Pour-Over Will
Create a pour-over will that transfers your assets to an existing trust.
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Your Information
Enter your information to identify yourself as the testator (person making the will).
FREE & PRIVATE: This form is free—no account or credit card required. Your form entries and generated document never leave your browser—SimplyTrust does not transmit or store them. You are responsible for saving your completed document.
SELF-HELP SERVICE: SimplyTrust provides a self-help document preparation service. We are not a law firm and cannot provide legal advice, select forms for you, or tell you how to complete forms. Our role is limited to providing a platform where you input your own information into document templates.
NOT LEGAL ADVICE: This document was created entirely based on your selections. SimplyTrust does not review, analyze, or verify your entries, nor do we verify your identity, capacity, or authority to act. You are solely responsible for determining whether this document meets your needs and for completing all required execution formalities (signatures, witnesses, notarization, or recording) in accordance with your state's laws. For any legal questions, consult a licensed attorney in your state.
Frequently Asked Questions
At SimplyTrust, we believe every American family deserves access to basic estate planning documents, regardless of their financial situation. A last will, healthcare directive, or power of attorney are not luxuries reserved for those who can afford expensive legal fees. These free tools exist because protecting your loved ones matters. We do hope you will consider using our trust service for creating and managing revocable living trusts, but we are simply happy you are taking the time to protect the ones you love.
A pour-over will is a type of will that directs all assets to transfer into an existing trust upon death. This document requires you to have an existing trust and transfers any assets not already in the trust at the time of death.
You will need your trust's legal name and execution date, the trustee's name, names and dates of birth for your chosen personal representative and alternate beneficiaries, and your current address.
This document includes provisions for: transferring your entire estate to your trust, naming alternate beneficiaries if the trust is invalid, designating a personal representative to manage your estate, and state-specific execution requirements.
Assets transferred through a pour-over will typically go through probate before being transferred to the trust. Assets already in the trust at death generally avoid probate. State laws vary on probate requirements and thresholds.
Yes. No credit card, no account, no paywall. Your form entries never leave your browser.
No. SimplyTrust is not a law firm. This is a self-directed tool that records your choices—we do not review your entries or determine whether this document is appropriate for your situation. For legal questions, consult a licensed attorney in your state.
Your downloaded document is not legally effective until you complete your state's execution requirements. Most states require the testator's signature, witness signatures, and in some cases, notarization. Requirements vary by state. Consult your state's statutes or a licensed attorney for specific requirements.
Yes. You can return and generate a new document at any time—there is no limit and it remains free. Creating a new will typically revokes prior versions if the new will contains revocation language (our template includes this).
The form includes fields for alternate beneficiaries. If your trust doesn't exist, has been revoked, or is determined invalid at your death, the document directs assets to your named alternate beneficiaries instead.
A pour-over will transfers all assets to an existing trust and requires you to have that trust already created. A standard will allows you to specify detailed distribution instructions directly in the will itself without requiring a separate trust document.
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