Chartered Advisor In Philanthropy (CAP®)

What is the primary purpose of a 'pour-over will' in an estate plan that includes a revocable living trust?

To distribute assets to heirs outside the trust To transfer probate assets into the revocable trust at death To establish a new charitable fund at death To replace the need for beneficiary designations

Correct Answer:

To transfer probate assets into the revocable trust at death

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