How this service helps
Creating a trust does not automatically transfer your home into it. A deed into trust may be needed to place real estate into the intended trust ownership. A pour-over will can direct certain probate assets to a trust after death, but it does not eliminate probate for those assets. These documents should coordinate with the trust’s terms and your property arrangements.
Help your trust plan work as intended
A trust is part of a larger plan. The way your property is titled and the instructions in your will should support that plan. Deeds into trust and pour-over wills help connect those pieces, each serving a different purpose. We help you understand which step you need and why it matters.
Two documents, connected goals
We explain the role of each document so you can see how it fits into your existing arrangements.
A deed into trust
Used to transfer an interest in real estate into the appropriate trust ownership.
A pour-over will
Directs certain assets in your probate estate to your trust after death, providing a coordinated set of instructions.
A coordinated review
Consider the property deed, trust documents, and existing will together.
When to revisit trust funding
You may have created a trust but never transferred your home, purchased a new property, or noticed that an older deed still shows a different owner. You may also need a will that works with your existing trust. These are useful reasons to review the documents together and identify the next step.
Bring the plan you already have
We begin with your signed trust, amendments, current deed, and existing will. We discuss your goals and the document preparation you need, then explain the proposed changes. You do not need to know the terminology before you contact us. Tell us what you have and what you want to accomplish.
Your questions, answered
Does signing a trust mean it is fully funded?
No. Funding depends on the actual ownership or beneficiary arrangements for each asset. Real estate typically requires a properly prepared and recorded deed.
Can a pour-over will fix every funding issue?
No. It may direct probate assets into the trust, but probate can still be required and other ownership or beneficiary arrangements may control.
What documents are helpful for review?
Bring the complete signed trust and amendments, the current property deed, mortgage information, and any existing will.
Wondering how this fits your life?
You do not need to know exactly which document to request. Tell us about your family, your goals, and your questions. We will help you identify the next step, in English or Spanish.