$49
Per year. The revocable living trust and its pour over will, both powers of attorney, every other document, Legacy Lens™ and unlimited free edits for as long as your plan is active.
Choose CompleteEstate document
The safety netunder your trust
A short will with one main instruction: anything you own that never made it into your trust should go there. It is what closes the gap between the trust you signed and the life you kept living afterwards.
About 10 minutesIssued with your trustFree updates forever
What it does
One instruction, in plain English
A revocable living trust only governs what it actually owns. If the house was retitled into it, the trust decides what happens to the house. If the savings account you opened last spring was never re-registered, the trust has nothing to say about that account at all. A pour over will is the document that catches whatever was left outside and directs it into the trust, so one set of instructions ends up governing everything.
It is called a pour over because that is the shape of the instruction. Rather than listing recipients of its own, it names your trust as the recipient and lets the terms you already wrote there do the work. Change your mind about who gets what and you amend the trust once, not two documents that have to agree with each other.
That makes it deliberately short, and it is why it is issued with the trust rather than sold beside it. On its own, a pour over will names a beneficiary that does not exist. It is a companion document, and any service selling you one without a trust is selling you an empty envelope.
What it is not
- It is not a second plan, and it does not contain its own distribution terms
- It does not move assets into your trust while you are alive, which is still your job and still on your checklist
- It is not a reason to skip funding, because assets arriving this way arrive later and by a longer path
- It does not replace the trust, and it is not useful without one
- It does nothing about incapacity while you are living, which is what the two powers of attorney are for
- It is not a substitute for keeping beneficiary designations on retirement accounts and insurance current
Think of it as the last line of defence rather than the plan. The plan is a funded trust. This is what covers the account nobody remembered.
What is included
Short, and every clause in it earns its place
Generated alongside your trust from the same set of answers, so the two documents refer to each other correctly rather than being drafted in isolation and hoping they match.
01
Revocation of earlier wills
States that this document replaces every will you signed before it, so there is no argument about which version governs.
02
The pour over gift
The clause the document exists for. It directs everything not already held by the trust into the trust, under the terms you set there.
03
Reference to your trust by name and date
Identifies the receiving trust precisely, including the date it was created. A pour over will that describes the wrong trust, or an amended version imprecisely, is the way this document fails.
04
Guardianship of minor children
Named here, because guardianship is appointed in a will and never in a trust. If you have children under eighteen this clause is the reason a pour over will is not just administrative housekeeping.
05
Executor and successor executor
Appoints who administers anything that arrives through this document and who takes over if they cannot. Often the same person as your successor trustee, and named separately so it can be someone else.
06
Debts, taxes and administrative powers
Directs how what you owe is handled and gives your executor the authority to deal with institutions without returning for permission each time.
07
Signature block sized to your state
The right number of witness lines where you live, plus a self proving affidavit and notary block where your state allows one.
08
A signing checklist, and a funding checklist
How to execute this document correctly, and the list of assets still sitting outside the trust. The second one is the more useful of the two, because every item you clear from it is one this will never has to catch.
Who needs this
Everyone with a living trust. Nobody without one.
That is unusually clear cut for an estate document, and it is worth stating plainly rather than implying a wider market than the document has.
You have a revocable living trust
Then you need this, and it comes with it. A trust without a pour over will leaves whatever was never transferred to be handled under the default rules of your state rather than by the terms you wrote.
You are creating a trust now
It is generated at the same time from the same answers. There is no separate interview and no separate fee, because two documents drafted together are two documents that agree.
You have children under eighteen
Guardianship cannot be appointed in a trust. If your plan is trust based, this is the only document in it where that appointment can live.
You buy and sell things, which is everyone
A new account, an inherited item, a car bought in a hurry. Assets accumulate outside a trust simply through living, and this is the clause that says where they belong.
If you have no trust and no plan to create one, the document you want is the Last Will and Testament, which distributes on its own terms rather than pointing at a structure you do not have.
Part of your bigger plan
The document that reveals what is not funded
Generating this will is the point at which the platform has to list everything your trust does not currently own, because that list is exactly what the pour over clause is covering. Most people find that list longer than they expected.
So it is treated as a working checklist rather than a footnote. Each asset you retitle into the trust drops off it, and your Estate Readiness pillar moves as it shortens. Signing the trust and its pour over will is one move on your LQ™ Score. Funding the trust is a larger one, tracked separately on purpose.
It stays live afterwards. Open an account and your plan notes a new asset sitting outside the trust. Amend the trust and the platform checks that this will still identifies it correctly, which is the small mismatch that quietly breaks trust based plans.
What signing the pair is worth
0
Before
0
After
Estate Readiness leans on your LQ™ Score harder than any other pillar. Signing the trust and its pour over will moves it. Actually retitling assets into the trust moves it considerably further.
Points shown are illustrative. Your own movement depends on what the trust holds and what you already had in place.
Pricing
It comes with the trust
$149
The revocable living trust and its matching pour over will as a pair, yours to keep. The pour over will is not sold on its own, because without a trust it names a beneficiary that does not exist.
Buy the documentsThere is no separate price for this document.
It is issued with the trust on every plan and in the one time bundle. Charging twice for the second half of a pair that only works together is a fee, not a product.
Questions
About pour over wills, specifically
Ten minutes
It takes ten minutes, and it comes with the trust.
Start your trust, get the pour over will with it, and see what funding actually does to your LQ™ Score.
Free forever. No card. You pay only when you want documents.