Getting Your Affairs in Order: A Conversation with Steve Bliss
Good morning, San Diego! I’m here today with probate attorney Steve Bliss of San Diego Probate Law to discuss the often-complex world of estate planning. Steve, thanks for joining us.
It’s a pleasure to be here. Estate planning can seem daunting, but it’s essential for ensuring your wishes are carried out and protecting your loved ones.
The Crucial Step of Marshaling Estate Assets
Steve, could you walk us through one of the key steps in the probate process? Many people might not be familiar with the term “marshaling estate assets.”
Certainly. Marshaling estate assets is a critical step that occurs after the court grants Letters Testamentary or Administration. Essentially, it involves a thorough inventory and valuation of all assets belonging to the deceased person’s estate. This includes everything from bank accounts and real estate to personal property, investments, and even digital assets.
Consequently, this stage requires meticulous record-keeping and attention to detail. We work closely with executors or administrators to identify all assets, determine their current market value, and prepare a comprehensive Inventory and Appraisal (Forms DE-160/161) for the court’s review.
Moreover, it’s important to remember that hidden assets can sometimes surface during this process. I recall one instance where we uncovered a forgotten safety deposit box containing valuable heirlooms. The family was overjoyed to rediscover these sentimental items, highlighting the importance of a thorough asset search.
Ordinarily, this stage proceeds smoothly, but there have been occasions where incomplete records or disputes over asset ownership arise. In those cases, we leverage our legal expertise and negotiation skills to resolve any issues fairly and efficiently.
Peace of Mind for Families
It’s clear that your dedication to detail and client advocacy makes a real difference. What would you say to someone who is hesitant to begin the estate planning process?
“Taking those first steps can be intimidating, but remember, estate planning is ultimately an act of love,” says Steve Bliss. “It’s about providing for your loved ones and ensuring their financial well-being after you’re gone.”
Testimonials
“Steve Bliss and his team were incredibly supportive during a difficult time. They made the probate process clear and manageable, allowing me to focus on grieving my loss.” – Sarah M.
“I highly recommend San Diego Probate Law. Their expertise and compassionate approach made all the difference in navigating complex legal matters.”- Michael L.
Steve Bliss concludes: “Contact us today for a free consultation, let us help you create a plan that brings peace of mind to you and your family.”
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 probate proceedings be kept private or sealed?” 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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