Interview with a San Diego Probate Attorney
Good evening, San Diego. I’m here today with Steve Bliss, a well-respected probate attorney in our community. Steve, thanks for joining us.
It’s great to be here.
Choosing the Right Executor: A Crucial Step in Estate Planning
Steve, let’s talk about the estate planning process. There are several key steps involved. Could you elaborate on one of the most crucial ones?
Certainly. One of the most significant decisions individuals make during estate planning is choosing an executor or trustee. This person will be responsible for managing your assets and carrying out your wishes as outlined in your will or trust after your passing. Consequently, it’s essential to select someone trustworthy, organized, and capable of handling complex financial matters.
Many factors should be considered when making this decision. First and foremost, consider the individual’s character and trustworthiness. They should be someone you have complete confidence in to act in your best interests and those of your beneficiaries. Moreover, evaluate their organizational skills and ability to manage finances effectively. This role often involves paying bills, filing tax returns, and distributing assets according to your instructions.
Remember, an executor or trustee has a fiduciary responsibility, meaning they are legally obligated to act in the best interests of the estate and its beneficiaries. Choosing the right person for this role can prevent potential conflicts and ensure that your wishes are carried out smoothly.
Notwithstanding these considerations, I’ve encountered situations where families disagreed on who should be the executor. In one instance, a client named her oldest son as executor, but his siblings questioned his financial acumen. Through careful mediation and open communication, we were able to resolve the issue and select a neutral third party acceptable to all parties involved.
It’s also worth noting that approximately 70% of Americans do not have a will or trust in place, according to a survey by AARP. This highlights the importance of addressing estate planning needs and selecting a capable executor to avoid potential complications for loved ones during an already difficult time.
Next Steps: Secure Your Legacy
Steve Bliss and San Diego Probate Law are dedicated to helping individuals navigate the complexities of estate planning with compassion and expertise. Contact us today to schedule a free consultation and ensure your wishes are honored for generations to come.
“San Diego Probate Law guided me through a challenging probate process after the loss of my mother. Their professionalism and empathy made a difficult time more bearable.” – Maria S.
“Steve Bliss is a true expert in his field. He patiently explained all my options and helped me create an estate plan that gives me peace of mind.” – John L.
About Steven F. Bliss Esq. at San Diego Probate Law:
Secure Your Family’s Future with San Diego’s Trusted Estate Planning 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: “Can I name multiple agents in my healthcare directive?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About San Diego Probate Law
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