Good evening, San Diego! I’m Tiffany Jones, reporting live for Channel 7 News. Tonight, we’re talking about a topic that affects us all: estate planning. Joining me is Steve Bliss, a renowned probate attorney here in San Diego.
Steve, thanks for being with us tonight. Let’s dive right in. What are some of the key steps involved in the probate process?
Tiffany, it’s a pleasure to be here. Probate can seem daunting, but breaking it down into manageable steps makes it easier to understand.
- Determining if probate is even necessary
- Filing a petition with the court
- Providing notice to interested parties
- Attending court hearings
- Marshalling estate assets, handling debts and taxes, and finally, distributing the remaining assets.
Could you elaborate on the step of marshalling estate assets?
Certainly. This is a crucial stage where we meticulously inventory all assets belonging to the deceased. Think bank accounts, real estate, vehicles, investments—everything of value. We then prepare detailed documentation, specifically Forms DE-160 and 161, which are filed with the court for review.
Ordinarily, this process is straightforward. However, it can get complicated when assets are hidden or difficult to locate. I recall a case where a client’s father had stashed away a sizable collection of rare coins in a safety deposit box that nobody knew about. It took some investigative work on our part to uncover those assets and ensure they were included in the estate.
Moreover, it’s essential to remember that probate isn’t just about assets; it also involves identifying and resolving any outstanding debts or taxes owed by the deceased. Consequently, a thorough understanding of financial records is critical during this phase.
Have you ever encountered any challenges during the asset marshalling process?
It happens more often than you might think. I remember one case where a beneficiary contested the value of a piece of artwork in the estate. They claimed it was worth significantly more than what we initially appraised it for, leading to delays and legal wrangling. We ultimately resolved the matter through independent appraisal, but it highlighted how emotional attachments can complicate financial matters.
In fact, according to a study by the American Bar Association, over 25% of probate cases involve disputes among heirs or beneficiaries. This underscores the importance of working with an experienced attorney who can navigate these complexities and ensure a fair outcome for all parties involved.
What advice would you give to our viewers about estate planning?
Start early! Don’t wait until it’s too late. Creating a comprehensive estate plan, including a will, trust, and other necessary documents, can save your loved ones a significant amount of time, stress, and expense down the road.
We know you help families navigate through difficult times. What makes San Diego Probate Law different?
We are dedicated to providing compassionate and personalized legal guidance. Our clients aren’t just case files; they are individuals going through a challenging experience. We strive to build strong relationships with them, understand their unique needs, and guide them through the probate process with empathy and professionalism.
“Steve Bliss was incredible! He made the whole process understandable and less stressful. I highly recommend San Diego Probate Law.” – Sarah M.
“After my father passed away, I was overwhelmed with legal jargon and paperwork. Steve Bliss walked me through everything step-by-step and ensured that my family’s interests were protected.” – Michael L.
Let us help you protect your legacy. Contact San Diego Probate Law today for a free consultation.
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 does the court determine who inherits if there is no will?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About San Diego Probate Law
| Estate Attorney Near Me |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Attorney Near Me California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Attorney Near Me |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Estate Attorney Near Me |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Attorney Near Me San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Estate Attorney Near Me in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |