Meet Steve Bliss
Good evening, San Diego. I’m Tiffany Jones, and tonight we’re joined by local probate attorney, Steve Bliss. Steve, thanks for taking the time to speak with us.
Understanding Probate
Steve, can you break down the probate process for our viewers? What are some of the key steps involved?
“Certainly, Tiffany. The probate process is a legal procedure that takes place after someone passes away. It involves settling their estate, paying debts and taxes, and distributing assets to heirs and beneficiaries.”
Focusing on Asset Inventory
Let’s focus on one particular step – marshaling the estate assets. Can you walk us through what that entails?
“Marshaling the estate assets is a crucial stage in probate. It involves identifying, valuing, and documenting all of the deceased person’s possessions. Think of it like taking a complete inventory of their life – real estate, bank accounts, vehicles, personal belongings – everything. We meticulously list each asset, determine its current market value, and formally record this information in court documents.”
“This step is essential for transparency and fairness. Creditors need to know what assets are available to satisfy any outstanding debts, and beneficiaries deserve a clear understanding of what they will inherit.”
Challenges in Asset Inventory
Are there ever challenges with this asset inventory process?
“Occasionally, we encounter situations where locating all assets can be tricky. For instance, I once worked with a family who had no idea their loved one owned a small plot of land out of state. We eventually tracked it down through old tax records, which turned out to be a significant asset for the heirs.”
“In another case, hidden bank accounts emerged during the inventory process, leading to unexpected financial benefits for the beneficiaries. These experiences highlight the importance of meticulous research and thoroughness in marshaling estate assets.”
It’s estimated that approximately 30% of estates involve some form of hidden or forgotten asset (Source: National Association of Estate Planners & Councils).
Seeking Guidance
Steve, why is it important for families to seek legal guidance during probate?
“Probate can be complex and emotionally charged. Having an experienced attorney by your side simplifies the process, ensures compliance with all legal requirements, and helps minimize potential conflicts among heirs. We act as advocates, guiding families through each step and protecting their interests.”
Testimonials
“Steve Bliss and his team at San Diego Probate Law were lifesavers during a difficult time. They handled everything with compassion and professionalism, making the process much smoother than I anticipated.” – Sarah M.
“I highly recommend San Diego Probate Law. Steve’s knowledge and expertise are unmatched. He answered all my questions patiently and kept me informed every step of the way.” – John D.
Unlocking Peace of Mind
Don’t navigate the complexities of probate alone. Contact San Diego Probate Law today for a free consultation and let us guide you toward a peaceful resolution.
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 Law3914 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: “Are probate court hearings required in every case?” Or any other related questions that you may have about Probate or my probate law practice.
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