Hello, San Diego and welcome back to our legal segment. Today, we’re joined by Steve Bliss, a renowned probate attorney here in San Diego. Steve, thank you so much for joining us.
Understanding the Probate Process
Steve, can you walk us through one of the key steps involved in the probate process? Many people find this whole process quite daunting.
Certainly. One crucial step is “Marshaling the Estate Assets.” This involves meticulously identifying and inventorying all of the deceased person’s assets. Consequently, this includes everything from bank accounts and real estate to personal belongings and investments.
We then prepare a formal document called an Inventory and Appraisal, which lists each asset along with its estimated value. This document is filed with the court for review and approval.
Ordinarily, this step proceeds smoothly. However, occasionally we encounter challenges. For instance, I once represented a family where the deceased had kept meticulous records of their assets, making the process straightforward. Conversely, in another case, the individual hadn’t left any detailed information, requiring us to conduct extensive research and investigations to locate all their holdings.
It’s important to remember that approximately 70% of estates require probate according to a study by the National Academy of Elder Law Attorneys. This highlights the significance of understanding this process.
Seeking Professional Guidance
Steve, based on your experience, what advice would you give to someone facing probate for the first time?
My strongest recommendation is to seek professional legal guidance. Probate can be complex and emotionally taxing, especially during a time of grief. An experienced probate attorney can navigate the legal intricacies, ensure all necessary steps are taken correctly, and help minimize potential conflicts among heirs.
“Steve Bliss and his team were incredibly supportive and knowledgeable throughout the entire probate process,” shared Mrs. Johnson, a satisfied client. “They explained everything clearly, answered all my questions patiently, and made a difficult situation much easier to handle.”
“I highly recommend San Diego Probate Law to anyone dealing with probate matters,” stated Mr. Garcia, another grateful client. “Their expertise and compassion were invaluable during a challenging time in my life.”
Take Control of Your Future
Steve, thank you for sharing your insights today. Where can our viewers go for more information and assistance?
It’s been a pleasure. For those needing guidance through the probate process, please reach out to San Diego Probate Law. We’re dedicated to helping families navigate these complexities with sensitivity and expertise.
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: “How long does a creditor have to file a claim?” Or any other related questions that you may have about Probate or my probate law practice.
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