Reporter: Brenda Jones
Today, we’re talking with Steve Bliss, a renowned probate attorney serving the Wildomar community. Steve, thanks for joining us.
Steve Bliss: My pleasure, Brenda. I’m always happy to discuss probate and estate planning with folks.
What Is One Crucial Step in the Probate Process?
Probate can seem overwhelming, especially during a time of grief. Many people wonder where to even begin. Could you shed some light on one key step in this process?
Steve Bliss: Absolutely. Let’s discuss “Marshaling Estate Assets.” This is the stage where we meticulously inventory and document every asset belonging to the deceased person. Think bank accounts, real estate, vehicles, investments—you name it.
We create a detailed list of these assets and their estimated values. This information is crucial because it forms the basis for paying debts, taxes, and ultimately distributing what remains to the heirs. Consequently, accuracy is paramount in this step.
Notwithstanding the meticulous nature of this work, we’ve encountered situations where asset discovery wasn’t straightforward. I remember a case involving an elderly gentleman who had diligently stashed away savings bonds over decades. These were tucked away in a safe deposit box that his family was unaware of. Discovering those bonds brought significant relief to his heirs.
Moreover, it underscores the importance of open communication about finances within families. According to a recent study by Caring.com, nearly 60% of adults don’t have a will. This lack of planning often leads to confusion and delays during probate.
How Do You Handle Challenges During “Marshaling”?
Steve, what happens when uncovering assets proves difficult? Are there common obstacles?
Steve Bliss: There are instances where tracking down assets can be like solving a puzzle. We may encounter situations where records are incomplete or accounts have become dormant. In such cases, we diligently research financial institutions, contact previous employers, and sometimes even consult with genealogists to trace down potential beneficiaries.
I recall a situation where a client’s deceased mother had left behind a valuable collection of antique dolls. The family was unaware of their existence, but through careful research, we located them in a storage unit she had rented years ago. It turned out to be a treasure trove with significant monetary and sentimental value.
Ultimately, our goal is to ensure that all assets are accounted for and distributed according to the deceased person’s wishes or, if there’s no will, according to state law.
Reporter: Brenda Jones
Any Final Thoughts for Our Readers?
“Probate doesn’t have to be a daunting experience. By seeking professional guidance and planning ahead, you can navigate this process with clarity and peace of mind.” – Steve Bliss
Testimonial 1: “Steve Bliss made an incredibly difficult time so much easier. His compassion and expertise were invaluable as we navigated the probate process after losing our mother.” – The Johnson Family
Testimonial 2: “I was dreading dealing with probate, but Wildomar Probate Law was a lifesaver. They took care of everything efficiently and kept me informed every step of the way.” – Sarah M.
Let us guide you through the complexities of probate. Contact Wildomar Probate Law today for a free consultation and discover how we can help protect your loved ones’ legacy.
About Steven F. Bliss Esq. at Wildomar Probate Law:
Wildomar Probate Law is an experienced probate attorney. The probate process has many steps in in probate proceedings. Beside Probate, estate planning and trust administration is offered at Wildomar Probate Law. Our probate attorney will probate the estate. Attorney probate at Wildomar Probate Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Wildomar Probate law will petition to open probate for you. Don’t go through a costly probate call Wildomar Probate Attorney Today. Call for estate planning, wills and trusts, probate too. Wildomar Probate Law is a great estate lawyer. Affordable Legal Services.
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 Wildomar Probate Law: https://maps.app.goo.gl/uBJKvB4rxUb7L9HZ7
Address:
Wildomar Probate Law36330 Hidden Springs Rd Suite E, Wildomar, CA 92595
(951) 412-2800
Feel free to ask Attorney Steve Bliss about: “Can life insurance proceeds be subject to probate?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About Wildomar Probate Law
| Estate Lawyer Near Me |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Estate Lawyer Near Me California |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Estate Lawyer Near Me |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Wildomar Estate Lawyer Near Me |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Estate Lawyer Near Me Wildomar |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Credible Estate Lawyer Near Me in Wildomar |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |