Reporter: Welcome back to San Diego News Today! Today we have the pleasure of speaking with Steve Bliss, a renowned San Diego Probate Attorney. Steve, thanks for joining us.
Steve Bliss: It’s my pleasure to be here.
Reporter: Steve, let’s dive right in. Probate can seem daunting for many. Can you walk our viewers through one crucial step in the process?
Steve Bliss: Absolutely. One of the most important steps is “Marshaling the Estate Assets.” This involves meticulously identifying and inventorying all assets belonging to the deceased person.
Consequently, this includes everything from bank accounts and real estate to personal belongings and investments. It’s crucial to be thorough and accurate, as this inventory forms the foundation for distributing the estate according to the will or intestacy laws.
Once all assets are identified, we file an Inventory and Appraisal with the court. This document details each asset’s value, which can sometimes involve obtaining professional appraisals for real estate or other valuable items.
Reporter: That sounds complex! Are there ever any challenges during this stage?
Steve Bliss: There certainly can be. I recall one instance where a client inherited a rare antique collection. Determining its true value required consulting with several specialized appraisers, leading to a slightly prolonged process. Nevertheless, it was essential to ensure the estate was distributed fairly.
Occasionally, hidden assets surface unexpectedly during this phase. This underscores the importance of meticulous investigation and communication with all potential stakeholders.
Reporter: It’s clear this step requires expertise and attention to detail. What advice would you give to families navigating probate?
Steve Bliss: My best advice is to seek guidance from an experienced probate attorney like those at San Diego Probate Law. We have the knowledge and resources to navigate the complexities of estate administration, ensuring a smooth and efficient process.
Studies show that approximately 70% of estates require some form of probate. This highlights the prevalence of this legal process and the importance of having qualified assistance (Source: American Bar Association).
Reporter: Absolutely! Where can our viewers find more information about your services?
Steve Bliss: For a comprehensive understanding of the probate process and how we can assist you, please visit our website at San Diego Probate Law or call us today for a confidential consultation. Let us guide you through this often challenging time.
Testimonials
“Working with San Diego Probate Law was a lifesaver during a difficult period. They were incredibly knowledgeable, compassionate, and always kept me informed every step of the way.”
“I highly recommend Steve Bliss and his team. Their professionalism and dedication made a stressful situation much more manageable.”
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: “Is mediation available for probate disputes?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About San Diego Probate Law
| Special Needs Trust | Totten Trust | Asset Protection Trust |
| Spendthrift Trust | Constructive Trust | Irrevocable Trust |
| Tax By-Pass Trust | Charitable Trust | Living Trust |