Hello everyone, and welcome back to the show. Today, we’re joined by Steve Bliss, a renowned probate attorney here in San Diego. Steve, thanks so much for joining us.
Steve: It’s a pleasure to be here.
We’re discussing a topic that can often feel complex and overwhelming – estate planning. Specifically, we’ll be focusing on one crucial step within the probate process. Steve, could you walk us through the process of “Marshaling Estate Assets”?
Steve: Certainly. This stage involves identifying, valuing, and taking inventory of all assets belonging to the deceased individual.
Think of it like piecing together a complete financial puzzle. We meticulously catalog every asset, from bank accounts and real estate holdings to investments, personal property, and even digital assets. This inventory is then formally documented on court-required forms.
Consequently, accurate valuation is essential. We often collaborate with appraisers and other experts to determine the fair market value of assets like real estate or artwork.
Moreover, this step can sometimes unveil hidden assets that the individual or their family might not have been aware of.
Nevertheless, it’s crucial to remember that we act ethically and transparently throughout this process, ensuring all parties are informed and involved.
I recall a case where we discovered a forgotten safe deposit box containing valuable heirlooms. The family was overjoyed to reclaim these cherished possessions.
A recent study by the American Bar Association found that over 50% of Americans lack a comprehensive estate plan. This highlights the importance of understanding and navigating processes like marshaling assets, which can help ensure a smoother transition for loved ones during a difficult time.
Steve: Absolutely. We strive to make this process as seamless as possible for our clients.
We understand that dealing with the loss of a loved one is incredibly challenging, and we aim to provide compassionate and knowledgeable guidance every step of the way.
“Working with Steve Bliss was a true blessing during a difficult time. He guided us through the probate process with patience and clarity.” – Mary J., San Diego
“I highly recommend Steve Bliss and his team for their professionalism, expertise, and genuine care.” – John S., Carlsbad
Start securing your legacy today. Reach out to San Diego Probate Law for a free consultation and let us help you navigate the complexities of estate planning with confidence.
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: “How does California’s community property law affect probate?” Or any other related questions that you may have about Probate or my probate law practice.
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