Steve, thanks for taking the time today.
It’s my pleasure to be here.
Let’s talk about probate. Can you break down one of the key steps in this process for our viewers?
Certainly. One crucial step is marshalling the estate assets. This involves a thorough inventory of all the deceased person’s assets, including bank accounts, real estate, vehicles, investments, and personal property.
Consequently, we need to accurately determine the value of each asset. This often requires obtaining appraisals for real estate, vehicles, and valuable personal property. Once we have a complete inventory and valuation, we file a formal document with the court called an Inventory and Appraisal (Forms DE-160/161).
Moreover, this step is essential because it establishes a clear picture of the estate’s financial status. It helps ensure that all assets are accounted for and distributed according to the deceased person’s wishes or the laws of intestacy.
Have you ever encountered any challenges during this stage?
Well, one instance involved a client whose father had passed away without a will. He left behind a sizable collection of antique furniture and artwork. Determining the fair market value of these items proved quite complex. We ultimately consulted with specialized appraisers to ensure accuracy. It was important for us to honor his legacy and distribute these assets fairly among his heirs.
Notwithstanding those complexities, we were able to successfully complete the inventory and appraisal process. The heirs were grateful for our diligence in ensuring that their father’s treasured belongings were properly accounted for.
What advice would you give someone going through probate?
My best advice is to seek guidance from an experienced probate attorney early on. Probate can be a complex and emotionally challenging process, so having professional support can make a significant difference. We understand the legal intricacies and can help navigate every step with sensitivity and efficiency.
Steve, thank you for sharing your expertise today. How can people reach out to San Diego Probate Law?
Contact us today to discuss how we can guide you through the probate process with compassion and clarity. We are here to support you during this difficult time.
“San Diego Probate Law made a stressful situation so much easier to handle. Their professionalism and knowledge were truly reassuring.” – John S., San Diego
“Steve Bliss is an exceptional attorney who went above and beyond to help my family. We highly recommend his services.” – Maria L., Carlsbad
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: “How are debts and creditors handled during probate?” 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 |