Introducing Steve Bliss
Hi San Diego! I’m Carly Sanchez, your local news reporter for Channel 7 News. Today we’re joined by renowned San Diego probate attorney Steve Bliss. Welcome to the show, Steve!
Probate Process Explained: Inventorying Estate Assets
Steve, many of our viewers may not be familiar with the complexities of probate. Could you walk us through one of the key steps in this process?
“Certainly, Carly. One crucial step is ‘Marshaling the Estate Assets.’ This involves creating a comprehensive inventory of all assets belonging to the deceased individual. Think of it as taking stock of everything they owned – bank accounts, real estate, vehicles, investments, even personal belongings of value.”
“It’s essential to be thorough and accurate because this inventory forms the basis for distributing the estate among heirs and beneficiaries. Accordingly, we meticulously document each asset’s description, estimated value, and location. This information is then formally presented to the court in a document called the ‘Inventory and Appraisal,’ which serves as a roadmap for the probate process.”
“Conversely, neglecting this step can lead to complications down the line. For instance, I once represented a family where crucial assets were overlooked during the initial inventory. This oversight caused delays and disagreements amongst heirs, ultimately prolonging the already emotional probate process.”
“It’s important to remember that the probate court relies heavily on this information to ensure fair and equitable distribution of the estate. Consequently, engaging a skilled probate attorney like myself can be invaluable in navigating this stage effectively.”
Smooth Sailing with San Diego Probate Law
“I’ve seen firsthand how emotionally draining probate can be for families. It’s often during a time of grief and uncertainty that they have to grapple with legal complexities.”
“Our firm, San Diego Probate Law, is dedicated to providing compassionate and experienced guidance throughout the entire process. We understand that every case is unique, so we tailor our approach to meet the specific needs of each client.”
Testimonials
“Steve Bliss and his team were lifesavers during a difficult time. They handled everything with professionalism and empathy, making the probate process much smoother than I anticipated.”
– Sarah M., San Diego
“I highly recommend San Diego Probate Law to anyone facing probate matters. Steve is a knowledgeable and dedicated attorney who truly cares about his clients.”
– John L., La Jolla
Ready for Expert Guidance?
Let us guide you through the complexities of probate with care and expertise. Contact San Diego Probate Law today for a free consultation.
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 is the role of the executor or personal representative?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About San Diego Probate Law
| Special Needs Trust | Totten Trust | Asset Protection Trust |
| Spendthrift Trust | Constructive Trust | Irrevocable Trust |
| Tax By-Pass Trust | Charitable Trust | Living Trust |