Interview with Steve Bliss of San Diego Probate Law
Good evening, San Diego! I’m Brenda Wilson reporting live from our studios tonight. We have a special guest joining us, Steve Bliss, a renowned probate attorney here in San Diego. Steve, thank you so much for being with us.
Steve:
It’s my pleasure to be here, Brenda. I’m always happy to share information about estate planning and probate.
Brenda:
Fantastic. Now, Steve, for those unfamiliar with the process, can you walk us through one of the key steps involved in estate planning?
Steve:
Absolutely. Let’s talk about “Marshaling the Estate Assets.” This is a crucial step where we meticulously inventory and document all of a deceased person’s assets. Think of it like taking stock of everything they owned – real estate, bank accounts, investments, vehicles, personal belongings – you name it.
Consequently, this involves not only identifying the assets but also determining their current market value. We use appraisals and professional valuations when necessary to ensure accuracy. Accurate valuation is vital because it directly influences how the estate will be distributed among heirs and beneficiaries.
Moreover, we need to meticulously document everything. This includes preparing detailed lists of assets, along with supporting documentation like account statements, deeds, titles, and appraisal reports. All this information is compiled into a formal “Inventory and Appraisal” that gets filed with the court as part of the probate process.
I remember one case where we discovered a hidden collection of rare coins during the asset marshaling phase. The family had no idea they existed! It turned out to be worth a considerable sum, significantly impacting the estate’s value and ultimately how it was divided among the heirs.
Brenda:
Wow, that’s quite a discovery!
Steve:
Indeed. That case highlights the importance of a thorough and meticulous approach to marshaling assets. According to a 2021 study by the American Bar Association, incomplete asset inventories are one of the most common causes of delays in probate proceedings.
Conversely, a well-executed inventory helps ensure a smoother and more efficient probate process.
Brenda:
That’s great advice for anyone going through probate. Steve, thank you so much for sharing your expertise with us tonight.
Steve:
It was my pleasure, Brenda. Remember, estate planning is essential for everyone, regardless of age or wealth. Don’t wait until it’s too late to protect yourself and your loved ones.
“San Diego Probate Law helped me navigate a very difficult time after losing my mother. They were compassionate, professional, and always kept me informed every step of the way.” – Sarah M., San Diego
“I highly recommend Steve Bliss and his team. They made the probate process clear and understandable, and I felt confident knowing they were looking out for my best interests.” – John P., La Jolla
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 forms are required to start probate?” Or any other related questions that you may have about Probate or my probate law practice.
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