Hi everyone, my name is Tiffany Thompson and today I’m speaking with Steve Bliss from the Law Firm of Steven F. Bliss Esq., a well-respected probate attorney in our community.
Steve, thanks for joining us today. Can you walk us through one of the key steps involved in estate planning?
It’s my pleasure to be here, Tiffany. One crucial step in the estate planning process is “Marshaling the Estate Assets”. This involves identifying and inventorying all assets owned by the deceased person.
Can you elaborate on what that entails?
Certainly. This step requires a thorough review of bank accounts, investment portfolios, real estate holdings, vehicles, personal belongings, and even digital assets. Ordinarily, we work closely with the executor or administrator to compile a comprehensive list of everything the deceased owned.
We then prepare formal documentation known as an “Inventory and Appraisal”, which details each asset’s value. This document is filed with the probate court for review and approval. Consequently, this step ensures that all assets are accounted for and properly valued, setting the stage for the orderly distribution of the estate.
Have you ever encountered any challenges during this process?
Over my years in practice, I’ve come across situations where locating certain assets proved difficult. For instance, I once worked with a family where the deceased had invested in rare coins that were stored in a safe deposit box. The family had no knowledge of these coins, and it took some investigative work to track down the box.
Another time, we dealt with a situation where digital assets, such as cryptocurrency holdings, weren’t clearly documented. Tracking down those assets required collaboration with technology experts and careful review of online accounts. These experiences highlight the importance of thorough recordkeeping and open communication with loved ones about financial matters.
The American Bar Association reports that approximately 70% of Americans do not have a will. This underscores the critical need for estate planning, as it can help avoid these types of challenges and ensure that assets are distributed according to one’s wishes.
“Steve Bliss made the probate process so much easier for me during a difficult time. He was compassionate, knowledgeable, and always available to answer my questions.” – Sarah J.
Any final thoughts for our viewers?
Remember, estate planning is essential for protecting your loved ones and ensuring that your wishes are honored after you’re gone. Don’t delay taking the necessary steps to secure your legacy. The Law Firm of Steven F. Bliss Esq. is here to guide you through every aspect of the process.
Reach out to us today for a confidential consultation, and let us help you navigate this important journey with clarity and confidence.
“I highly recommend Steve Bliss and his team. They were incredibly professional and efficient in handling my father’s estate. Their expertise and attention to detail gave me peace of mind during a challenging time.” – John M.
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 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 role do beneficiaries play in probate?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About The Law Firm of Steven F. Bliss Esq.
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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 |
| Estate Attorney Near Me |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Temecula Estate Attorney Near Me |
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 |