Individual pour-over trust

Your name
First Middle Last
Designated Trustee
A “Trustee” is a person/entity who administers and distributes property held in trust.
Who do you designate as your initial trustee?
First Middle Last
Relationship to you
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Email

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Who do you want to serve as your first alternate trustee?

At least one alternate trustee should be designated in the event your initial trustee is no longer able to serve.
Relationship to you
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Email

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Do you wish to identify a second alternate trustee?
- Yes
- No
Who do you want to serve as your second alternate trustee?
Relationship to you
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Email

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Trust Distribution
Do you want your trustee to have the power to make distributions for any person that is dependent on you if you are incapacitated? (Typically recommended)
- Yes
- No
If you become incapacitated and unable to manage the trust assets, the trustee may make distributions from the trust assets to provide for the health, education, support, or maintenance of any person(s) that are dependent upon you.
Please list any restrictions you wish to place on the power to distribute the trust assets to persons dependent upon you.

If none, leave blank.
What age do you wish your beneficiaries to reach before the trust principal can be distributed?
Please enter a number greater than or equal to 21.
Do you wish to place any additional restrictions on the distribution of the trust principal among your beneficiaries?
- Yes
- No
For example, that the beneficiary obtain a 2-year Associate’s degree or 4-year college degree; that they have completed a financial responsibility course, etc.
Please describe

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Beneficiaries
Do you have children?
- Yes
- No
Do you want each of your children to be named as beneficiaries?
- Yes
- No
Do you want each child to receive an equal share of the trust?
How do you wish the trust to be divided?
Full Name Percentage of Trust

Add more rows as needed by selecting the plus sign to the right.
Please list all persons and organizations that you wish to name as primary (first level) beneficiaries to your trust
Full Name or Organization Relationship to you Percentage of Trust Address Phone Email

Add more rows as needed by selecting the plus sign to the right.
If one of your primary beneficiaries passes away before you, do you want their descendants to inherit their share?
If yes, the share that would be allocated to the deceased beneficiary will be passed on to the deceased beneficiary's descendants (i.e., your grandchildren). If you answer no, then the shares would be re-allocated only to those beneficiaries that are still living at the time of your death.

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If none of your primary beneficiaries are living at the time of your death, please list all persons and/or organizations that you wish to name as alternate beneficiaries.
Full Name or Organization Relationship to you Percentage of Trust Address Phone Email

Add more rows as needed by selecting the plus sign to the right.

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"Pour-over" Will
The pour-over will is designed to compliment your estate plan by capturing any asset that was not already transferred into the name of the trust and adding it to the trust principal.
Who do you want to serve as your Personal Representative?
First Middle Last
Relationship to you
Address
Street Address Address Line 2 City State ZIP Code
Phone
Email

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Alternate Personal Representatives
Who do you want to serve as your first alternate Personal Representative?
First Middle Last
Relationship to you
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Email
Do you (husband) wish to identify a second alternate personal representative?
- Yes
- No
Who do you want to serve as your second alternate Personal Representative?
First Middle Last
Relationship to you
Address
Street Address Address Line 2 City State ZIP Code
Phone
Email

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Specific Gifts
List all specific gifts of property you wish to include in your will
Describe item Beneficiary name Percentage

For example, jewelry, artwork, collectibles, cars, guns, heirlooms, etc. Add more rows as needed by selecting the plus sign to the right.
Identify any cash gifts you wish to include in your will
Amount Beneficiary name

To family, friends, charities, etc. Add more rows as needed by selecting the plus sign to the right.

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Designated Trustee

Full Name or Organization	Relationship to you	Percentage of Trust	Address	Phone	Email

Describe item	Beneficiary name	Percentage

Amount	Beneficiary name