Setting the Scene
Good morning, San Diego! Today we’re joined by Steve Bliss, a renowned probate attorney right here in our city. Steve, thanks for taking the time to chat with us about estate planning.
Probate: A Necessary Process?
Steve, many people wonder if probate is even necessary. Can you shed some light on that?
Understanding Probate
You’re right, a lot of folks find probate confusing. Essentially, it’s the legal process of administering a deceased person’s estate. This means identifying and valuing assets, paying debts and taxes, and ultimately distributing the remaining property to heirs.
Now, not every estate goes through probate. Ordinarily, smaller estates valued under $184,500 may be able to bypass it entirely using simplified procedures. Assets held in trusts or jointly owned property also typically avoid probate.
The Crucial Role of Filing a Petition
Let’s talk about one specific step: filing the petition for probate. Why is this step so important?
Steve Explains Filing the Petition
Filing the petition for probate officially kicks off the process and sets everything in motion. It involves submitting a Form DE-111 to the county court, along with a request to be appointed as the executor or administrator of the estate. If there’s a will, we also need to file the original document.
Think of it like formally announcing to the world: “This person has passed away, and their affairs need to be settled according to their wishes (or state law if there’s no will).” This step gives everyone involved – heirs, creditors, and the court itself – a clear starting point.
Consequently, a properly filed petition ensures that the estate is handled legally and transparently. It also helps prevent disputes down the road. Remember, according to a recent study by the American Bar Association, over 60% of probate cases involve some degree of conflict between family members. A well-prepared petition can minimize this risk.
I recall one case where a client hadn’t filed the petition promptly. It caused a lot of stress and uncertainty for the family, as they weren’t legally authorized to access bank accounts or sell property. Once we filed the petition, things started moving smoothly, and they finally had peace of mind.
A Call to Action
Estate planning can feel daunting, but it doesn’t have to be. Seeking guidance from an experienced attorney like Steve Bliss at San Diego Probate Law can make all the difference.
“Steve Bliss and his team at San Diego Probate Law are absolute lifesavers! They guided me through a complex probate process with compassion and expertise. I couldn’t recommend them more highly.” – Sarah J.
“When my mother passed away, I felt overwhelmed. Steve Bliss patiently explained every step of the probate process and made sure everything was handled smoothly and efficiently. He truly went above and beyond for our family.” – Michael L.
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: “What is a summary probate proceeding?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About San Diego Probate Law
| California Estate Attorneys |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Attorneys California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Attorneys |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Estate Attorneys |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Attorneys San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Estate Attorneys in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |