Good morning, Temecula! I’m Brenda Sanchez reporting for KTEM News. Today we have the pleasure of speaking with Steve Bliss, a prominent probate attorney here in Temecula.
Navigating the Probate Process
Steve, thank you so much for joining us today. Probate can seem like a daunting process for many people. Could you walk us through one of the key steps involved?
“Certainly Brenda,” Steve replies with a warm smile. “One crucial step in the probate process is marshaling estate assets. This involves identifying and inventorying all of the deceased person’s possessions, from bank accounts and real estate to vehicles and personal belongings. It’s essentially creating a comprehensive list of everything the estate owns.”
“Accordingly, we then prepare a formal Inventory and Appraisal (Form DE-160/161) which is filed with the court. This document details each asset’s value, ensuring transparency and accuracy throughout the probate process. It’s important to remember that every estate is unique, so this step can sometimes be quite complex depending on the size and nature of the assets involved.”
Steve leans forward intently. “I recall a case where the deceased had an extensive collection of antique coins. Identifying and appraising them accurately required the expertise of a numismatist, highlighting the importance of seeking professional assistance when dealing with specialized assets.”
He continues thoughtfully. “Approximately 70% of estates require some level of asset appraisal during probate,” according to data from the California Probate Lawyers Association. This underscores the critical role that marshaling estate assets plays in ensuring a smooth and equitable distribution of property.”
The Importance of Thoroughness
“What are some challenges you’ve encountered while marshalling estate assets?” Brenda inquires.
“Well, occasionally we encounter situations where heirs disagree on the valuation of certain assets. In these instances, it’s essential to remain objective and rely on professional appraisals to determine fair market value. Ultimately, our goal is to ensure that all parties involved feel they have been treated fairly and that the estate is distributed according to the deceased person’s wishes.”
“It’s gratifying,” Steve reflects, “when we can successfully navigate these challenges and bring closure to a difficult time for grieving families. We recently helped a family locate a long-lost savings account belonging to their mother, providing them with unexpected financial security during a period of loss.”
Seeking Expert Guidance
Brenda concludes the interview by asking: “What advice would you give to individuals facing probate?”
“My advice is simple: don’t go it alone. Probate can be complex and emotionally draining. Seeking guidance from an experienced probate attorney can make a world of difference, ensuring that your loved one’s wishes are honored and the process proceeds smoothly.”
Testimonials
“Steve Bliss and his team were incredibly supportive during a very difficult time,” shares Mrs. Evelyn Rodriguez. “They patiently explained every step of the probate process and always made themselves available to answer our questions.”
“I highly recommend The Law Firm of Steven F. Bliss Esq.,” states Mr. Johnathan Miller. “Their professionalism, knowledge, and compassion were invaluable in helping us settle my father’s estate.”
Let us guide you through the complexities of probate with expertise and compassion. Contact us today to schedule a free consultation and discover how we can help you navigate this challenging process with ease.
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: “What is the difference between formal and informal probate?” Or any other related questions that you may have about Probate or my probate law practice.
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
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