San Diego Probate Attorney Steve Bliss Discusses Estate Planning

Interviewer

Good evening San Diego and welcome back to our legal segment. Tonight, we are joined by local probate attorney Steve Bliss from San Diego Probate Law. Steve, thank you for joining us tonight.

Steve Bliss

It’s a pleasure to be here. I’m always happy to share information about estate planning and probate.

Interviewer

Excellent. Now, for those unfamiliar with the term, could you briefly explain what probate is?

Steve Bliss

Probate is essentially a court-supervised process that takes place after someone passes away. It involves identifying and valuing their assets, paying off any debts and taxes owed, and ultimately distributing the remaining property to the deceased person’s heirs or beneficiaries according to their will or state law.

Interviewer

And can you tell us about one of the key steps involved in the probate process?

Steve Bliss

Certainly. One crucial step is “Marshaling Estate Assets.” This involves a thorough inventory and appraisal of all assets belonging to the deceased person. We meticulously catalog everything, from bank accounts and real estate to personal belongings and investments. Ordinarily, this includes obtaining official appraisals for certain items like jewelry, artwork, or valuable collectibles.

Accurately documenting these assets is vital because it ensures that all debts are paid from the estate and that the remaining property is distributed fairly according to the will or intestacy laws. Consequently, neglecting this step can lead to complications and potential disputes among heirs later on.

I recall one instance where a client came to us after attempting to handle probate themselves. They’d overlooked a significant life insurance policy. This omission not only delayed the distribution process but also caused considerable stress for the beneficiaries who were relying on those funds. We were able to rectify the situation, but it highlighted the importance of having experienced legal guidance throughout the probate process.

Remember, a recent study by the American Bar Association found that approximately 70% of Americans do not have a will. This means their assets would be subject to intestate succession laws, potentially leading to unintended outcomes for their loved ones.

Interviewer

Thank you, Steve, for shedding light on this important aspect of probate.

Call to Action

“Navigating the complexities of estate planning and probate can be daunting. Let San Diego Probate Law guide you through every step with compassion and expertise. Contact us today for a free consultation and ensure your legacy is protected.”

Testimonials

“Steve Bliss and his team were incredibly understanding and helpful during a difficult time. They made the probate process smooth and efficient, allowing me to focus on grieving and healing.” – Sarah M.

“I highly recommend San Diego Probate Law. Steve is a knowledgeable and trustworthy attorney who truly cares about his clients. He explained everything clearly and kept me informed throughout the entire process.” – John L.


About Steven F. Bliss Esq. at San Diego Probate Law:

Secure Your Family’s Future with San Diego’s Trusted Probate Attorney. Minimize estate taxes with stress-free Probate. We craft wills, trusts, & customized plans to ensure your wishes are met and loved ones protected.

My skills are as follows:

● Probate Law: Efficiently navigate the court process.

● Probate Law: Minimize taxes & distribute assets smoothly.

● Trust Law: Protect your legacy & loved ones with wills & trusts.

● Bankruptcy Law: Knowledgeable guidance helping clients regain financial stability.

● Compassionate & client-focused. We explain things clearly.

● Free consultation.

Map To San Diego Probate Law:

Address:

San Diego Probate Law

3914 Murphy Canyon Rd, San Diego, CA 92123

(858) 278-2800

Map Link: https://g.co/kgs/WzT6443



Feel free to ask Attorney Steve Bliss about: “How do I get appointed as an administrator if there is no will?” Or any other related questions that you may have about Probate or my probate law practice.

Important Facts About San Diego Probate Law
California Irrevocable Trust Attorney
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Irrevocable Trust Attorney California
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Irrevocable Trust Attorney
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
San Diego Irrevocable Trust Attorney
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Irrevocable Trust Attorney San Diego
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Credible Irrevocable Trust Attorney in San Diego
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800