A pour-over will is an important estate planning document that works alongside a trust to help ensure that assets not previously transferred into the trust are ultimately distributed according to the trust’s terms. Although a trust is often the primary estate planning tool, a pour-over will provides an additional layer of protection by directing certain assets into the trust after the grantor’s death. This guide explains the purpose of a pour-over will, how it functions, and why it is commonly included as part of a comprehensive trust-based estate plan.

Inside this guide, you will learn how a pour-over will complements a revocable living trust, what types of property may be transferred through the probate process, and the advantages and limitations of using this important planning document. The guide also discusses common misconceptions, funding considerations, and the role a pour-over will plays in helping ensure that overlooked assets are ultimately administered according to the grantor’s wishes. Whether you are creating a new trust or reviewing an existing estate plan, this guide provides a practical introduction to the purpose and operation of a pour-over will.