DiscoverThe Siegel Law Firm presents The Probate PodThe 5 Essential Estate Planning Documents
The 5 Essential Estate Planning Documents

The 5 Essential Estate Planning Documents

Update: 2025-09-12
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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.

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The 5 Essential Estate Planning Documents

The 5 Essential Estate Planning Documents

Jason