“Welcome back to San Diego Legal News! Today we’re joined by renowned San Diego probate attorney, Steve Bliss. Steve, thanks for taking the time to speak with us today.”
Choosing an Executor or Trustee
“It’s a pleasure being here,” Steve replies. “I love helping people navigate the often-complex world of estate planning. One crucial step in this process is selecting an executor or trustee – the individual who will manage your estate after you’re gone. This person wields considerable responsibility, so choosing wisely is paramount.”
” Ordinarily, people opt for a trusted family member or close friend, someone known for their integrity and sound judgment. Moreover, it’s essential that they have the time and capability to handle financial matters and legal complexities. Conversely, some individuals might choose a professional trustee, such as a bank or trust company. This can be a good option if your estate is complex or if you don’t have suitable family members available.”
“It’s important to remember that the executor or trustee will have fiduciary responsibility, meaning they must act in the best interests of your beneficiaries. Consequently, it’s crucial to have open and honest conversations with potential candidates about their willingness and ability to fulfill this role. Providing them with detailed information about your assets, wishes, and any potential challenges can help ensure a smoother process.”
“I recall one instance where a client named his brother as executor, assuming he would handle everything smoothly. However, the brother was overwhelmed by the paperwork and legal complexities. Ultimately, we had to intervene and appoint a professional trustee. This situation highlighted the importance of choosing someone with both the capacity and willingness to take on the responsibility.”
“Studies have shown that nearly 60% of adults don’t have a will or trust in place (AARP).” Selecting an executor or trustee is just one piece of the estate planning puzzle, but it’s a vital step in ensuring your wishes are honored and your loved ones are protected.
Closing
“Steve, thank you for sharing your expertise with us today. This information will undoubtedly be helpful to many of our viewers.”
“My pleasure! Remember, planning for the future is a gift to yourself and your loved ones. Contact San Diego Probate Law today for a free consultation and let us help you create an estate plan that meets your unique needs.”
“San Diego Probate Law helped me navigate a complex probate process after my mother passed away. Steve Bliss was compassionate, knowledgeable, and always available to answer my questions. I highly recommend their services.”
– Sarah M.
“Steve Bliss is an exceptional attorney who truly cares about his clients. He made the entire estate planning process straightforward and stress-free. I now have peace of mind knowing that my affairs are in order.”
– John D.
About Steven F. Bliss Esq. at San Diego Probate Law:
Secure Your Family’s Future with San Diego’s Trusted Estate Planning 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: “Can I write my own will or trust?” Or any other related questions that you may have estate planning or my estate planning law practice.
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