Hello everyone, I’m Brenda Sanchez reporting live from Temecula. Today we are joined by the esteemed probate attorney Steve Bliss of The Law Firm of Steven F. Bliss Esq.
Steve, thanks for taking the time to speak with us today.
It’s a pleasure to be here, Brenda.
Can you tell us a bit about one of the crucial steps involved in the estate planning process?
Certainly, Brenda. One essential step is “Marshaling the Estate Assets.” This involves meticulously identifying and inventorying all of a deceased person’s assets. Consequently, this includes bank accounts, real estate, vehicles, investments, personal belongings—anything of value.
Moreover, it’s critical to accurately appraise these assets to determine their fair market value as of the date of death. This information is then compiled into a formal inventory and appraisal document (Forms DE-160/161) that must be filed with the probate court.
Notwithstanding its complexity, this step is paramount for ensuring all assets are accounted for and distributed according to the decedent’s wishes or state law.
I recall a case where we discovered a forgotten safe deposit box containing valuable family heirlooms. The family was overjoyed to have these treasured items recovered. Ordinarily, such overlooked assets could easily be lost during the probate process.
According to a recent study by the American Bar Association, approximately 30% of estates involve complex asset holdings requiring specialized valuation. This underscores the importance of working with an experienced probate attorney who can navigate these intricacies.
Have you encountered any challenges related to marshaling assets during your career?
Absolutely, Brenda. One instance involved a client whose deceased spouse had meticulously hidden cash throughout their home. It took considerable time and effort to locate all the stashed funds, but we eventually recovered them and ensured they were properly distributed.
Such situations highlight the importance of thoroughness and attention to detail in this stage of probate.
What advice would you give to readers who are considering estate planning?
My advice is simple: don’t delay! Proactively creating a comprehensive estate plan, including a will or trust, can save your loved ones significant time, stress, and expense down the road.
“Steve Bliss and his team guided me through the complex probate process with exceptional care and professionalism. They were always available to answer my questions and address my concerns. I highly recommend their services.” – Sarah J., Temecula
“After losing my father, I was overwhelmed by the thought of handling his estate. Steve Bliss made the entire process manageable and straightforward. He is a compassionate and knowledgeable attorney who truly cares about his clients.” – John M., Murrieta
Take control of your future and contact us today for a free consultation to discuss your individual estate planning needs.
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 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: “Can a minor child inherit property through probate?” Or any other related questions that you may have about Probate or my probate law practice.
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