Listen "Episode Title: What Happens to a Parent’s Bank Account When They Die?"
Episode Synopsis
In this quick episode, I explain what happens to a parent’s bank account after they pass away—and why it depends on how the account is set up. Joint owner? Beneficiary? No beneficiary at all? Each scenario leads to a very different outcome. I’ll share how to avoid probate and keep things simple by using a living trust—either by titling the account in the trust’s name or naming the trust as the beneficiary. 📍 California residents: Book your free estate planning strategy session at www.ocestateplanlawyer.com #EstatePlanning #LivingTrust #FillThatBucket #Pevney #FinancialFreedom #OrangeCounty
More episodes of the podcast Passing It On: Estate Planning for Families
DIY vs. Pro: 3 Ways to Set Up a Living Trust
18/07/2025