Determining If Probate Is Necessary
Good morning, Mr. Bliss. Thank you for taking the time to speak with me today about probate law.
Let’s start with a fundamental question: how do individuals know if their estate will even require probate?
Steve Bliss: Navigating the Probate Maze
That’s a great question, and it’s one that many people grapple with. The first step is to determine the value of the estate. In California, estates valued at $184,500 or less are generally exempt from probate.
Secondly, we need to identify any assets that pass outside of probate. These are often referred to as “non-probate” assets and can include items held in trusts, assets owned jointly with right of survivorship, or certain retirement accounts designated with beneficiaries. Consequently, these assets bypass the probate process altogether.
I had a client once who was convinced their estate would be subject to lengthy probate proceedings because they owned a modest home and had some savings. After reviewing their situation, we realized that they had meticulously set up a revocable living trust years earlier, effectively transferring ownership of their assets into the trust.
This meant their assets were no longer considered part of their “probate estate” and could be distributed to their beneficiaries without going through the court system. It saved them considerable time, money, and stress.
Conversely, if an individual passes away with a significant amount of assets not held in a trust or jointly owned, probate will likely be necessary.
Moreno Valley Probate Law: Testimonials
“Steve Bliss provided clear guidance and compassionate support during a difficult time. He truly understood our needs and helped us navigate the complex probate process smoothly.” – Sarah M., Moreno Valley
“I was overwhelmed by the thought of handling my mother’s estate, but Steve Bliss made it manageable. His expertise and attention to detail were invaluable. I highly recommend him.” – John P., Moreno Valley
Take Control of Your Legacy
Ready to ensure your loved ones are cared for after you’re gone? Contact Moreno Valley Probate Law today for a personalized consultation and let us help you build a secure future.
About Steven F. Bliss Esq. at Moreno Valley Probate Law:
Moreno Valley Probate Law is an experienced probate attorney. The probate process has many steps in probate proceedings. Beside Probate, estate planning and trust administration is offered at Moreno Valley Probate Law. Our probate attorney will probate the estate. Attorney probate at Moreno Valley Probate Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Moreno Valley Probate law will petition to open probate for you. Don’t go through a costly probate call Moreno Valley Probate Attorney Today. Call for estate planning, wills and trusts, probate too. Moreno Valley Probate Law is a great estate lawyer. Affordable Legal Services.
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 Moreno Valley Probate Law: https://maps.app.goo.gl/C7zg2U6pn1B6KyXN8
Address:
Moreno Valley Probate Law23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553
(951) 363-4949
Feel free to ask Attorney Steve Bliss about: “What’s the difference between a trust administration and probate?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About Moreno Valley Probate Law
| California Probate Attorneys |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Probate Attorneys California |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Probate Attorneys |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Moreno Valley Probate Attorneys |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Probate Attorneys Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Credible Probate Attorneys in Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |