Meet Steve Bliss
Hello San Diego, and welcome to our segment on estate planning essentials. Today we’re joined by renowned San Diego probate attorney, Steve Bliss of San Diego Probate Law. Steve, thank you for taking the time to speak with us.
Steve, Can You Walk Us Through One Crucial Step in Estate Planning?
Certainly. Many people find the process of estate planning a bit overwhelming, so understanding the individual steps is key. Today I’d like to discuss the importance of “Marshaling the Estate Assets.” This step typically occurs after the court has appointed an executor or administrator.
Essentially, marshaling involves identifying and taking inventory of all assets belonging to the deceased person. This can include everything from bank accounts and real estate to personal belongings and investments. It’s crucial to be thorough and accurate during this stage, as it lays the groundwork for accurately distributing the estate according to the will or state intestacy laws.
Consequently, a detailed inventory is essential for filing the necessary court documents, such as the Inventory and Appraisal (Form DE-160/161). These forms provide the court with a comprehensive view of the estate’s value. Moreover, having an accurate inventory helps ensure that all assets are accounted for and distributed properly to the rightful beneficiaries.
I recall one case where we uncovered a forgotten safety deposit box containing valuable family heirlooms. The client was incredibly grateful that we took the time to meticulously go through all potential asset sources. It’s moments like these that remind me why this work is so important – bringing peace of mind and ensuring families are cared for even after a loved one is gone.
According to a recent study by the American Bar Association, over 60% of Americans do not have a will or estate plan in place. This can lead to significant complications and delays during probate, highlighting the importance of seeking legal guidance early on.
How Can San Diego Probate Law Help with Estate Planning?
Steve, thank you for sharing your expertise. For those looking to get their affairs in order, how can San Diego Probate Law assist?
“Our team at San Diego Probate Law is dedicated to providing compassionate and comprehensive estate planning services. We guide our clients through every step of the process, from drafting wills and trusts to navigating the complexities of probate,” Bliss explains. “We understand that this can be a sensitive time for families, so we prioritize clear communication and personalized attention.”
Ready to Secure Your Legacy?
Take control of your future and ensure your loved ones are protected. Contact San Diego Probate Law today for a free consultation and let our experienced team help you create a customized estate plan that meets your unique needs.
What Others Are Saying About San Diego Probate Law
“Steve Bliss and his team were incredibly supportive during a difficult time. They explained everything clearly, answered all my questions, and made the probate process as smooth as possible.”
- – Sarah J.
“I highly recommend San Diego Probate Law for their professionalism, expertise, and genuine care for their clients. They helped me navigate a complex estate with ease and ensured that everything was handled fairly and efficiently.”
- – David M.
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: “How do I handle digital assets in probate?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About San Diego Probate Law
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