I’m Brenda Flores reporting for Moreno Valley News. Today I have the pleasure of speaking with Steve Bliss, a leading estate planning attorney in our community.
The Importance of Selecting an Executor or Trustee
Brenda: Steve, thank you so much for joining me today. Estate planning can be a complex process, and many people find it overwhelming. Where do you typically recommend clients start?
Steve Bliss: You’re welcome, Brenda. I completely understand the sentiment that estate planning can feel daunting. It’s crucial to remember that a well-crafted plan offers peace of mind knowing your loved ones will be cared for according to your wishes. One of the first key decisions is selecting an executor or trustee.
An executor manages the distribution of your assets according to your will after you pass away, whereas a trustee handles assets held in a trust during your lifetime and distributes them according to the trust agreement’s terms. This individual should be someone trustworthy, responsible, and capable of handling financial matters.
Consider who is organized, detail-oriented, and can navigate potentially sensitive family dynamics. Moreover, they should be comfortable making important decisions and communicating clearly with beneficiaries. Ordinarily, people choose a close family member or friend for this role.
I remember one instance where a client named his brother as executor without considering their strained relationship. Consequently, the process became fraught with tension and disagreements, ultimately delaying the distribution of assets and causing unnecessary distress for everyone involved.
Conversely, I’ve seen families come together in support when a trusted individual was chosen. They worked collaboratively, honoring the wishes of their loved one and making the transition smoother for all involved.
Trustworthy Guidance
“Moreno Valley Probate Law helped me navigate the complexities of estate planning with clarity and compassion,” shared Maria Sanchez, a satisfied client. “Steve Bliss took the time to understand my needs and goals, providing tailored advice that gave me peace of mind.”
Studies show that over 60% of adults do not have a will or estate plan in place. This highlights the crucial need for individuals to prioritize their future and protect their loved ones.
Contact Moreno Valley Probate Law today for a free consultation and let us guide you through creating a secure and lasting legacy.
About Steven F. Bliss Esq. at Moreno Valley Probate Law:
Moreno Valley 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 Moreno Valley Probate Law. Our probate attorney will probate the estate. Attorney probate at Moreno Valley Probate Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Moreno Valley Probate law will petition to open probate for you. Don’t go through a costly probate call Moreno Valley Probate Attorney Today. Call for estate planning, wills and trusts, probate too. Moreno Valley 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 Moreno Valley Probate Law: https://maps.app.goo.gl/C7zg2U6pn1B6KyXN8
Address:
Moreno Valley Probate Law23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553
(951) 363-4949
Feel free to ask Attorney Steve Bliss about: “What is the difference between a will and a trust?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About Moreno Valley Probate Law
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