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Pour Over Last Will & Testament

Name: Pour Over Last Will &amp; Testament
SKU: 228978
Price: 467.95 USD
Availability: InStock

$467.95

Pour Over Last Will & Testament is a must

In a standard Last Will & Testament, assets are distributed directly to beneficiaries named in the will. In contrast, a Pour-Over Will “pours over” any assets not already in the living trust at the time of the person’s death into the trust.

The living trust, created during the individual’s lifetime, holds and manages the assets for the benefit of designated beneficiaries. The Pour-Over Will ensures that any overlooked or newly acquired assets are included in the trust, allowing for a streamlined and comprehensive distribution process. This arrangement is particularly useful for individuals who have set up a living trust to manage their assets during their lifetime, providing an additional layer of assurance that all assets are accounted for and distributed according to their wishes.

Category: Wills Tags: asset protection, planning, trusts

Description

Your Last Will & Testament

Streamlined Asset Transfer: A Pour-Over Last Will and Testament facilitates the seamless transfer of assets into an existing living trust.
Living Trust Integration: It works in tandem with a living trust, ensuring that assets not already in the trust are included in the overall estate plan.
Asset Protection: By directing assets into a trust, the Pour-Over Will provides protection and management of assets for the benefit of designated beneficiaries.
Avoiding Probate: Assets held in a living trust, as directed by the Pour-Over Will, generally bypass the probate process, saving time and potential costs.
Comprehensive Distribution: It ensures that all assets, even those acquired after the creation of the living trust, are included in the distribution plan.
Flexibility and Control: The Pour-Over Will allows individuals to maintain control over asset distribution while providing flexibility for changing circumstances.
Estate Planning Efficiency: Integrating a Pour-Over Will with a living trust enhances the overall efficiency of the estate planning process, ensuring a comprehensive and well-managed approach.

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PERSONAL

First *

Last *

Email Address *

Primary Phone *

Street Address

Apartment, suite, etc

City

State/Province

ZIP / Postal Code

TRUST INFORMATION

Name Of Trust

State *

Settlor

Co-Settlor

Trustee

Co-Trustee

Successor-Trustee

Est. Value of Trust Assets

SPECIFIC GIFTS FROM THE TRUST

BENEFICIARIES OF YOUR TRUST

RECIPIENTS

Name *

Country of Citizenship

Street Address

Apartment, suite, etc

City

State/Province

ZIP / Postal Code

Country

Relationship to Settlor *

Describe Gift(s)

BENEFICIARIES

Name of Beneficiary 1 *

Country of Citizenship

Street Address

Apartment, suite, etc

City

State/Province

ZIP / Postal Code

Country

Relationship to Settlor *

PercentageBeneficiary 1's Percentage of Residual of Trust (after Specific Gift, if any)

SELECT SHIPPING INFORMATION AND OPTIONSTrust Packages are available for pick up at any of our office or may be shipped to you via Ground (2-3 business day) Service for a charge of $17.95 or via Overnight Delivery for a charge of $30.95 within the U.S.A. Please select the appropriate shipping options available for your area:

Select here for shipping inside the United StatesRegular Service - $17.95Next Day Service - $30.95Office Pick-up - (no charge)

Select here for shipping to CanadaRegular Service to Canada (approximately 6 - 8 business days service) - $69.95International Economy to Canada (approximately 5 - 6 business days service) - $74.95International Priority to Canada (approximately 2 - 4 business days service) - $99.95

Select here for shipping to EuropeInternational Economy to Europe (approximately 6 - 8 business days service) - $99.95International Priority to Europe (approximately 2 - 4 business days service) - $124.95Unless I check this box, I authorize delivery to my shipping address without a recipient's signature or if I check this box I understand that my order will be shipped to me signature required upon receipt. There is a $3 charge for this service.

SELECT SPEED OF SERVICE OPTIONS

REGULAR PRIORITY SERVICEYesNot SureYour order will be marked for special handling, a member of the Spiegel & Utrera, P.A. staff will be assigned to actively monitor the status of your Trust and other ancillary documents. Your Trust and ancillary documents will be hand-delivered to you (if requested by you, your signature will be required upon receipt) to insure confidentiality via Federal Express, U.P.S. or other delivery service or electronic mail. The preparation and processing time for your Trust and ancillary documents is approximately two weeks after receipt of payment.

3 BUSINESS DAY PRIORITY SERVICEYesNot SureYour order will be marked for special handling, a member of the Spiegel & Utrera, P.A. staff will be assigned to actively monitor the status of your Trust and other ancillary documents. Your documents will be hand-delivered to you (if requested by you, your signature will be required upon receipt) to insure confidentiality via Federal Express, U.P.S. or other delivery service or electronic mail. The preparation and processing time for your Trust and ancillary documents is 3 business days after receipt of payment of an additional $75.

NEXT BUSINESS DAY PRIORITY SERVICEYesNot SureYour order will be marked for special handling, a member of the Spiegel & Utrera, P.A. staff will be assigned to actively monitor the status of your Trust and other ancillary documents. Your documents will be hand-delivered to you (if requested by you, your signature will be required upon receipt) to insure confidentiality via Federal Express, U.P.S. or other delivery service or electronic mail. The preparation and processing time for your Trust and ancillary documents is next business day after receipt of payment of an additional $150.

WE DO NOT SHIP TO P.O. BOXESWe apologize for any inconvenience but we do not ship to P.O. Box addresses. If you selected our Office Pickup option above, skip this section and click continue to proceed with your order.

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Legal Aesthetics

Living trusts, prized for probate avoidance and streamlined asset distribution, see increasing popularity as individuals seek alternatives to conventional wills. Recognizing the advantages of heightened control, flexibility, and privacy in estate management, people are drawn to these trusts. Stay informed for optimal estate planning.

Pour Over Last Will & Testament

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SPECIFIC GIFTS FROM THE TRUST

BENEFICIARIES OF YOUR TRUST

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