Meet Steve Bliss, Your San Diego Probate Expert
Good morning San Diego! I’m Tiffany Jones reporting live from the sunny streets of San Diego. Today we have the pleasure of speaking with Steve Bliss, a renowned probate attorney serving the San Diego community for over two decades.
Steve, thank you so much for joining us today. Let’s dive right in and talk about probate. It can seem like a daunting process, so could you shed some light on one particular step that might be confusing for our viewers?
Understanding the Probate Process: Marshaling Estate Assets
Steve Bliss: Certainly Tiffany. One crucial step in the probate process is what we call “marshaling the estate assets”. This involves a thorough inventory of all the deceased person’s assets, including real estate, bank accounts, investments, vehicles, and personal property.
Consequently, this stage requires meticulous attention to detail. We need to identify and locate every asset, determine its value, and document it meticulously in court-required forms like the Inventory and Appraisal (Forms DE-160/161). Think of it as piecing together a financial puzzle.
Moreover, this step often involves collaborating with financial institutions, accountants, and even family members to gather all necessary information. It’s not uncommon for hidden assets or unclear ownership to surface during this process.
One instance that comes to mind involved a client whose grandfather had passed away, leaving behind a modest estate. While reviewing his financial records, we discovered a forgotten safety deposit box containing antique coins valued at over $50,000. The family was incredibly grateful for this unexpected discovery.
Challenges and Solutions
Tiffany: That’s a heartwarming story, Steve. I imagine there can be challenges during this stage as well?
Steve Bliss: Absolutely. Sometimes locating all assets can be tricky. Deceased individuals may have multiple bank accounts or investments that family members are unaware of. Notwithstanding these hurdles, we utilize various resources to ensure a complete inventory. This includes contacting financial institutions, reviewing old documents, and even conducting online searches.
According to a 2021 study by the American Bar Association, approximately 30% of probate cases experience delays due to difficulties in locating or valuing assets. Our firm utilizes a systematic approach and proactive communication with all involved parties to minimize these potential delays and ensure a smooth probate process.
Seeking Expert Guidance
Tiffany: Steve, this information is invaluable for anyone navigating the complexities of probate. What advice would you give our viewers who are facing this challenging time?
Steve Bliss: Probate can be an overwhelming experience, especially during a period of grief. My best advice is to seek guidance from an experienced probate attorney. We understand the intricacies of the legal process and can guide you through each step with compassion and expertise.
Testimonials
“San Diego Probate Law made a difficult situation so much easier. They were incredibly knowledgeable, responsive, and always put my needs first. I highly recommend their services.” – Susan M.
“Steve Bliss is a true professional. He navigated the complexities of probate with skill and efficiency, ensuring that everything was handled smoothly and fairly. I couldn’t be happier with the outcome.” – Michael J.
If you are facing the loss of a loved one and need assistance navigating the probate process, contact San Diego Probate Law today for a free consultation. We’re here to help you through this challenging time with compassion and expertise.
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: “What role do beneficiaries play in probate?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About San Diego Probate Law
| California Asset Protection Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Asset Protection Trust Lawyer California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Asset Protection Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Asset Protection Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Asset Protection Trust Lawyer San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Asset Protection Trust Lawyer in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |