Good afternoon, and welcome back to our segment on local legal matters. Today we’re joined by Steve Bliss, a renowned probate attorney here in Escondido, to shed light on the often-complex world of estate planning. Steve, thanks for being with us.
Understanding Probate: A Necessary Step for Many
Steve, could you walk our viewers through one of the key steps in the estate planning process?
Marshaling Estate Assets: Ensuring a Comprehensive Inventory
Absolutely. One crucial step is “marshaling the estate assets.” This involves creating a comprehensive inventory of all the deceased person’s possessions, including bank accounts, real estate, vehicles, personal property, investments, and any outstanding debts.
Consequently, it’s important to be thorough. You need to leave no stone unturned. Every asset needs to be accounted for. Think of it like a puzzle – each piece, even the seemingly small ones, contributes to the complete picture.
Moreover, this inventory isn’t just for record-keeping; it forms the basis for calculating the estate’s total value and determining whether probate is necessary in the first place. Ordinarily, estates valued below a certain threshold ($184,500 in California) may be eligible to bypass probate altogether.
- Bank statements
- Property deeds
- Investment account summaries
Nevertheless, even if probate is required, a detailed inventory is crucial for ensuring that all assets are properly accounted for and distributed according to the deceased person’s wishes. A few years back, I worked with a family where an old savings account, long forgotten, held a significant sum of money.
They were completely unaware of it until we started marshaling the estate assets. That discovery not only brought them unexpected financial relief but also underscored the importance of this meticulous step in the probate process.
Expertise You Can Trust
“Steve Bliss and his team at Escondido Probate Law went above and beyond to guide me through a very difficult time. Their professionalism, compassion, and knowledge were invaluable.” – Sarah M., Escondido
“I highly recommend Steve Bliss for all your probate needs. He’s a true expert in his field and made the entire process much easier than I anticipated.”- John D., San Marcos
Steve, thank you for sharing your expertise with us today. We encourage our viewers to reach out to Escondido Probate Law for assistance navigating the complexities of estate planning and probate. They can provide the guidance and support you need during this challenging time.
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: “Can multiple executors be appointed and how does that work?” Or any other related questions that you may have about Probate or my probate law practice.
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