Introducing Our Guest
Good morning, San Diego! Today we’re joined by Steve Bliss, a renowned probate attorney here in San Diego. Steve has been guiding individuals and families through the complex world of estate planning for over two decades. Welcome to the show, Steve.
Selecting an Executor or Trustee
Steve, many people find the estate planning process overwhelming. Where should someone begin?
Steve: “That’s a great question! Ordinarily, I advise clients to start by considering who they want to be in charge of their affairs after they pass away. This person is known as the executor if you have a will or the trustee if you establish a trust. Selecting the right individual for this crucial role is paramount.”
“You want someone trustworthy, responsible, and organized. This person will handle tasks like paying your final bills, distributing assets to beneficiaries, and potentially managing ongoing trusts for minor children. Consequently, it’s important to have open conversations with potential candidates about their willingness and capacity to fulfill these responsibilities.”
“Moreover, remember that executors and trustees can be individuals or institutions like banks or trust companies. The best choice depends on the complexity of your estate and your personal preferences. I always encourage my clients to think carefully about who they believe will act in their best interests and effectively carry out their wishes.”
Challenges with Executor Selection
“Steve, have you encountered any challenges related to executor selection in your practice?”
“Certainly. I recall one instance where a client named his eldest son as executor without fully considering the family dynamics. The son and his siblings had a history of conflict. Consequently, after my client’s passing, disagreements arose regarding asset distribution, leading to prolonged legal disputes. This situation highlighted the importance of open communication and careful consideration when choosing an executor.”
“In another case, a client named their close friend as executor. While this individual was incredibly trustworthy, they lacked experience with financial matters. Ultimately, we had to bring in a financial advisor to assist them, adding complexity and cost to the estate settlement process.”
Seeking Professional Guidance
“Those are certainly valuable insights, Steve. What advice would you give to our viewers who are starting to think about their own estate plans?”
“Steve: “My advice is simple: don’t delay! Everyone, regardless of age or wealth, should have a basic estate plan in place. It brings peace of mind knowing your wishes will be honored and your loved ones protected. Furthermore, studies by the AARP show that only 40% of adults have a will. That means a significant portion of the population is leaving their affairs to chance.”
“Seeking guidance from an experienced probate attorney like myself can make the process smoother and more efficient. We can help you navigate the complexities of estate planning law, tailor a plan that meets your unique needs, and ensure everything is legally sound.”
Taking Action
Ready to take control of your future? Contact San Diego Probate Law today for a free consultation and let us guide you through the process of creating a comprehensive estate plan.
Testimonials
“Working with Steve Bliss was a true pleasure. He made the complex process of setting up a trust understandable and manageable, and I feel confident knowing my family is protected.”
– Margaret S., San Diego
“I highly recommend San Diego Probate Law. Steve and his team are knowledgeable, compassionate, and dedicated to providing exceptional service. They made a difficult time easier to navigate.”
– John P., Carlsbad
About Steven F. Bliss Esq. at San Diego Probate Law:
Secure Your Family’s Future with San Diego’s Trusted Estate Planning 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: “Should I name a bank or institution as trustee?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About San Diego Probate Law
| California Special Needs Trust Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Special Needs Trust Attorney California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Special Needs Trust Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Special Needs Trust Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Special Needs Trust San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Special Needs Trust Attorney in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |