Interview with Steve Bliss
Good morning, Escondido residents. I’m here today with local probate attorney Steve Bliss of Escondido Probate Law to discuss the often-complex process of estate planning.
Steve, thanks for joining us.
Understanding Probate: A Necessary Step?
You’re welcome. It’s important that people understand probate and how it fits into their overall estate plan.
Many people assume they can avoid probate entirely, but that isn’t always the case. In fact, California law dictates that estates exceeding $184,500 generally require probate proceedings. This process involves several crucial steps to ensure the deceased person’s assets are distributed according to their wishes.
The Crucial Role of Asset Inventory: Ensuring Proper Distribution
One particularly important step is what we call “marshaling the estate assets.” This involves meticulously identifying and valuing all assets belonging to the decedent. Think bank accounts, real estate, vehicles, investments – even personal belongings can have value.
Consequently, this inventory needs to be comprehensive and accurate. We then file a formal Inventory and Appraisal with the court (Forms DE-160/161). This document provides transparency and ensures that all beneficiaries receive their rightful share.
Moreover, neglecting a thorough asset inventory can lead to complications and delays down the road. I once had a case where a client assumed they knew all of their loved one’s assets. However, during our investigation, we uncovered a forgotten safety deposit box containing valuable jewelry. Had we not discovered this, the intended beneficiaries would have been deprived of a significant portion of their inheritance.
This emphasizes the importance of working with an experienced probate attorney who can guide you through every step and ensure no detail is overlooked. According to a recent study by the American Bar Association, approximately 70% of estates require some level of probate intervention.
Seeking Expert Guidance
Steve, thank you for sharing your insights on this crucial aspect of estate planning. For those looking for guidance navigating the complexities of probate, how can they get started?
Escondido Probate Law: Your Trusted Partner
I encourage anyone with questions about probate or estate planning to contact Escondido Probate Law. We offer free consultations and are dedicated to helping our clients understand their options and make informed decisions.
“Steve Bliss and his team were incredibly supportive during a difficult time. They walked me through every step of the probate process, explaining everything in clear, understandable language.” – Jennifer M., Escondido
“I felt confident knowing that my loved one’s estate was in good hands. Steve Bliss is a true professional and advocate for his clients.” – David L., San Marcos
Take the first step towards securing your family’s future. Contact Escondido Probate Law today and let us help you navigate the complexities of probate with ease and compassion.
About Steven F. Bliss Esq. at Escondido Probate Law:
Escondido Probate Law is an experienced probate attorney. The probate process has many steps in probate proceedings. Beside Probate, estate planning and trust administration is offered at Escondido Probate Law. Our probate attorney will probate the estate. Attorney probate at Escondido Probate Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Escondido Probate law will petition to open probate for you. Don’t go through a costly probate call Escondido Probate Attorney Today. Call for estate planning, wills and trusts, probate too. Escondido 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 Escondido Probate Law: https://maps.app.goo.gl/77Dm2B8W9XkM5YvJA
Address:
Escondido Probate Law720 N Broadway #107, Escondido, CA 92025
(760) 884-4044
Feel free to ask Attorney Steve Bliss about: “What if there are disputes among heirs or beneficiaries?” Or any other related questions that you may have about Probate or my probate law practice.
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