How Does a Pour-Over Will Work with a Trust in Pennsylvania? | Pennsylvania Probate | FastCounsel
PA Pennsylvania

How Does a Pour-Over Will Work with a Trust in Pennsylvania?

What is a pour-over will and how does it work with a trust? - Pennsylvania

The Short Answer

A pour-over will is a will designed to “catch” assets that are still in your individual name at death and direct them into your trust. In Pennsylvania, this is generally allowed, but it does not automatically avoid probate—assets that are only in your name may still need to go through the estate process before they can be transferred to the trust.

Why You Should Speak with an Attorney

While the statute provides the general rule, applying it to your specific situation is rarely simple. Legal outcomes often depend on:

  • Strict Deadlines: Even with a trust plan, probate filings and creditor/tax timelines can still matter if assets are in your sole name at death.
  • Burden of Proof: If the will or trust is challenged (capacity, undue influence, authenticity), the estate can end up in litigation and the “pour-over” plan may be delayed or disrupted.
  • Exceptions: A key statutory pitfall is that if the trust is entirely revoked before death, the pour-over gift can fail unless the will clearly directs otherwise. See 20 Pa.C.S. § 2515.

Because a pour-over will is often only as effective as your trust funding and beneficiary designations, an attorney can review titles, account ownership, and plan documents to reduce the risk of unintended probate, disputes, or distributions that don’t match your intent.

Get Connected with a Pennsylvania Attorney

Do not leave your legal outcome to chance. We can connect you with a pre-screened Probate attorney in Pennsylvania to discuss your specific facts and options.

Find a Pennsylvania Attorney Now

Disclaimer: This article provides general information under Pennsylvania law and does not create an attorney-client relationship. Laws change frequently. For legal advice specific to your situation, please consult with a licensed attorney.

The information on this site is for general informational purposes only, may be outdated, and is not legal advice; do not rely on it without consulting your own attorney.