An Interview with Steve Bliss

Welcome back to San Diego Legal News. I’m here today with Steve Bliss, a renowned San Diego probate attorney known for his expertise and compassionate approach. Steve, thanks for joining us.

Understanding Probate: A Critical Step

Steve, could you shed some light on one of the crucial steps in the estate planning process? Many people are unfamiliar with probate and its significance.

“Certainly,” says Steve. “One vital step involves marshalling the estate assets. This essentially means identifying and taking inventory of all assets belonging to the deceased person. We meticulously compile a list, which can include bank accounts, real estate, vehicles, investments, personal property, and even digital assets.”

“Ordinarily, we’d then file an Inventory and Appraisal (Forms DE-160/161) with the court detailing the value of each asset. This step is critical for several reasons. First, it provides a clear picture of the decedent’s financial holdings, which is necessary to determine if probate is even required.”

“Moreover, accurately valuing the assets helps in calculating any estate taxes owed and ensures that creditors receive proper payment. It also guides us in distributing the remaining assets to the rightful heirs according to the will or state intestacy laws.”

Notwithstanding its importance, I’ve encountered challenges with this step on occasion. Once, a client’s deceased father had invested heavily in rare coins. Locating and valuing these assets required specialized knowledge and expertise, which ultimately delayed the probate process. We eventually connected with a reputable numismatist who provided accurate appraisals, allowing us to proceed smoothly.”

“Remember,” Steve emphasizes, “that over 70% of estates involve some form of real estate according to recent data from the National Association of Realtors. Accurately valuing these properties is crucial for a fair and efficient probate process.

Seeking Expert Guidance

Steve, your insights are invaluable. For anyone navigating the complexities of probate, what advice would you offer?

“My strongest recommendation is to seek guidance from an experienced probate attorney,” Steve advises. “The process can be intricate and emotionally taxing, especially during a time of grief. Having a skilled legal professional by your side ensures that all legal requirements are met, assets are properly distributed, and potential disputes are minimized.”

“Think of us as your advocates and guides, helping you navigate this challenging journey with clarity and compassion.”

Testimonials: Recognizing Excellence

“Steve Bliss and his team were incredibly supportive during a difficult time. They explained every step of the probate process clearly and patiently, making me feel confident that my mother’s estate was in good hands.” – Maria S.

“I highly recommend San Diego Probate Law. Steve is a true professional who goes above and beyond for his clients. He helped us resolve complex issues efficiently and with empathy. We are eternally grateful for his expertise and guidance.” – John D.

Unlocking Peace of Mind

Let us help you navigate the complexities of probate with confidence and compassion. Contact San Diego Probate Law today to schedule a consultation and discover how we can provide peace of mind during life’s transitions.


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: “What happens when an estate includes a business?” Or any other related questions that you may have about Probate or my probate law practice.

Important Facts About San Diego Probate Law

 

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