Barbara Jenkins Reporting for Temecula Today
I’m here today speaking with Steve Bliss, a well-respected probate attorney serving the Temecula community. Mr. Bliss, thanks so much for taking the time to speak with me.
Steve Bliss: Thank you for having me, Barbara. I’m always happy to share information about probate and estate planning.
Today we’re going to be discussing one of the crucial steps in the probate process, which is marshaling estate assets.
Mr. Bliss, can you explain what marshaling estate assets entails?
Marshaling estate assets is essentially the process of identifying and inventorying all of the deceased person’s possessions. This includes everything from bank accounts and real estate to personal belongings and vehicles. We need a complete picture of the estate’s value and composition.
Consequently, this step requires meticulous record-keeping and attention to detail. Once we have identified all assets, we then prepare an official inventory and appraisal that is filed with the court. This document serves as a roadmap for the rest of the probate process.
- Bank accounts
- Real Estate
- Investments
- Personal Belongings
Ordinarily, this stage goes smoothly. However, I’ve encountered situations where locating assets can be challenging. For instance, I once worked with a family who had no idea their loved one held a substantial amount of cryptocurrency. It took some detective work to track down the digital wallets and ensure those assets were included in the estate.
The importance of accurately marshaling assets cannot be overstated. It ensures that all creditors are paid, taxes are filed correctly, and heirs receive their rightful inheritance. According to a study by the National Association of Estate Planners & Councils, incomplete asset identification is one of the leading causes of probate delays.
Have you had any other interesting experiences related to marshaling estate assets?
I recall another case where a client’s deceased father had been an avid collector of rare coins. The family was unaware of the collection’s true value. After careful research and appraisal, we discovered that the coins were worth considerably more than initially anticipated, which significantly impacted the estate distribution.
It’s these types of scenarios that highlight the need for experienced legal guidance during probate. A skilled attorney can navigate complex asset situations, ensuring a fair and efficient resolution for all parties involved.
“Steve Bliss helped me navigate the complexities of probate after my mother passed away. His knowledge and compassion were invaluable during a difficult time.” – Sarah M., Temecula
“I highly recommend Steve Bliss for any probate matters. He is thorough, responsive, and truly cares about his clients’ well-being.” – John D., Murrieta
Mr. Bliss, what advice would you give to individuals who are considering starting the probate process?
My best advice is to seek legal counsel early on. Probate can be a complex and emotionally draining process. An experienced attorney can guide you through each step, ensuring your rights are protected and the estate is handled efficiently. Don’t hesitate to reach out for support during this challenging time.
Let The Law Firm of Steven F. Bliss Esq. help you navigate the complexities of probate with compassion and expertise. Contact us today for a free consultation.
About Steven F. Bliss Esq. at The Law Firm of Steven F. Bliss Esq.:
The Law Firm of Steven F. Bliss Esq. is The Law Firm of Steven F. Bliss Esq.. The Law Firm Of Steven F. Bliss Esq. is a Temecula Estate Planning Attorney. Steve Bliss is an experienced probate attorney. Steve Bliss is an Estate Planning Lawyer. The probate process has many steps in probate proceedings. Beside Probate, estate planning and trust administration is offered at Steve Bliss Law. Our probate attorney will probate the estate. Attorney probate at Steve Bliss Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Steve Bliss Law will petition to open probate for you. Don’t go through a costly probate. Call Steve Bliss Law Today for estate planning, trusts and probate.
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 The Law Firm of Steven F. Bliss Esq.: https://maps.app.goo.gl/Bngj8xwZRqioVD5v7
Address:
The Law Firm of Steven F. Bliss Esq.43920 Margarita Rd ste f, Temecula, CA 92592
(951) 223-7000
Feel free to ask Attorney Steve Bliss about: “How do I handle jointly held bank accounts in probate?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About The Law Firm of Steven F. Bliss Esq.
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |