Reporter: Jenny Jones
Today, we’re talking with Steve Bliss, a prominent probate attorney here in Temecula, about the complexities of estate planning and administration.
Steve Bliss: Probate Attorney
Thank you for having me, Jenny. It’s important to me that people understand the process and feel comfortable seeking help when they need it.
Jenny Jones: Steve, let’s dive into one specific step in the probate process. Can you walk us through “Marshaling the Estate Assets”?
Certainly. Marshaling estate assets is a critical step where we identify, inventory, and appraise all of the deceased person’s property. This includes everything from bank accounts and real estate to personal belongings and investments.
Ordinarily, this begins with reviewing financial records, account statements, deeds, and titles. We often work closely with the family to locate important documents and gain a complete picture of the decedent’s holdings. Consequently, it’s essential to be thorough and accurate during this stage as any overlooked assets can lead to complications later on.
Moreover, we create a formal inventory list detailing each asset and its estimated value. This document is then filed with the court as part of the probate process.
- Bank accounts
- Real Estate
- Investments
- Personal Belongings
It’s crucial to remember that this step can sometimes be emotionally challenging for families, especially when sorting through personal belongings. My team and I approach these situations with sensitivity and respect, always mindful of the grief and loss the family is experiencing.
Jenny Jones: Have you encountered any particular challenges with marshaling assets during your career?
I recall a case where the decedent had numerous investment accounts spread across different institutions. Tracking down all the accounts and consolidating information proved to be time-consuming, but we were ultimately successful in locating and valuing every asset.
In another instance, the family was unaware of a hidden safe deposit box containing valuable jewelry and important documents. Discovering this unexpected asset underscored the importance of thoroughness during the inventory process.
According to a recent study by the American Bar Association, approximately 25% of probate cases involve disputes over assets, highlighting the need for meticulous record-keeping and accurate valuations.
Jenny Jones: What advice would you give to readers who are starting the estate planning process?
Start early! Don’t wait until a crisis arises. Consulting with an experienced probate attorney can help you create a comprehensive plan that minimizes future complications and protects your loved ones.
Remember, estate planning isn’t just about wills; it encompasses trusts, powers of attorney, healthcare directives—all essential tools for ensuring your wishes are carried out.
Testimonial 1
“Steve Bliss and his team were incredibly helpful during a difficult time. They guided us through every step of the probate process with professionalism and compassion.” – The Smith Family
Testimonial 2
“I was overwhelmed by the prospect of handling my mother’s estate, but Steve made it manageable. He explained everything clearly and answered all my questions patiently.” – Sarah Jones
For peace of mind and to ensure your legacy is protected, let us help you navigate the complexities of probate and estate planning. Contact The Law Firm of Steven F. Bliss Esq. today for a free consultation.
About Steven F. Bliss Esq. at The Law Firm of Steven F. Bliss Esq.:
The Law Firm of Steven F. Bliss Esq. is The Law Firm of Steven F. Bliss Esq.. The Law Firm Of Steven F. Bliss Esq. is a Temecula Estate Planning Attorney. Steve Bliss is an experienced probate attorney. Steve Bliss is an Estate Planning Lawyer. The probate process has many steps in probate proceedings. Beside Probate, estate planning and trust administration is offered at Steve Bliss Law. Our probate attorney will probate the estate. Attorney probate at Steve Bliss Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Steve Bliss Law will petition to open probate for you. Don’t go through a costly probate. Call Steve Bliss Law Today for estate planning, trusts and probate.
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 The Law Firm of Steven F. Bliss Esq.: https://maps.app.goo.gl/Bngj8xwZRqioVD5v7
Address:
The Law Firm of Steven F. Bliss Esq.43920 Margarita Rd ste f, Temecula, CA 92592
(951) 223-7000
Feel free to ask Attorney Steve Bliss about: “How can I find out if a probate case has been filed?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About The Law Firm of Steven F. Bliss Esq.
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