Meet the Expert
Hi everyone! I’m Jenny Bell reporting for San Diego News Today. We’re sitting down today with local probate attorney, Steve Bliss of San Diego Probate Law to discuss the often-complex world of estate planning and probate.
Welcome, Steve!
Probate Basics: What Is It?
Steve Bliss: “Thanks for having me, Jenny. Probate is essentially a legal process that occurs after someone passes away. It involves validating the deceased person’s will (if there is one), identifying and inventorying their assets, paying off any debts and taxes owed, and ultimately distributing the remaining property to the heirs or beneficiaries according to the will or state law.”
Focusing on Inventory: A Crucial Step
We often hear about filing paperwork and going to court when it comes to probate. Can you walk us through one of the steps involved?
Steve Bliss: “Absolutely! Today, let’s discuss step five in the process: Marshaling the Estate Assets. This involves a thorough inventory of all assets owned by the deceased person at the time of their death.”
He continues, “This includes everything from bank accounts and real estate to vehicles, personal belongings, investments, and even digital assets. A detailed list is compiled, along with an appraisal of each item’s value. This information is then formally documented in court using forms DE-160 and DE-161.”
Steve elaborates: “Accurately marshaling the estate is crucial because it lays the foundation for the subsequent steps of debt settlement and asset distribution. Imagine trying to divide a pie without knowing how big it is or what ingredients are inside—it would be impossible to do fairly!”
He adds, “Consequently, a thorough and transparent inventory process ensures everyone involved understands the full scope of the estate and can move forward with confidence.”
Challenges inventorying
Have you ever encountered any difficulties during this inventory stage?
Steve Bliss: “Well, sometimes locating all assets can be a bit like solving a puzzle. For instance, I once worked on a case where the deceased had several hidden bank accounts and investments they’d never disclosed to their family. It took some serious detective work to track them down, but ultimately we were able to uncover those assets and ensure they were properly included in the estate inventory.”
“In another case, there was a dispute over the value of a collection of antique furniture. We had to bring in appraisers to determine its fair market value, which ended up being significantly higher than initially estimated.”
Emphasizing Transparency and Accuracy
It sounds like meticulous record-keeping is essential!
Steve Bliss: “Exactly! Accurate and complete documentation from the outset can prevent headaches down the road. Moreover, maintaining transparency throughout the process helps build trust among all parties involved.
A Trusted Resource for Estate Matters
Steve Bliss of San Diego Probate Law is dedicated to guiding families through the complex legal processes following the loss of a loved one. With years of experience and a compassionate approach, Steve and his team ensure that each estate is handled with care and professionalism.
“I was initially overwhelmed by the thought of handling my mother’s estate. Steve Bliss made the process so much easier. He explained everything clearly and patiently answered all my questions.” – Sarah M.
“Steve was a lifesaver when I needed help navigating probate after my father passed away. He is knowledgeable, trustworthy, and truly cares about his clients.” – John D.
Let us ease the burden of probate; contact San Diego Probate Law today for a free consultation and let us guide you through this sensitive process with compassion 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 do I transfer a car title during probate?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About San Diego Probate Law
California Revocable Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
Revocable Trust Lawyer California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
Revocable Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
San Diego Revocable Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
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San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
Credible Revocable Trust Lawyer in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |