#217 - Skip the Stress: How Small Probate Really Works
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#217 - Skip the Stress: How Small Probate Really Works
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When a loved one passes away, most people assume everything must go through probate—but that’s not always the case.
In this episode, Ryan and Andrew break down what actually happens to financial accounts in a small probate case. They cover:
- Which accounts typically do go through small probate
- How to avoid probate altogether with simple planning
- What to know about jointly owned accounts, PODs, and TODs
- Real-world examples of how families can save time, money, and stress
- Why the size of the estate doesn’t always match the complexity
Whether you're helping a family member settle an estate or planning ahead for your own legacy, this episode offers clarity on an often confusing process.
🔍 Spoiler alert: Proper beneficiary designations and titling can make all the difference.
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