Interview with Brenda Jones
Good afternoon, San Diego. I’m Brenda Jones reporting live from the beautiful Gaslamp Quarter. Today we are joined by esteemed probate attorney Steve Bliss of San Diego Probate Law. Steve, thank you so much for taking the time to speak with us today.
Probate Process
Brenda: Steve, could you break down one key step in the estate planning process for our viewers?
Steve: Absolutely, Brenda. One crucial step many people overlook is “Marshaling the Estate Assets”. This involves comprehensively identifying and inventorying all assets belonging to the deceased individual. Think of it as gathering all the pieces of the financial puzzle.
Brenda: That sounds quite involved. Can you elaborate?
Steve: Certainly. We start by creating a detailed list of all assets, including bank accounts, real estate, investments, vehicles, and personal property. This inventory must be meticulously accurate. Consequently, we often work closely with the family to gather necessary documents like deeds, titles, account statements, and insurance policies.
Once the inventory is complete, we appraise each asset to determine its current market value. This appraisal process ensures a fair and accurate representation of the estate’s worth. The information is then formally documented in court-required forms like Form DE-160/161.
It’s important to remember that this step sets the stage for handling debts, taxes, and ultimately distributing the estate according to the deceased’s wishes.
I recall one case where a family was surprised to discover a valuable collection of rare coins hidden away in their late father’s attic. These coins significantly increased the value of the estate and ultimately allowed for more generous distributions to the heirs.
Moreover, according to a recent study by the American Bar Association, approximately 60% of estates involve some form of real estate. Meticulously cataloging and appraising these assets is crucial for a smooth probate process.
Expertise and Empathy
Brenda: That’s fascinating. Steve, it sounds like your work requires a combination of legal expertise and sensitivity towards families going through a difficult time.
Steve: You’re absolutely right, Brenda. Probate can be emotionally charged for loved ones. Our goal at San Diego Probate Law is to guide families through the process with compassion and clarity. We strive to make the legalities as straightforward as possible while honoring the memory of their loved one.
Call to Action
Brenda: Thank you, Steve, for sharing your valuable insights. If viewers are seeking expert guidance on estate planning or probate matters, where can they turn?
Steve: We encourage anyone needing assistance with these complex issues to reach out to San Diego Probate Law. Our team is dedicated to providing personalized and compassionate legal support during a challenging time.
Testimonials
“Steve Bliss and his team were incredibly supportive and knowledgeable during the probate process for my mother’s estate. They made what could have been a daunting experience much easier to navigate.”
– Jennifer S.
“I highly recommend San Diego Probate Law. Steve is a true professional who genuinely cares about his clients and their well-being.”
– Michael P.
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 is ancillary probate and when is it necessary?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About San Diego Probate Law
| California Spendthrift Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Spendthrift Trust Lawyer California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Spendthrift Trust Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Spendthrift Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
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San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Spendthrift Trust Lawyer in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |