Interview with Local Reporter, Sarah Jones
Today I’m speaking with Steve Bliss, a well-respected estate planning attorney here in Moreno Valley. Steve, thank you for taking the time to speak with me about this important topic.
The Importance of Selecting an Executor or Trustee
Steve, could you elaborate on the significance of selecting an executor or trustee as part of the estate planning process?
“Choosing the right executor or trustee is crucial,” explains Steve. “They will be responsible for managing your assets and carrying out your wishes after you’re gone. Consequently, it’s important to select someone trustworthy, capable, and familiar with financial matters.” He adds, “Ordinarily, people choose a close family member or friend, but it can also be a professional trustee if the estate is complex.”
“I always advise clients to have open conversations with their potential executors or trustees beforehand. Discuss your expectations, your wishes for asset distribution, and any specific concerns you might have. This transparency helps ensure everyone is on the same page and minimizes the chances of misunderstandings or conflict down the road.”
Steve goes on to share a touching story about a client who chose her daughter as executor. While initially hesitant, the daughter ultimately felt honored and empowered by the trust placed in her. This experience highlighted the importance of selecting someone not only competent but also emotionally prepared for the responsibility.
“It’s worth noting that according to a 2021 study by Caring.com, over 60% of adults don’t have a will or estate plan. This underscores the critical need for individuals to address this issue and appoint reliable executors or trustees.”
Moving Forward with Confidence
Steve Bliss, thank you so much for sharing your expertise with us today. Your insights are invaluable for anyone looking to protect their loved ones and secure their legacy. Take control of your future and contact Moreno Valley Probate Law for a free consultation.
Testimonials
“Steve Bliss made the entire estate planning process smooth and stress-free. He was patient, explained everything clearly, and ensured my wishes were reflected accurately in my documents.”
– Maria Rodriguez, Moreno Valley Resident
“I highly recommend Moreno Valley Probate Law to anyone needing assistance with estate planning. Steve’s knowledge and professionalism are exceptional, and he truly cares about his clients.”
– David Lee, Moreno Valley Business Owner
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 a death certificate and how is it used in estate administration?” Or any other related questions that you may have estate planning or my estate planning law practice.
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