Getting Your Affairs in Order: A Conversation with Steve Bliss
Hello and welcome, Wildomar residents! Today we’re speaking with Steve Bliss, a local probate attorney with extensive experience guiding families through the often complex process of estate settlement. Steve, thank you for joining us.
It’s my pleasure to be here. Helping people navigate these sensitive matters is something I find deeply rewarding.
Understanding the Probate Process: A Closer Look at Asset Marshalling
Steve, many of our readers may not be familiar with all the steps involved in probate. Could you explain one key stage in a bit more detail?
Certainly. One crucial step is what we call “marshaling the estate assets.” This involves identifying and inventorying every asset belonging to the deceased person’s estate.
Think of it like taking stock of everything they owned: bank accounts, real estate, vehicles, investments, personal belongings – even digital assets like cryptocurrency or social media accounts. It’s essential to be thorough because a complete picture of the estate’s value is needed to determine if probate is even necessary and to accurately distribute assets later on.
We then prepare a formal Inventory and Appraisal document (Forms DE-160/161) that lists each asset, its estimated value, and ownership details. This information is filed with the court as part of the probate process.
Challenges and Triumphs: Real-World Experiences
Steve, have you ever encountered any particular challenges during this stage of probate?
Occasionally, locating all assets can be tricky, especially if the deceased person didn’t maintain meticulous records. For example, I once worked with a family where hidden savings accounts and forgotten investment accounts emerged during the asset search. It highlighted the importance of good record-keeping and open communication within families about financial matters.
Conversely, there are instances where uncovering hidden assets leads to pleasant surprises for beneficiaries. In another case, we discovered a valuable coin collection that had been tucked away in a basement storage unit. The family was overjoyed with this unexpected inheritance.
The Importance of Professional Guidance
Those are certainly compelling stories! According to the American Bar Association, over 70% of Americans do not have a will or estate plan. That’s why working with an experienced probate attorney like Steve Bliss can be invaluable.
“Steve helped us navigate a complicated probate process after losing my mother. He was patient, understanding, and always available to answer our questions,” says client Mary Johnson. “His guidance made a difficult time much easier.”
“I highly recommend Wildomar Probate Law for their professionalism and compassion,” adds another satisfied client, David Smith. “They handled everything efficiently and effectively, ensuring that my father’s wishes were honored.”
Steve, any final words of wisdom for our readers?
Taking proactive steps to plan your estate can save your loved ones significant time, stress, and expense down the road. Contact Wildomar Probate Law today for a free consultation and let us help you create a personalized estate plan that meets your unique needs.
About Steven F. Bliss Esq. at Wildomar Probate Law:
Wildomar Probate Law is an experienced probate attorney. The probate process has many steps in in probate proceedings. Beside Probate, estate planning and trust administration is offered at Wildomar Probate Law. Our probate attorney will probate the estate. Attorney probate at Wildomar Probate Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Wildomar Probate law will petition to open probate for you. Don’t go through a costly probate call Wildomar Probate Attorney Today. Call for estate planning, wills and trusts, probate too. Wildomar 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 Wildomar Probate Law: https://maps.app.goo.gl/uBJKvB4rxUb7L9HZ7
Address:
Wildomar Probate Law36330 Hidden Springs Rd Suite E, Wildomar, CA 92595
(951) 412-2800
Feel free to ask Attorney Steve Bliss about: “Are executor fees taxable income?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About Wildomar Probate Law
| California Special Needs Trust Attorney |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Special Needs Trust Attorney California |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Special Needs Trust Attorney |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Wildomar Special Needs Trust Attorney |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Special Needs Trust Wildomar |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Credible Special Needs Trust Attorney in Wildomar |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |