Getting to Know Steve Bliss
Hi Steve, thanks for taking the time to speak with me today. I’m Lisa Johnson, a reporter with the Temecula Times.
Understanding Probate: A Necessary Process
Steve, could you explain a bit about the probate process and why it’s important?
Probate is the legal process of administering a deceased person’s estate. It involves identifying and inventorying assets, paying debts and taxes, and ultimately distributing the remaining property to heirs or beneficiaries. While it might seem complicated, probate serves a crucial purpose: ensuring that a person’s wishes are carried out and their assets are handled responsibly.
The Crucial Step of Marshalling Estate Assets
Steve, you mentioned inventorying assets. Could you elaborate on the step of “marshaling estate assets”?
Certainly. Marshaling estate assets is a fundamental part of the probate process. It involves locating and identifying all of the deceased person’s assets, including bank accounts, real estate, investments, vehicles, personal property, and any other valuables. This requires careful record-keeping and often involves contacting various institutions and individuals.
Moreover, it’s crucial to accurately assess the value of each asset. Accordingly, we often work with appraisers to determine fair market values, especially for items like real estate or valuable collectibles.
Consequently, a detailed inventory is then compiled and filed with the court as part of the probate proceedings.
Challenges in Marshaling Assets
Have you encountered any challenges during this step?
There are times when locating assets can be difficult. For instance, I once worked with a family where the deceased had numerous investments spread across different brokerage firms. It took considerable effort to track down all of the accounts and gather the necessary documentation.
In another case, we discovered hidden assets that the deceased had not disclosed to their family. While this was an unexpected development, it ultimately led to a fairer distribution of the estate.
The Importance of Thoroughness
Those are certainly compelling examples. It seems like thoroughness and attention to detail are paramount in this step.
You’re absolutely right. Missing even a single asset can have significant consequences for heirs and beneficiaries.
Notwithstanding these challenges, we strive to conduct a comprehensive and meticulous search for all assets. Our goal is to ensure that the probate process is as transparent and equitable as possible.
The Law Firm of Steven F. Bliss Esq.: Trusted Probate Experts
How can people in Temecula access your expertise?
We encourage anyone facing probate matters to contact our firm for a free consultation. Our experienced team is dedicated to guiding clients through every step of the process, providing clear explanations and compassionate support.
Testimonials:
“Steve Bliss and his team were lifesavers during a difficult time. They handled my father’s estate with professionalism and empathy, making a complex process much easier.”
– Jennifer S., Temecula
“I highly recommend The Law Firm of Steven F. Bliss Esq. for probate matters. Their expertise and attention to detail were invaluable in ensuring that my mother’s wishes were honored.”
– David M., Murrieta
Let us help you navigate the complexities of probate with care and understanding. Contact us today to schedule a confidential 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 are minor beneficiaries handled in probate?” Or any other related questions that you may have about Probate or my probate law practice.
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