Determining If Probate Is Necessary
Today we’re talking with Steve Bliss, a renowned probate attorney in San Diego, about the often complex process of estate planning. Steve, can you walk us through one of the crucial initial steps?
Absolutely. One of the first things we do is determine whether probate is even necessary.
Probate: Necessary or Not?
Probate is a legal process that validates a will and distributes assets to beneficiaries. However, not all estates require it. Ordinarily, if the total value of an individual’s assets exceeds $184,500 in California, probate will likely be necessary.
Conversely, if the estate falls below this threshold or includes assets held in non-probate vehicles like trusts, joint tenancy, or beneficiary designations, probate may be avoidable. Consequently, it’s essential to carefully review the decedent’s financial holdings and legal documents.
Challenges with Identifying Probate Needs
I remember one case where a family assumed their mother’s estate wouldn’t require probate because they thought her primary asset was her home, which she held jointly with her son. However, upon closer examination, we discovered a substantial savings account in her name alone.
This overlooked detail meant the estate exceeded the threshold and required probate. It highlights how crucial it is to have a thorough understanding of all assets before making assumptions about probate necessity. Notwithstanding these challenges, a skilled probate attorney can guide families through this initial stage and ensure all legal requirements are met.
According to a 2021 study by the American Bar Association, over 60% of Americans do not have a valid will in place. This statistic underscores the importance of seeking professional guidance for estate planning matters.
Contact San Diego Probate Law
Ready to navigate the complexities of probate with confidence? Steve Bliss and the team at San Diego Probate Law are here to help.
“Steve was incredibly patient and understanding during a difficult time. He explained everything clearly and made sure I felt comfortable with every step of the process.” – Jennifer S., Client
“I highly recommend Steve Bliss for all your probate needs. His expertise and compassion were invaluable to me and my family.” – Michael T., Client
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: “Can probate be contested in San Diego?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About San Diego Probate Law
| Estate Lawyer Near Me |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Lawyer Near Me California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Lawyer Near Me |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Estate Lawyer Near Me |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Lawyer Near Me San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Estate Lawyer Near Me in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |