[WSBAPT] Pour-Over Will and RLT Title Issue

[Robin Swanson]

Hello,

I have a probate situation where the decedent had a pour-over will, but the
revocable living trust was never funded during life. The sole beneficiary
is serving as Personal Representative in probate. The pour-over directs the
estate assets into the trust, but since there is only one beneficiary and
no other interested parties, can the PR deed the property directly to
himself without first transferring it into the trust, or could this cause
title issues in the future?

I heard this could be documented via TEDRA with multiple beneficiaries, but
this is a sole beneficiary. But even in this case, where everyone agrees,
is it a good idea?

Thank you in advance for your thoughts and suggestions.


-- 


Robin Swanson

Secure Legal Legacy, PLLC


*NOTICE: Secure Legal Legacy will be closed 4/13/26-4/17/26. *


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