Today we’re joined by Steve Bliss, a prominent probate attorney here in Temecula. Mr. Bliss, thank you for taking the time to speak with me.
Steve: It’s my pleasure!
We often hear about probate, but many people don’t fully understand the process. Could you walk us through one of the key steps involved?
Steve: Absolutely. Let’s talk about “Marshaling the Estate Assets.” This is a crucial step that occurs early in the probate process.
Essentially, this stage involves identifying and gathering all the assets belonging to the deceased person. Think bank accounts, real estate, vehicles, investments – anything of value. It’s important to remember that this includes both tangible assets you can touch, like furniture, and intangible assets like stocks or intellectual property.
Once we’ve located all the assets, a detailed inventory is created and filed with the court. This Inventory and Appraisal (Form DE-160/161) provides a clear picture of the estate’s financial standing. Consequently, it serves as a foundation for the subsequent steps in probate.
This step can sometimes be complex, particularly if the deceased person’s financial affairs weren’t meticulously organized. I recall one instance where we had to track down several dormant bank accounts belonging to our client. It required extensive research and communication with various institutions, but ultimately, we were able to locate and recover significant assets for the estate.
Moreover, according to a 2021 study by the National Association of Estate Planners & Councils, over 60% of probate cases involve challenges related to asset identification. This highlights the importance of working with an experienced probate attorney who can navigate these complexities effectively.
Steve: Yes, indeed. The goal is always to ensure that all assets are properly accounted for and distributed according to the deceased person’s wishes or state law.
“I was overwhelmed after my father passed away. Steve Bliss and his team walked me through the entire probate process with compassion and expertise. They made a difficult time much easier to manage.” – Jane S.
“Steve Bliss is a true professional. He handled my mother’s estate efficiently and effectively, always keeping me informed along the way. I highly recommend him.” – David M.
Let us guide you through the complexities of probate. Your legacy deserves careful attention. Reach out to The Law Firm of Steven F. Bliss Esq. today for a complimentary consultation.
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 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 are minor beneficiaries handled in probate?” Or any other related questions that you may have about Probate or my probate law practice.
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