A Conversation with San Diego Probate Attorney Steve Bliss
Good evening, San Diego! Tonight we’re speaking with renowned probate attorney Steve Bliss about the vital process of estate planning. Steve, thank you so much for joining us.
The Importance of Selecting an Executor or Trustee
Steve, many people might not realize the importance of choosing a trustworthy executor or trustee. Can you explain why this step is so crucial?
You’re absolutely right. Choosing an executor or trustee is perhaps one of the most important decisions in the estate planning process. This individual will be responsible for carrying out your wishes as outlined in your will or trust after you are gone. Consequently, they will manage your assets, pay any outstanding debts and taxes, and distribute your property according to your instructions.
Ordinarily, people choose a close family member, trusted friend, or even a professional fiduciary like a bank or trust company to serve in this role. It’s important to select someone who is responsible, organized, and capable of handling complex financial matters. Conversely, choosing someone unsuitable can lead to delays, complications, and potential disputes among heirs.
Moreover, I encourage people to have open conversations with their chosen executor or trustee beforehand. Explain your wishes in detail and ensure they understand the responsibilities involved. This proactive approach helps minimize surprises and ensures a smoother transition after you’re gone.
Notwithstanding careful planning, there can be unforeseen circumstances. I once worked with a client who named their eldest child as executor. Unfortunately, that child developed a serious health issue shortly before the client passed away. In this situation, we had to petition the court for an alternate executor, highlighting the importance of having backup options.
According to a study by Caring.com, nearly 60% of adults don’t have a will or trust in place. This statistic underscores the need for proper estate planning and choosing the right individuals to carry out your wishes.
Seeking Expert Guidance
Steve, what final advice would you give our viewers about estate planning?
Estate planning may seem complex, but it doesn’t have to be overwhelming. Taking these steps ensures that your loved ones are cared for and your assets are distributed according to your wishes. Remember, a well-crafted estate plan provides peace of mind for both you and your family.
Testimonials
“Steve Bliss made the entire probate process so much easier for me during a difficult time. His professionalism and compassion were invaluable.”
– Maria S., San Diego
“I highly recommend Steve Bliss and San Diego Probate Law. They are experts in their field and truly care about their clients.”
– John D., Carlsbad
Begin safeguarding your legacy today. Let San Diego Probate Law guide you through the process with expertise and empathy. Your future self will thank you.
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: “What is a trust restatement?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About San Diego Probate Law
| Special Needs Trust | Totten Trust | Asset Protection Trust |
| Spendthrift Trust | Constructive Trust | Irrevocable Trust |
| Tax By-Pass Trust | Charitable Trust | Living Trust |