Reporter: Mr. Bliss, thanks for taking the time to speak with me today.
It’s my pleasure to be here.
Reporter: Could you briefly explain one of the key steps in the estate planning process?
Certainly! One crucial step is marshalling the estate assets. This involves meticulously identifying and inventorying all of a decedent’s assets, such as bank accounts, real estate, investments, vehicles, and personal property. It’s like piecing together a puzzle to get a complete picture of the deceased individual’s financial holdings.
Consequently, we then prepare detailed documentation, using forms DE-160/161, which list each asset, its estimated value, and any relevant details. This comprehensive inventory is filed with the court, providing transparency and accountability throughout the probate process.
I remember one case where a client’s father had passed away without a clear record of his investments. It took some detective work, but we were able to uncover a forgotten brokerage account containing significant assets. This discovery made a huge difference for our client and her family.
Accorddingly, it highlights the importance of thoroughness during this stage. Moreover, understanding the full scope of assets helps ensure that all beneficiaries receive their rightful inheritance.
The accuracy of asset valuation is critical; according to a study by the American Bar Association, approximately 20% of probate cases involve disputes over asset valuation.
Reporter: Thank you for sharing your expertise, Mr. Bliss. It sounds like marshalling assets requires careful attention to detail.
It certainly does! We’re dedicated to guiding families through this process with empathy and professionalism.
“San Diego Probate Law made a difficult time so much easier. They were incredibly knowledgeable and supportive throughout the entire probate process.” – Sarah M.
“I can’t thank Steve Bliss enough for his guidance and expertise. He helped me navigate a complex estate situation with compassion and clarity.” – John D.
Let San Diego Probate Law be your trusted advocate during this sensitive time. Schedule a consultation to learn how we can help protect your legacy and ensure your wishes are honored.
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 happens if a will was changed shortly before death?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About San Diego Probate Law
| California Estate Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Attorney California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Estate Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Attorney San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Estate Attorney in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |