Episode Summary:
In this debut episode, estate planning attorney Daniel Bernard explains what actually happens when someone dies without a comprehensive estate plan, and why having a will alone often isn’t enough. Daniel and host Kevin Rosenquist discuss the difference between probate and non-probate assets, the role of trusts, and how to avoid the costly and time-consuming probate court process. Daniel also shares what documents every adult should have in place and why families are often surprised, both for better and worse, when a loved one passes away.

Key Timestamps:

00:42 – What happens when someone dies with no plan or just a will

03:36 – What is the difference between probate and non-probate assets?

05:55 – Who inherits by default if there’s no will?

08:48 – Why a will doesn’t keep you out of court

10:59 – How trusts work and why they help you avoid probate

13:28 – Why every adult needs a healthcare proxy and power of attorney

15:46 – What surprises families the most during probate

17:38 – The limits of joint accounts and outdated beneficiary designations

19:29 – Why Daniel chose estate planning over litigation

21:16 – Why people delay estate planning, and why they shouldn’t

22:55 – The first step: how to start your estate plan

About the Show:
Estate Planning with Bernard Law is a practical, accessible podcast that helps families protect their assets and avoid unnecessary court battles. Featuring New York and Florida attorney Daniel Bernard, each episode covers the real-world questions and concerns that come up around wills, trusts, guardianship, and probate.

To Connect with Daniel Bernard:
Visit bernardestateplan.com
Call: (631) 378-2500
Email: [email protected]