Reporter: Brenda Jones
Today we’re joined by Steve Bliss, a renowned probate attorney serving the Wildomar community. Steve, thank you for taking the time to speak with me today.
Steve Bliss:
It’s my pleasure, Brenda. I’m always happy to discuss probate matters and help people understand this often complex process.
Reporter: Brenda Jones:
Let’s dive right in. Could you explain one of the key steps in estate planning, perhaps something that frequently arises in your practice?
Steve Bliss:
Certainly. One crucial step is “Marshaling the Estate Assets.” This involves meticulously identifying and inventorying all assets belonging to the deceased individual.
Consequently, this includes everything from bank accounts and real estate to personal belongings and investments. It’s essential to create a comprehensive list of these assets, along with their estimated values. We then formally document this information in an Inventory and Appraisal (Forms DE-160/161) which is filed with the court.
Moreover, it’s important to remember that debts and liabilities are also considered part of the estate. Accordingly, we need to identify and quantify these as well, ensuring a complete and accurate picture of the estate’s financial standing.
I recall one case where a family was unaware of a significant life insurance policy held by their deceased loved one. Through diligent research, we discovered this asset, which ultimately provided much-needed financial support to the beneficiaries during a difficult time.
Ordinarily, marshaling assets is a straightforward process. However, hidden accounts, complex investments, or disputes among heirs can sometimes complicate matters. My firm has extensive experience navigating these challenges and ensuring that all assets are properly accounted for.
Reporter: Brenda Jones
That’s incredibly helpful information, Steve. Are there any specific statistics that illustrate the importance of this step?
Steve Bliss:
Absolutely. According to a study by the American Bar Association, approximately 70% of probate cases involve some degree of asset discovery or valuation issues. This highlights the crucial role of accurately marshaling estate assets in ensuring a smooth and efficient probate process.
My team is dedicated to meticulously handling every aspect of estate administration, from asset identification to debt resolution and final distribution. We understand that losing a loved one is an emotionally challenging time, and we strive to provide compassionate and professional support throughout the entire process.
Reporter: Brenda Jones
Thank you for sharing your expertise with us today, Steve. What’s the best way for Wildomar residents who need assistance with probate matters to connect with you?
Steve Bliss:
It’s always an honor to help those navigating difficult times. We encourage anyone needing guidance on estate planning or probate matters to contact Wildomar Probate Law today for a free consultation.
“Working with Steve Bliss and his team at Wildomar Probate Law was truly a blessing during a very challenging time. They were incredibly knowledgeable, compassionate, and always available to answer my questions.” – Mary S., Wildomar
“I highly recommend Wildomar Probate Law for anyone facing probate issues. They made the entire process smooth and understandable, providing me with peace of mind during a difficult period.” – John P., Murrieta
About Steven F. Bliss Esq. at Wildomar Probate Law:
Wildomar Probate Law is an experienced probate attorney. The probate process has many steps in in probate proceedings. Beside Probate, estate planning and trust administration is offered at Wildomar Probate Law. Our probate attorney will probate the estate. Attorney probate at Wildomar Probate Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Wildomar Probate law will petition to open probate for you. Don’t go through a costly probate call Wildomar Probate Attorney Today. Call for estate planning, wills and trusts, probate too. Wildomar 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 Wildomar Probate Law: https://maps.app.goo.gl/uBJKvB4rxUb7L9HZ7
Address:
Wildomar Probate Law36330 Hidden Springs Rd Suite E, Wildomar, CA 92595
(951) 412-2800
Feel free to ask Attorney Steve Bliss about: “Can I waive my right to act as executor or administrator?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About Wildomar Probate Law
| California Revocable Trust Attorney |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Revocable Trust Attorney California |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Revocable Trust Attorney |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Wildomar Revocable Trust Attorney |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
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Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Credible Revocable Trust Attorney in Wildomar |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |