Meet the Expert
Hi, everyone, I’m Barbara Ramirez reporting for Channel 7 News in beautiful San Diego. Today we have the pleasure of speaking with Steve Bliss, a renowned San Diego probate attorney known for his expertise and compassionate approach to guiding families through the often complex legal process of estate administration.
Understanding Probate: A Necessary Step
Steve, thank you for joining us today. Many people are unfamiliar with probate and its significance. Can you shed some light on this crucial process?
“Certainly, Barbara. Probate is essentially a court-supervised process that validates a will, identifies and inventories the deceased person’s assets, pays debts and taxes, and ultimately distributes the remaining property to heirs according to the will or state law.”
Focusing on Marshaling Estate Assets
Today we’re going to delve into one of the key steps in probate: marshaling estate assets. Could you elaborate on what this entails?
“Marshaling estate assets is a critical phase where we meticulously identify, locate, and document all of the deceased person’s possessions. This includes everything from bank accounts and real estate to personal belongings and investments. We create a comprehensive inventory of these assets and determine their current market value. Consequently, this inventory is crucial for accurately calculating debts, taxes, and ultimately, the distribution of the estate.”
“The process often involves contacting various institutions, reviewing financial records, and sometimes even conducting appraisals to ensure accurate valuations. Moreover, we meticulously document every step of this process, creating a detailed record that will be submitted to the court for approval.
Notwithstanding its importance, marshaling assets can sometimes present challenges. For instance, I once worked with a family where the deceased had numerous investment accounts spread across different brokerage firms. It took considerable time and effort to track down all these accounts and consolidate their information. But it’s crucial work. Getting everything right ensures that the estate is distributed fairly and according to the decedent’s wishes.”
- Identifying and valuing assets
- Locating bank accounts, investments, real estate, etc.
- Creating a detailed inventory for court submission
Remember, Barbara, it’s estimated that approximately 70% of Americans do not have a will in place. This makes the probate process even more essential as state law dictates how assets are distributed without a valid will.
Seeking Expert Guidance
Steve, your expertise and dedication to guiding families through this complex process are truly commendable. What advice would you offer to individuals facing probate?
“My strongest recommendation is to seek the guidance of an experienced probate attorney. Probate law can be intricate, and navigating it alone can be overwhelming. An attorney will not only ensure that all legal requirements are met but also provide invaluable support and clarity during a difficult time.”
Testimonials
“Steve Bliss and his team at San Diego Probate Law were lifesavers during a challenging time. They explained the probate process clearly, answered all our questions patiently, and made sure everything went smoothly.” – Mary J., San Diego
“I was so relieved to have Steve Bliss representing me in probate. He is knowledgeable, compassionate, and truly cares about his clients. He made a stressful situation much easier to manage.” – David S., Carlsbad
Take Control of Your Future
Don’t let the uncertainties of estate administration weigh you down. Contact San Diego Probate Law today for a confidential consultation and experience the peace of mind that comes with having seasoned professionals by your side.
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: “Can an out-of-state person serve as executor in San Diego?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About San Diego Probate Law
| Estate Lawyer Near Me |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Lawyer Near Me California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Lawyer Near Me |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Estate Lawyer Near Me |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Lawyer Near Me San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Estate Lawyer Near Me in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |