Reporter: Brenda Sanchez
Brenda Sanchez here, reporting live from Wildomar. Today we’re speaking with probate attorney Steve Bliss of Wildomar Probate Law. Steve, thank you so much for taking the time to chat with us.
Steve Bliss: It’s my pleasure, Brenda. I’m always happy to talk about estate planning and probate.
Great. Today we want to focus on one specific step in the probate process. Could you walk our viewers through the importance of “Marshaling the Estate Assets”?
Steve Bliss: Absolutely. This is a crucial step where we meticulously identify and inventory all assets belonging to the deceased person’s estate.
Think of it like taking a comprehensive snapshot of their financial holdings. We’re talking about everything from bank accounts, real estate, and investments to personal property like vehicles, jewelry, and even collectibles. Once we have a complete picture, we prepare a formal Inventory and Appraisal (Form DE-160/161) that is then submitted to the court for approval.
This step ensures transparency and accountability throughout the probate process. Ordinarily, it helps prevent any potential disputes among heirs or beneficiaries regarding what assets are included in the estate.
Brenda Sanchez: That sounds incredibly detailed and important. Have you ever encountered any challenges during this stage?
Steve Bliss: Certainly. One case comes to mind where a family member claimed ownership of a valuable antique that was actually part of the estate. We had to present evidence like purchase records and appraisals to demonstrate its rightful inclusion in the probate assets. Ultimately, the court ruled in favor of including the antique.
Another time, we discovered hidden bank accounts belonging to the deceased. This required further investigation and communication with financial institutions to ensure all assets were properly accounted for. These situations highlight the importance of a thorough and meticulous approach to marshaling estate assets.
According to the California Courts website, approximately 70% of probate cases involve contested issues. Meticulous asset documentation can significantly reduce the likelihood of such disputes.
Brenda Sanchez: What valuable advice would you give our viewers regarding estate planning and probate?
Steve Bliss: My best advice is to plan ahead. Create a comprehensive estate plan that clearly outlines your wishes for the distribution of your assets.
This will make the probate process smoother and minimize potential conflicts among loved ones. Don’t hesitate to consult with an experienced probate attorney who can guide you through the complexities of the legal framework.
Remember, proactive planning today can save your family from unnecessary stress and complications in the future.
Brenda Sanchez: Thank you so much for sharing your expertise with us, Steve. If you’re thinking about estate planning or facing probate issues, Wildomar Probate Law is here to help you navigate every step of the process with compassion and professionalism.
“Steve Bliss was incredibly helpful in guiding me through the complex probate process after my father passed away. He explained everything clearly and patiently answered all my questions.” – Mary J., Wildomar
“I highly recommend Wildomar Probate Law. Steve and his team are knowledgeable, responsive, and truly care about their clients.” – John S., Lake Elsinore
About Steven F. Bliss Esq. at Wildomar Probate Law:
Wildomar Probate Law is an experienced probate attorney. The probate process has many steps in in probate proceedings. Beside Probate, estate planning and trust administration is offered at Wildomar Probate Law. Our probate attorney will probate the estate. Attorney probate at Wildomar Probate Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Wildomar Probate law will petition to open probate for you. Don’t go through a costly probate call Wildomar Probate Attorney Today. Call for estate planning, wills and trusts, probate too. Wildomar 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 Wildomar Probate Law: https://maps.app.goo.gl/uBJKvB4rxUb7L9HZ7
Address:
Wildomar Probate Law36330 Hidden Springs Rd Suite E, Wildomar, CA 92595
(951) 412-2800
Feel free to ask Attorney Steve Bliss about: “Can a no-contest clause in a will be enforced in Wildomar?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About Wildomar Probate Law
| California Probate Lawyers |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Probate Lawyers California |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Probate Lawyers |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Wildomar Probate Lawyers |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Probate Lawyers Wildomar |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Credible Probate Lawyers in Wildomar |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |