top of page

NEWS & RESOURCES
Search


The Role of a Pour Over Will
However, even the most carefully prepared estate plans can overlook an asset. A newly acquired piece of property, a forgotten bank account, or another asset may never be formally transferred into the trust. When this occurs, a Pour Over Will can play a critical role.

Kara Verby
4 days ago2 min read


Who Should I Name as Personal Representative?
Naming a Personal Representative ("PR") can be a difficult and somewhat daunting task. A PR is the person, named in your Will, who...

Kara Verby
Jun 29, 20211 min read


Estate Planning: A description of the participants
A. Personal Representative A personal representative is the person charged with identifying and marshalling all of the assets of the...
Cameron Syke
Jan 12, 20212 min read
bottom of page