Yes, the Will included in the Must Have Documents does include a pour-over clause—and it’s not optional.
What is a pour-over clause?
A pour-over clause is a provision in a Will that automatically transfers (or “pours over”) any remaining assets into your revocable living trust at the time of your passing. It acts as a safety net, making sure that any property you didn't specifically title in the name of your trust during your lifetime is still protected by the trust after you're gone.
Why is this important?
Including a pour-over clause helps ensure that your entire estate follows the same instructions outlined in your living trust. Here’s why it matters:
Ensures consistency: All your assets—both titled in the trust and not—are ultimately managed and distributed under one set of rules.
Protects overlooked assets: If you forget to title an asset in your trust, the pour-over clause ensures it still ends up there.
Simplifies probate: While assets that pass through a Will generally go through probate, the pour-over clause helps consolidate everything into the trust, making the process smoother for your loved ones.
Do I need to do anything?
The pour-over clause is already included for you. However, it’s still important to title assets in the name of your trust while you're alive whenever possible. This helps minimize probate and ensures a smoother transition for your family.