wants their assets, property, and money to be divided and/or distributed after their death.  It is important that everyone have a written will because without one, things could get very chaotic in the lives of your loved ones after your death.  Many individuals feel as if they don’t need wills because they do not have enough assets or property to warrant this type of legal document.  This could not be further from the truth, and all individuals can benefit from having a will no matter how insignificant they feel their situation may be.

One specific type of will you may be interested in is a pour-over will.  Pour-over wills work in conjunction with trusts, and in this type of will a person can specify how they want any assets held outside of a trust to be divided and distributed after their death. A pour over will protects against intestacy (where state statutes decide who receives your assets) if any of your assets have not been transferred into the trust at the time of your death.  In effect, the will pours over any assets not included in your trust into the will so they will be distributed according to the terms of your trust.  A pour-over will is a great way to ensure that your beneficiaries won’t be subjected to the time-consuming and costly process of probate in the state of California.

For more information about pour over wills, contact a California Estate Planning Attorney at Claery & Green!