Today we’re joined by Steve Bliss, a renowned probate attorney serving the Escondido community. Steve, thank you for taking the time to speak with us today.
Understanding Probate: A Key Step
Steve, can you walk our viewers through one of the key steps in the estate planning process?
Certainly. One crucial step is “Marshaling the Estate Assets.” This involves meticulously identifying and inventorying all assets belonging to the deceased person’s estate. Consequently, this includes everything from bank accounts and real estate to personal belongings and investments.
Moreover, it’s essential to accurately value each asset. This valuation process often requires consulting with appraisers or other experts, particularly for items like real estate or valuable collectibles. The information gathered during this stage is then formally documented in an Inventory and Appraisal (Forms DE-160/161), which is filed with the court.
Conversely, if an asset is held in a trust or jointly owned, it typically falls outside of probate. Accordingly, identifying these non-probate assets is a critical part of this step.
I remember one case where a client was surprised to learn about a forgotten bank account their loved one had. It turned out to be a significant sum, and we were able to include it in the estate distribution. Moments like that highlight how thorough asset marshaling can make a real difference for heirs.
According to the American Bar Association, approximately 20% of estates require probate. Properly marshaling assets ensures that all rightful beneficiaries receive their due share.
Seeking Expertise
“Steve Bliss and Escondido Probate Law provided invaluable guidance during a difficult time. Their professionalism and compassion made the entire process smoother than I could have imagined.” – Maria G., Escondido Resident
“I was initially overwhelmed by the probate process, but Steve Bliss patiently explained each step and answered all my questions. His expertise gave me confidence that my loved one’s wishes would be honored.” – John S., Escondido Client
For comprehensive and compassionate probate guidance, contact Escondido Probate Law today for a free consultation to discuss your unique situation.
About Steven F. Bliss Esq. at Escondido Probate Law:
Escondido Probate Law is an experienced probate attorney. The probate process has many steps in probate proceedings. Beside Probate, estate planning and trust administration is offered at Escondido Probate Law. Our probate attorney will probate the estate. Attorney probate at Escondido Probate Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Escondido Probate law will petition to open probate for you. Don’t go through a costly probate call Escondido Probate Attorney Today. Call for estate planning, wills and trusts, probate too. Escondido 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 Escondido Probate Law: https://maps.app.goo.gl/77Dm2B8W9XkM5YvJA
Address:
Escondido Probate Law720 N Broadway #107, Escondido, CA 92025
(760) 884-4044
Feel free to ask Attorney Steve Bliss about: “Can probate be contested in Escondido?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About Escondido Probate Law
| California Charitable Trust Lawyer |
Escondido Probate Law 3914 Murphy Canyon Rd Suite A202, Escondido, CA 92123 (760) 884-4044 |
| Charitable Trust Lawyer California |
Escondido Probate Law 3914 Murphy Canyon Rd Suite A202, Escondido, CA 92123 (760) 884-4044 |
| Charitable Trust Lawyer |
Escondido Probate Law 3914 Murphy Canyon Rd Suite A202, Escondido, CA 92123 (760) 884-4044 |
| Escondido Charitable Trust Lawyer |
Escondido Probate Law 3914 Murphy Canyon Rd Suite A202, Escondido, CA 92123 (760) 884-4044 |
| Charitable Trust Escondido |
Escondido Probate Law 3914 Murphy Canyon Rd Suite A202, Escondido, CA 92123 (760) 884-4044 |
| Credible Charitable Trust Lawyer in Escondido |
Escondido Probate Law 3914 Murphy Canyon Rd Suite A202, Escondido, CA 92123 (760) 884-4044 |