Hopkins Heltzel Law Firm
Call For A Consultation814-299-5496

Pennsylvania probate: Do you need a pour-over will?

Having a will prepared, even a basic one, is better than having nothing. Having a trust created is better still, for Pennsylvania residents who want to make sure their assets are truly protected and passed on as intended. However, a trust is only useful if it is funded. In the event a person fails to fund his or her trust, fully or even partially, a pour-over will can ensure property ends up in the right hands. If this type of will ends up being utilized, probate will be required.

What exactly is a pour-over will? It is different than a standard will. It is written in conjunction will a trust and only addresses the assets to be placed in the trust. The beneficiary named in this type of will is the trust, not a living heir. So, when one passes away, any property that was not adequately funded into the trust will be in the end.

One of the reasons many people wish to have trusts created is so that their loved ones do not have to go through the probate process. If the use of a pour-over will becomes necessary, probate is needed to close out one's estate. There are a number of reasons for this which legal counsel can explain.

Do Pennsylvania residents need pour-over wills? If they have trust-based estate plans, this type of legal document is certainly worth looking into. Without one in place, if for some reason a trust is not properly funded, during the probate process state law will determine to whom one's assets will go, and who wants that?

No Comments

Leave a comment
Comment Information
Email Us For A Response

Tell Us About Your Case!

Our dedicated team of experienced attorneys bring years of successful litigation and courtroom experience to offer a fresh outlook for all your legal matters. Regardless of the complexity of your situation, our team can provide you with a thorough evaluation of your case and current legal standing. To request additional information regarding our services, please reach out to our offices at your earliest convenience by calling 814-299-5496.

Bold labels are required.

Contact Information

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.


Privacy Policy


100 Meadow Lane
Suite 5
DuBois, PA 15801

Phone: 814-299-5496
Fax: 814-375-5035
DuBois Law Office Map

Review Us