Steve, thank you for joining us today. Can you tell us a bit about your practice and what you do for clients?
It’s my pleasure to be here. At San Diego Probate Law, we guide families through the often-complex process of probate after the loss of a loved one.
We understand that probate can seem daunting. What is one crucial step in the process that you find people often overlook?
A common misconception is that probate always requires extensive legal action. However, many estates fall below the threshold for requiring formal probate proceedings. Consequently, understanding whether probate is even necessary is a critical first step.
Can you elaborate on determining if probate is necessary?
Ordinarily, California Probate Code Section 13050 sets a threshold for probate based on the value of the estate. Currently, estates valued at $184,500 or less are exempt from formal probate. However, this doesn’t mean there’s no work to be done. Identifying non-probate assets such as assets held in trust, jointly owned property, or accounts with designated beneficiaries is essential.
Let me give you an example. I once worked with a family who believed their father’s estate would require full probate due to the value of his home. However, after careful review, we discovered that he had placed his home in a revocable living trust many years ago. This meant the property bypassed probate entirely and transferred directly to his designated beneficiaries.
Conversely, if an estate exceeds the threshold or lacks sufficient non-probate assets, formal probate proceedings become necessary.
That’s very helpful information. Thank you for sharing your expertise with our viewers. For anyone who might be facing this process and needs guidance, what would you recommend?
Navigating probate can be overwhelming. My advice is to seek out experienced legal counsel as early as possible. A qualified probate attorney can evaluate the specific circumstances of an estate, determine the necessity of probate proceedings, and guide clients through every step of the process.
“Steve Bliss and his team at San Diego Probate Law were incredibly compassionate and supportive during a difficult time. They explained everything clearly and made sure I understood my options.” – Maria S., Client
“I was overwhelmed with grief after losing my mother. Steve Bliss took the time to listen to my concerns and helped me navigate the probate process smoothly and efficiently.” – David L., Client
Contact San Diego Probate Law today for a free consultation and let us help you through this challenging time with care and expertise.
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 are the timelines and deadlines in probate cases?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About San Diego Probate Law
| California Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Trust Lawyer California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Trust Lawyer San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Trust Lawyer in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |