Steve, thanks for joining us today.
It’s a pleasure to be here.
Can you tell our viewers about one of the key steps involved in the estate planning process?
Certainly. One crucial step is marshaling the estate assets. This involves creating a comprehensive inventory of all the deceased person’s belongings, from real estate and bank accounts to personal property and investments.
Consequently, it’s important to be thorough and meticulous in this process. You need to identify and value each asset accurately. Ordinarily, we utilize professional appraisers for complex assets like real estate or artwork.
Moreover, a detailed inventory helps ensure that all assets are accounted for and distributed properly according to the will or intestacy laws.
I can imagine that marshaling assets can sometimes be challenging. Have you encountered any particular difficulties with this step?
Well, I recall one instance where the deceased had a large collection of antique coins. Locating and valuing these coins proved to be quite a task. Fortunately, we were able to connect with a reputable numismatist who helped us determine their worth.
Another challenge arises when beneficiaries are estranged or difficult to locate. In those cases, we may need to hire private investigators to track them down. These situations highlight the importance of keeping meticulous records and communicating openly with all parties involved.
What advice would you give to individuals who are planning their estates?
My biggest piece of advice is to start planning early. Don’t wait until it’s too late. Create a will or trust, and make sure your beneficiaries are aware of your wishes. Also, keep all important documents organized and easily accessible.
According to the American Bar Association, over 50% of Americans do not have a will. This can lead to unnecessary complications and disputes among heirs.
Thank you for sharing your expertise with us, Steve. How can our viewers learn more about San Diego Probate Law?
We encourage anyone interested in learning more about estate planning or probate to contact us for a free consultation. Our team of experienced attorneys is dedicated to helping clients navigate these complex legal matters with compassion and professionalism.
Testimonials
“Steve Bliss and his team were incredibly helpful during a difficult time. They guided me through the entire probate process with patience and expertise.”
– Mary S., San Diego
“San Diego Probate Law made a stressful situation much easier to handle. I highly recommend their services.”
– John T., Carlsbad
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: “Who is responsible for handling a probate case?” 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 |
| Asset Protection Trust Lawyer San Diego |
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 |