Interview with Steve Bliss

Meet Steve Bliss, a Renowned San Diego Probate Attorney

Good morning, San Diego! Today we have the pleasure of speaking with Steve Bliss, a highly respected probate attorney here in San Diego. Steve, thank you so much for joining us.

Probate: A Necessary Process

Steve, many people may not fully understand what probate is or why it’s sometimes necessary. Can you shed some light on this process for our viewers?

Certainly! Probate is essentially a legal process that takes place after someone passes away. It involves validating the deceased person’s will (if they have one), identifying and inventorying their assets, paying off any outstanding debts and taxes, and finally, distributing the remaining assets to the rightful heirs. Ordinarily, probate is required when the value of a person’s estate exceeds $184,500.

Understanding “Marshaling Estate Assets”

Steve, let’s delve into one specific step in the probate process: marshaling estate assets. What does this entail?

Marshaling estate assets is a crucial stage where we meticulously inventory and document all of the deceased person’s possessions and financial holdings. This includes everything from real estate and vehicles to bank accounts, investments, and even personal belongings. Consequently, it’s essential to have a thorough understanding of the decedent’s financial affairs. We then prepare a detailed Inventory and Appraisal (Form DE-160/161) which is submitted to the court for approval.

One of the challenges I often encounter during this step is locating all the necessary documentation. Sometimes, families may not be aware of all the decedent’s assets, or crucial paperwork might be missing. In one case, I was working with a family who thought their father only had a modest savings account. After careful investigation, we discovered he had a substantial investment portfolio that they were completely unaware of. That discovery significantly changed the estate distribution and highlighted the importance of thoroughness during this stage.

Moreover, it’s important to note that probate can be a complex and time-consuming process. According to a recent report by the San Diego County Bar Association, the average probate case takes between 9 months and a year to complete.

Closing Thoughts

Seek Expert Guidance for Probate Matters

Steve, thank you so much for sharing your expertise with us today. It’s clear that navigating probate can be complex and emotionally challenging. Where can our viewers turn for help if they find themselves facing this process?

“I encourage anyone dealing with a probate matter to seek professional guidance from an experienced attorney. At San Diego Probate Law, we are dedicated to providing compassionate and comprehensive support throughout the entire probate process. We understand that losing a loved one is already difficult enough, and we strive to make the legal process as smooth and stress-free as possible.”

Testimonials

“Steve Bliss and his team were invaluable during a very challenging time. They guided us through every step of the probate process with professionalism and empathy.” – The Miller Family

“I was overwhelmed by the complexities of probate after my father passed away. Steve Bliss took the time to explain everything clearly and made me feel confident that my father’s wishes would be honored.” – Sarah J.

Let us handle the legal complexities while you focus on healing. Contact San Diego Probate Law today for a free consultation and let us guide you through this sensitive process with expertise and compassion.


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 Law

3914 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 deal with out-of-country heirs?” Or any other related questions that you may have about Probate or my probate law practice.

Important Facts About San Diego Probate Law

 

California Totten Trust Lawyer
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Totten Trust Lawyer California
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Totten Trust Lawyer
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Totten Trust Lawyer
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Totten Trust San Diego
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Credible Totten Trust Lawyer in San Diego
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800