The Siegel Law Firm presents The Probate Pod

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A probate and estate planning podcast hosted by Jason Siegel, Esq. of The Siegel Law Firm, P.A. 

Episodes

  1. SEP 12

    The 5 Essential Estate Planning Documents

    In this episode of The Probate Pod with Jason Siegel, I break down the five most important estate planning documents every family should have in place. Whether you’re just starting your plan or updating an old one, these documents can make all the difference in protecting your loved ones and avoiding costly mistakes. You’ll learn about:  ✅ The Will – why it’s your basic roadmap  ✅ Trusts – and how they keep you out of probate  ✅ Durable Power of Attorney – for financial decisions  ✅ Health Care Surrogate – for medical choices  ✅ Living Will – to outline end-of-life wishes Estate planning isn’t just for the wealthy—it’s for anyone who wants peace of mind and control over their legacy.

    6 min

  2. JUL 11

    Estate Planning for Parents: Protecting Your Kids' Future

    If you have young children, your estate plan isn’t just about money—it’s about guardianship, stability, and peace of mind. In this episode, we break down what every parent needs to know: how to name a guardian, when to create a trust, and how to make sure your kids are protected no matter what. Don’t leave your family's future to chance—plan now while you can. #EstatePlanning #YoungFamilies #Guardianship #ParentingTips #TrustsAndWills #FinancialPlanning #ProtectYourKids #FamilyFirst #LegalTips #TheProbatePod

    5 min

  3. JUN 2

    How to Secure Your Digital Legacy: Estate Planning in the Digital Age

    Your Facebook, Apple ID, Instagram, and even your Android phone contain valuable personal memories and information. But what happens to it all when you're gone? In this video, estate planning attorney Jason Siegel breaks down how to secure your digital legacy — from naming a legacy contact on Facebook and Apple, to making sure your loved ones can access your digital assets. Learn how to take control of your online presence today to protect your family tomorrow. 👉 This is a must-watch for anyone with a smartphone, social media, or digital accounts! 🔔 Download a free copy of our Estate Planning Workbook https://www.servingyourlegalneeds.com/free-estate-planning-workbook/ 🎧 Listen to our podcast: The Probate Pod with Jason Siegel 📞 Contact us: www.ServingYourLegalNeeds.com #estateplanning  #digitallegacy #willandtrusts #floridaattorney #legacyplanning #facebooklegacy #appleid #androidtips #probatepod #thesiegellawfirm #secureyourlegacy #trustattorney

    6 min

  4. MAY 26

    Funding Your Trust | The Probate Pod with Jason Siegel, Esq.

    Think your estate plan is done just because you signed your trust? Think again. In this episode of The Probate Pod, Jason Siegel, Esq. explains one of the most overlooked steps in estate planning—funding your trust. Learn how to properly title your assets, what happens if you skip this step, and why even the best-drafted trust won't help your family if it's left empty. 📚 Based on the insights from Jason's new book The Gift of a Good Plan. ⚠️ IMPORTANT NOTE: This video provides general information on how to fund a trust, but it is not a substitute for legal advice. You should always consult your estate planning attorney to determine: Which assets should be placed in your trustWhen to name your trust as a beneficiaryWhether certain items should not be transferred into the trust at allYour estate plan is personal—and the details matter.

    7 min

  5. MAY 19

    Trusts & the Homestead Exemption: Interview with St. Lucie County Property Appraiser Michelle Franklin

    In this episode of The Probate Pod with Jason Siegel, we’re joined by Michelle Franklin, the Property Appraiser for St. Lucie County, Florida, to discuss an issue that affects countless homeowners: what to do after transferring your home into a revocable trust—and how it can impact your homestead exemption. We cover:  ✅ Why a trust can help your family avoid probate  ✅ How to preserve your homestead exemption after transferring your home  ✅ What documents the Property Appraiser’s Office needs to see  ✅ What happens if you forget to notify the office This is essential listening for Florida homeowners and anyone working on their estate plan. 👉 Subscribe to The Probate Pod with Jason Siegel—available wherever you download your podcasts. #EstatePlanning #FloridaHomestead #RevocableTrust #ProbateAvoidance #StLucieCounty #MichelleFranklin #PropertyAppraiser #TheProbatePod #JasonSiegel

    13 min

  6. MAY 17

    Next Steps After a Loved One Passes

    In this episode, Jason walks you through the essential first steps to take when a loved one passes away in Florida. From ordering death certificates (yes, you'll need multiple copies!) to figuring out whether probate is necessary, this episode offers practical advice for families navigating one of life’s hardest moments. Whether you're dealing with a recent loss or just planning ahead, this episode is a must-listen for understanding how to protect your loved one’s legacy. 📝 Key topics: How many death certificates you need (with and without cause of death)Probate vs. non-probate assetsWhen to contact an estate planning attorneyWhy a will alone may not avoid probateThe importance of having a plan in place📍Serving Palm Beach, Martin, and St. Lucie Counties  🖥️ Learn more at www.servingyourlegalneeds.com 📞 Call (561) 743-4001 for a free consultation

    5 min

  7. 04/03/2022

    Why do I need a Last Will and Testament

    In this episode, Jason Siegel, Esq. of The Siegel Law Firm, PA discusses the important of having a Last Will and Testament.

    7 min

  8. 12/22/2021

    How to Avoid Probate in Florida

    In this episode, Jason Siegel, Esq., of The Siegel Law Firm, P.A. discusses some great ways to avoid probate in Florida.

    9 min

  9. 12/07/2021

    Welcome to Florida, do I need to update my Estate Documents?

    In this episode, Jason Siegel, Esq. discusses whether you need to update your estate planning documents after moving to the State of Florida.

    7 min

  10. 12/01/2021

    How Long Does Probate take in Florida?

    In this episode, Jason Siegel, Esq., of The Siegel Law Firm, P.A. discusses the typical time frame associated with the two most common probates in Florida - Summary and Formal Administration.

    5 min

  11. 11/28/2021

    How to Avoid Probate on your Home in Florida

    In this episode, Jason Siegel of The Siegel Law Firm, PA discusses options of how to avoid probate of your primary residence in Florida.

    8 min

  12. 11/24/2021

    What Happens if you Die without a Will? (featuring stories about James Dean and Bob Marley)

    What happens if you die without a Last Will and Testament? Do your assets go to the State or the federal government? Who gets to decide where your assets ultimately go? In this episode, Jason Siegel, Esq., of The Siegel Law Firm, P.A., answers these questions with examples of some celebrities who passed away without a Will --- James Dean and Bob Marley.

    5 min
  • 12 Episodes

Ratings & Reviews

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2 Ratings

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A probate and estate planning podcast hosted by Jason Siegel, Esq. of The Siegel Law Firm, P.A. 

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