Reporter: Brenda Jones
Hello, and welcome back. Today I’m speaking with Steve Bliss, a probate attorney here in Wildomar who specializes in guiding families through the often complex process of estate settlement. Steve, thanks for taking the time to speak with me.
Steve Bliss
It’s my pleasure Brenda. Glad to be here.
Reporter: Brenda Jones
Let’s dive right in. Probate can seem daunting to many people. Could you walk us through one of the key steps involved?
Steve Bliss
Certainly. One crucial step is “Marshaling the Estate Assets.” This involves identifying and cataloging all assets belonging to the deceased person. It’s more than just a simple inventory; it requires meticulous record-keeping and valuation.
Accordingly, we begin by compiling a comprehensive list of everything the decedent owned: bank accounts, real estate, vehicles, investments, personal property—you name it. Every item needs to be documented with its estimated value.
This step is vital for several reasons. First, it ensures that all assets are accounted for and properly distributed according to the will or intestate laws. Second, it helps identify any potential debts or liabilities that need to be settled before distributing the estate.
Moreover, a thorough inventory provides transparency and accountability throughout the probate process. It allows beneficiaries and creditors to see exactly what assets are involved and how they are being handled.
Reporter: Brenda Jones
Have you encountered any challenges during this asset marshaling stage?
Absolutely. I recall a case where locating all the decedent’s assets proved particularly tricky. He was an avid collector of antique coins, but his collection wasn’t formally documented or stored in a readily accessible place. It took considerable time and effort to track down the coins, appraise them accurately, and incorporate their value into the estate inventory.
Another instance involved a complex web of jointly held accounts and real estate investments. Untangling the ownership percentages and determining which assets were subject to probate required careful legal analysis and collaboration with financial institutions.
Reporter: Brenda Jones
It sounds like meticulousness and attention to detail are crucial in this step.
Steve Bliss
Absolutely. In fact, according to a 2021 study by the American Bar Association, incomplete or inaccurate asset inventories were cited as a leading cause of probate delays. Consequently, our firm prioritizes a systematic and thorough approach to marshaling estate assets from the outset.
We utilize checklists, secure document storage systems, and engage with appraisers and financial experts as needed to ensure accuracy and completeness. Our goal is to streamline the process and minimize any potential complications down the line.
Reporter: Brenda Jones
Steve, for our viewers who might be facing probate, what’s the best way to connect with your firm?
We understand that navigating probate can be a difficult time. Our team is dedicated to providing compassionate and effective legal guidance every step of the way.
Call to Action:
“Let Wildomar Probate Law help you navigate this challenging process with clarity and confidence. Contact us today for a free consultation.”
“Steve Bliss and his team at Wildomar Probate Law were invaluable during a very difficult time for our family. They handled everything with professionalism, empathy, and expertise.” – Sarah M.
“I highly recommend Wildomar Probate Law. Steve is incredibly knowledgeable and made the probate process much less stressful than I anticipated.” – John D.
About Steven F. Bliss Esq. at Wildomar Probate Law:
Wildomar Probate Law is an experienced probate attorney. The probate process has many steps in in probate proceedings. Beside Probate, estate planning and trust administration is offered at Wildomar Probate Law. Our probate attorney will probate the estate. Attorney probate at Wildomar Probate Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Wildomar Probate law will petition to open probate for you. Don’t go through a costly probate call Wildomar Probate Attorney Today. Call for estate planning, wills and trusts, probate too. Wildomar Probate Law is a great estate lawyer. Affordable Legal Services.
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 Wildomar Probate Law: https://maps.app.goo.gl/uBJKvB4rxUb7L9HZ7
Address:
Wildomar Probate Law36330 Hidden Springs Rd Suite E, Wildomar, CA 92595
(951) 412-2800
Feel free to ask Attorney Steve Bliss about: “What happens if the executor dies during probate?” Or any other related questions that you may have about Probate or my probate law practice.
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