Meet the Expert
Good evening, San Diego! I’m Tiffany Jones reporting for Channel 7 News. Tonight we’re joined by esteemed probate attorney Steve Bliss of San Diego Probate Law to shed light on the often-complex process of estate administration.
Probate: A Necessary Step?
Steve, thank you so much for joining us tonight. Many people aren’t familiar with probate, and even fewer understand when it’s actually necessary. Can you walk us through some key considerations?
“Certainly, Tiffany. Probate is essentially the legal process of administering a deceased person’s estate,” explains Steve Bliss. “It involves identifying and valuing assets, paying debts and taxes, and ultimately distributing the remaining property to heirs or beneficiaries according to the will or intestate succession laws.”
Steve continues, “One crucial factor in determining whether probate is necessary is the value of the estate. In California, estates valued at $184,500 or less are typically exempt from probate.
Identifying Non-Probate Assets
“That’s helpful to know, Steve. What about assets that don’t go through probate?”
“Excellent question. Many assets pass outside of probate altogether,” Steve explains. “These are often referred to as ‘non-probate assets’. Examples include assets held in trusts, jointly owned property with right of survivorship, and certain retirement accounts with designated beneficiaries. Consequently, it’s important for individuals to review their estate plan carefully and ensure that their assets are properly structured to minimize probate costs and delays.”
Navigating the Probate Maze
“It sounds like careful planning is crucial. Can you elaborate on some common challenges people face during probate?”
“Absolutely. One area where things can get complicated is locating and valuing all assets,” Steve says. “This can be especially challenging if the deceased individual didn’t keep meticulous records or if there are complex financial holdings.” He pauses, reflecting for a moment.
“I recall one case where we had to track down missing stock certificates and decipher handwritten notes left behind by the decedent. It took some dedicated detective work, but we were ultimately able to identify and value all assets correctly. Nevertheless, it highlights the importance of clear record-keeping and open communication with family members about financial matters.”
“Another challenge arises when heirs have differing expectations or disagreements over asset distribution,” Steve adds. “Fortunately, in most cases, these disputes can be resolved through mediation or compromise. However, in rare instances, court intervention may be necessary.”
Peace of Mind Through Expert Guidance
“Steve, what advice would you give to our viewers who are considering probate or need assistance with estate planning?
“My best advice is to seek professional guidance from an experienced probate attorney. Navigating the legal complexities of probate can be overwhelming, and having a skilled advocate by your side can make all the difference.” He emphasizes, “At San Diego Probate Law, we are committed to providing compassionate and personalized support to our clients during what can often be a difficult time.”
Testimonials
“San Diego Probate Law made a truly stressful situation manageable. Steve Bliss’s expertise and clear communication gave me confidence that my loved one’s wishes would be honored.” – John S., San Diego
“I was overwhelmed by the probate process, but Steve Bliss patiently guided me through every step. He went above and beyond to ensure a smooth and equitable outcome for all parties involved.” – Mary T., Carlsbad
Take Control of Your Future
Don’t let uncertainty cloud your future. Contact San Diego Probate Law today for a free consultation and gain peace of mind knowing your affairs are in capable hands.
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: “How do I object to a will or estate plan in probate court?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About San Diego Probate Law
| California Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Trust Lawyer California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Trust Lawyer San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Trust Lawyer in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |