Pour-Over Wills in Wrigley

Start with the trust named in the will

Compare the pour-over will with the trust document it refers to. Check names, dates, amendments, and any other details used to identify the trust. If you have signed more than one trust document or changed the trust over time, gather each version rather than assuming the will points to the latest one.

Keep the roles distinct: the will states your directions for property handled under the will; the trust sets out its own terms and trustee role. An executor and a trustee are not automatically the same person or acting under the same authority.

Compare ownership now with the plan

A will that directs property to a trust does not, by itself, show that the trust already holds that property. Make a simple inventory that separates assets titled in the trust’s name from assets titled individually or jointly, and note any beneficiary designation you know applies. Do not infer ownership from an old will, account statement, or trust schedule without checking the relevant records.

This comparison helps frame two different questions: what your documents direct at death, and what ownership arrangements are currently in place. A review can identify items to investigate; it does not establish that a particular transfer is appropriate or that every asset will be handled the same way.

• Prepare a one-page list with each asset, the name or names shown on its latest record, any known beneficiary designation, and the document or institution to check next.
• Gather the signed will, trust and amendments, plus recent deeds or account records you already have. Mark anything that appears inconsistent or is uncertain.

If real property may be outside the trust

For property in Hickman County, a recorded deed may be relevant to checking how real estate is titled. UT CTAS lists a separate county Register of Deeds contact at 114 North Central Avenue, Suite 104, Centerville; confirm the contact location before visiting. A directory listing or recorded document does not determine whether title is clear or which transfer or court procedure applies.

Wrigley is an unincorporated Census-designated place, not a separate functioning municipal government. For this ownership question, focus on the property record and the documents that describe the trust rather than assuming there is a Wrigley city recorder.

Questions to take into a review

Bring the comparison list and ask: Does the will identify the intended trust and account for amendments? Which assets appear to be outside the trust, and what records would help confirm their ownership? Are any beneficiary designations or jointly held assets relevant to the plan? If property remains outside the trust, what would happen under the documents, and would estate administration need to be considered?

Dale Law Group, PLLC offers pour-over wills, revocable living trusts, and probate administration as separate planning and administration services. The firm’s office is in Murfreesboro and serves Tennessee; this page does not imply a Wrigley office.