Good evening, San Diego. I’m Brenda Ramirez, and tonight we’re talking probate with local attorney Steve Bliss of San Diego Probate Law. Probate can seem daunting, but Steve is here to demystify the process.
Steve, thanks for joining us. Can you walk us through one of the key steps involved in estate planning?
Brenda, it’s a pleasure to be here. One crucial step is “Marshaling the Estate Assets.” This involves identifying and inventorying all assets belonging to the deceased person. It can include bank accounts, real estate, vehicles, investments, personal belongings, and even digital assets.
Consequently, a thorough inventory helps determine the total value of the estate. This information is vital for determining whether probate is necessary in the first place. Remember, if the estate’s value exceeds $184,500, probate proceedings are typically required in California.
Moreover, marshaling assets also involves obtaining appraisals for certain items, such as real estate or artwork, to establish their fair market value. This ensures accurate reporting and distribution of assets according to the deceased’s will or intestate succession laws.
Notwithstanding the meticulous nature of this step, it’s essential for ensuring a transparent and legally sound probate process. A common challenge I encounter is locating hidden assets, such as forgotten bank accounts or investments.
I recall one case where we discovered a substantial sum in an old savings account that the family was unaware of. It was heartwarming to see their relief when we were able to recover those funds and include them in the estate distribution. Ordinarily, meticulous record-keeping can prevent such surprises.
It’s estimated that approximately 30% of estates require professional assistance with asset location and valuation, highlighting the complexity of this step (American Bar Association).
That’s certainly a lot to consider! Any final thoughts for our viewers?
Probate can be complex, but it doesn’t have to be overwhelming. Seeking guidance from an experienced probate attorney like myself can make the process smoother and ensure that your loved one’s wishes are honored. Remember, proper planning is key. Don’t hesitate to reach out to us for a free consultation.
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*“Steve Bliss and his team were incredibly supportive during a difficult time. They made the probate process understandable and helped me navigate through it with confidence.” – Mary Johnson*
*“I highly recommend San Diego Probate Law. Steve’s expertise and compassion made a challenging situation much easier to handle. He truly cares about his clients.” – Frank Estate*
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: “What is the role of the executor or personal representative?” Or any other related questions that you may have about Probate or my probate law practice.
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