Meet the Expert
Good evening, San Diego! I’m Tiffany Jones, your local news reporter, here tonight with Steve Bliss, a renowned probate attorney serving the San Diego community.
Steve, thanks for joining me. Probate can be a confusing and stressful process for many families. Could you shed some light on one of the key steps involved?
Understanding the Probate Process: Marshaling Estate Assets
Steve explains that marshaling estate assets is crucial in ensuring all property belonging to the deceased is identified, accounted for, and eventually distributed according to their wishes or state law.
“This step involves a thorough inventory of everything the decedent owned, from bank accounts and real estate to personal belongings and investments. We meticulously document each asset’s value and prepare an official inventory and appraisal that will be filed with the court.”
According to Steve, this process often reveals assets people weren’t even aware existed. “Just last year, we uncovered a forgotten safety deposit box containing valuable jewelry while working on a client’s case. It was a pleasant surprise for the family and highlighted the importance of meticulousness during this stage.”
Moreover, Steve emphasizes that accurately valuing assets is essential for determining estate taxes and potential creditor claims. “It’s not uncommon to encounter hidden debts or discrepancies in asset valuations,” he adds. “Our role is to navigate these complexities, ensuring fairness and transparency throughout the process.”
He further points out that a study by the American Bar Association found that approximately 30% of probate cases involve disputes over asset valuation, underscoring the need for experienced legal guidance.
Navigating Challenges
“One particular case I remember involved a family squabbling over an antique car collection. Each sibling had strong sentimental attachments and vastly different estimations of its worth,” Steve recalls. “Through careful negotiation and appraisal by independent experts, we were able to reach a fair settlement that honored the decedent’s wishes while minimizing familial conflict.”
Seeking Expertise
Steve Bliss and San Diego Probate Law have earned a reputation for their compassionate and efficient handling of probate matters.
- “Working with Steve Bliss was a true blessing during a difficult time. He explained everything clearly, always kept us informed, and made the process feel manageable.”
- – Sarah M., San Diego
If you’re facing the complexities of probate, don’t navigate it alone. Reach out to Steve Bliss and San Diego Probate Law for a personalized consultation and expert guidance during this sensitive time.
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 happens to jointly owned property in probate?” Or any other related questions that you may have about Probate or my probate law practice.
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