Make Legal Pennsylvania Pour Over Will Forms For Free

How do you write a pour-over will? Set up a living trust. Before you can make a pour-over will, you first need to create a living trust. ... Name your trustee as the beneficiary in your pour-over will. ... Name a will executor. ... Consider your other estate-planning needs.

Then you, as the testator (the will creator), and they as witnesses sign affidavits stating who you are and that you signed your will in the presence of witnesses. The process requires a notary who then notarizes your signatures. A self-proving will is readily admitted to probate as valid in Pennsylvania.

The main difference is in scope. A standard will is intended to account for the entirety of the deceased's estate. They provide instructions for distributing all assets. By comparison, a pour-over will only gives instruction for handling assets not included in the standard will.

If you are unable to receive a referral to a pro bono attorney to assist you in writing your will, you may be able to legally write one yourself. It is legal to handwrite a will in Pennsylvania. You should include two witness signatures in the written will, as well as your own signature and date.

In Pennsylvania, the law requires that the testator be at least 18 years old and of sound mind (mentally competent). In addition, the testator must declare that the will is his or hers in front of two witnesses -- and these witnesses must then sign the will in front of the testator.

Assets that should not be used to fund your living trust include: Qualified retirement accounts ? 401ks, IRAs, 403(b)s, qualified annuities. Health saving accounts (HSAs) Medical saving accounts (MSAs) Uniform Transfers to Minors (UTMAs) Uniform Gifts to Minors (UGMAs) Life insurance. Motor vehicles.