Meet the Reporter
Hi, I’m Brenda Jones with Temecula News Today. We’re talking probate today with local attorney Steve Bliss of The Law Firm of Steven F. Bliss Esq. Steve, thanks for taking the time to speak with me.
Probate: A Necessary Process
Brenda, it’s my pleasure to be here and share some information about probate. It can be a confusing process for many people, but it’s an essential part of settling someone’s estate after they pass away.
Focusing on Marshaling Estate Assets
Steve, could you elaborate on one of the key steps in the probate process? Let’s talk about “Marshaling Estate Assets.”
Certainly. Marshaling estate assets is a crucial step where we thoroughly inventory and document all of the deceased person’s possessions. This includes everything from bank accounts and real estate to vehicles, jewelry, and personal belongings.
Consequently, this step often requires detailed research and communication with various institutions. We need to locate account statements, deeds, titles, and other relevant documents to establish a complete picture of the estate’s holdings. Moreover, we work closely with the executor or administrator appointed by the court to ensure accurate record-keeping throughout this process.
Ordinarily, this stage involves filing an Inventory and Appraisal (Form DE-160/161) with the probate court, which provides a formal accounting of all identified assets. This meticulous approach helps to protect the interests of all beneficiaries and ensures a transparent distribution of the estate.
Challenges in Marshaling Assets
Have you ever encountered any difficulties during this phase?
I recall one case where a client passed away unexpectedly, leaving behind a significant collection of antique coins. Locating these coins proved to be quite challenging as they were stored in various locations – some even hidden in a safe deposit box unknown to the family.
It took considerable effort to track down all the coins and determine their value, but ultimately we were able to successfully include them in the estate inventory.
These situations highlight the importance of thorough record-keeping and communication with loved ones about personal assets. It can make the probate process much smoother for everyone involved.
- According to a study by the American Bar Association, over 70% of Americans do not have a will.
- This lack of planning often leads to complications and delays during probate.
The Importance of Legal Guidance
Steve, why is it important for people to seek legal counsel during probate?
Navigating probate can be complex, with specific deadlines and legal requirements that need to be followed precisely. An experienced probate attorney can guide families through each step of the process, ensuring compliance with all applicable laws and minimizing potential conflicts.
Final Thoughts
Steve Bliss, thank you so much for sharing your expertise on probate today. What’s the best way for our viewers to connect with you if they need help?
“Let us guide you through this difficult time. Contact The Law Firm of Steven F. Bliss Esq. today for a free consultation and let our compassionate team provide the support you need.”
Testimonials
“Steve Bliss made a stressful situation much easier to handle. He was always available to answer my questions and kept me informed every step of the way. I highly recommend his services.” – Mary S.
“I was incredibly grateful for Steve’s expertise during a difficult time. He handled everything with professionalism and compassion, ensuring my family’s wishes were honored.”- 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 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: “How do I account for and report to the court as executor?” Or any other related questions that you may have about Probate or my probate law practice.
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