California Pour Over Will - Page 2

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What is California Pour Over Will?

A California pour over will is a legal document that allows a person to ensure that any assets not transferred to their living trust during their lifetime will be distributed according to the terms of the trust after their death. It acts as a safety net to catch any assets that were not included in the trust and transfer them to the designated beneficiaries.

What are the types of California Pour Over Will?

There are two main types of California pour over will: simple and complex. A simple pour over will is a basic document that directs all assets to be distributed to the living trust. A complex pour over will is more detailed and may include additional instructions or conditions for the distribution of assets. The type of pour over will that is appropriate for an individual will depend on their specific circumstances and estate planning goals.

Simple pour over will

Complex pour over will

How to complete California Pour Over Will

Completing a California pour over will involves several steps:

01

Gather all necessary information and documents, including a list of assets and beneficiaries.

02

Decide whether to create a simple or complex pour over will.

03

Consult with an estate planning attorney to ensure compliance with California laws and drafting the document correctly.

04

Draft the pour over will, including the necessary language to transfer assets to the living trust.

05

Review and revise the pour over will as needed.

06

Sign the pour over will in the presence of witnesses, as required by California law.

07

Store the completed pour over will in a safe and easily accessible location, such as a secure filing cabinet or with an attorney or trusted individual.

08

Regularly review and update the pour over will as necessary to reflect any changes in assets or beneficiaries.

09

Inform trusted individuals, such as the executor of the living trust, about the existence and location of the pour over will.

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