Chapter 05 · Succession & death
Pour-over will with living trust
Will that pours forgotten assets into trust.
Direct answer · 60-second summary
The 60-second version
Safety net: assets outside trust poured into trust after death.
Acronyms used in this guide
- RLT — Revocable Living Trust
Details
Safety net: assets outside trust poured into trust after death.
Every figure, rate, threshold, and deadline in this guide is drawn from a verifiable primary source listed at the bottom of the page. The article is updated whenever the underlying rules change, with a fresh review date stamped at the top.
Sources and references
Public sources verified as of the last review date (Florida Statutes, IRS, CRA, Canada-US Treaty).
- Source
Disclaimer
This guide is for educational purpose only. Figures, rates, thresholds, timelines and rules are drawn from public sources at the date shown and may change.
For any concrete decision, consult a Florida-licensed attorney, a cross-border tax attorney, or a Canadian lawyer or notary.