Pour-Over Will

Pour-Over Will

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: Pour-Over Will

Pour-Over Will definition:  A pour-over will is a legal document that upon your death transfers assets to an established living trust that you did not transfer during your lifetime.

Download our free Family Office Report to learn more about the family office industry.

Read more Family Office Definitions

Tags: What is pour-over will?, pour-over will definition, pour-over will family office, pour-over will term, define pour-over will, pour-over will wealth management, pour-over will multi-family office, pour-over will single family office

Leave Your Response

* Name, Email, Comment are Required

We run the Family Offices Group, the #1 largest family office association with 84,000+ global members. We offer live events, a bestselling book, Webinars, a family office database, and a family office training & certificate program called the Qualified Family Office Professional (QFOP). To get to know us please watch this 2 minute video, and contact us any time during pacific business hours by calling (212) 729-5067 or emailing us at Clients@FamilyOfficesGroup.com.

Free Family Office Report (PDF)

Contact Details for 1,000 Family Offices in Excel

A little about us

about as

The Family Offices Group was founded six years ago and since has grown to be the largest association in the industry providing training, industry reports, and services to over 1,000 family offices around the globe.

Family Office Education Center

Our team provides a family office training platform, association, monthly newsletter, and a book published by Wiley & Sons to help you and your team learn more about family office fundamentals, investment models, and best practices.

Video Library

White Papers

Keep in Touch