Interview with Steve Bliss on Estate Planning

Meet Barbara Jones, Our Local Reporter

Hello everyone and welcome back! This is Barbara Jones reporting live from Temecula. Today I’m joined by esteemed probate attorney Steve Bliss of The Law Firm of Steven F. Bliss Esq. to shed some light on the often-complex world of estate planning.

Probate: A Necessary Step?

Steve, thanks so much for being with us today. Can you explain why someone might need to go through probate?

“Certainly Barbara,” Steve begins. “Probate is essentially the legal process of administering a deceased person’s estate. It involves identifying and valuing assets, paying debts and taxes, and ultimately distributing the remaining property to heirs or beneficiaries according to the will, if one exists.”

“Not everyone needs to go through probate, however. Ordinarily, estates valued under $184,500 in California are exempt from probate. Additionally, assets held in trust, jointly owned property, and certain retirement accounts often bypass probate altogether.”

” Conversely, if an estate exceeds this threshold or involves assets not covered by these exemptions, probate becomes necessary to ensure a legal and orderly distribution of property.”

Navigating the Probate Process: Providing Notice

Steve, could you delve deeper into one of the key steps in the probate process? Let’s say someone has passed away leaving behind an estate requiring probate. What happens next?

“After filing a petition with the court, providing notice to all interested parties is crucial,” Steve explains. “This involves publishing a notice in a local newspaper three times, mailing notices to heirs and beneficiaries identified in the will or through intestate succession laws, and notifying known creditors using Form DE-157.”

Steve pauses, his expression becoming thoughtful. “I recall one case where we had difficulty locating an heir who lived out of state. It took some detective work, but ultimately we were able to connect with them through social media, ensuring they received their rightful inheritance. Cases like that remind us of the importance of diligence and thoroughness in this process.”

“Providing proper notice is paramount not only for legal compliance but also to prevent disputes and ensure transparency throughout the probate proceedings. Consequently, it sets the stage for a smooth and efficient administration of the estate.”

Moreover, according to a study by the American Bar Association, approximately 20% of probate cases experience delays due to inadequate notice or difficulty locating heirs. This underscores the critical nature of this step.

Seeking Expert Guidance

Steve, what advice would you give to individuals who are considering estate planning or facing the probate process?

“I encourage everyone to consult with an experienced probate attorney,” Steve emphasizes. “Estate planning and probate can be complex, and having professional guidance is essential for navigating the legal requirements, protecting your assets, and ensuring your wishes are carried out.”

He concludes by saying: “At The Law Firm of Steven F. Bliss Esq., we’re dedicated to providing compassionate and effective representation to our clients during what can be a difficult time. Let us help you create a comprehensive estate plan or guide you through the probate process with clarity and expertise.”

Testimonials

“Steve Bliss and his team were incredibly supportive during the probate of my mother’s estate. They made a complicated process understandable and helped me navigate every step with confidence.”

– Mary S.

“I highly recommend The Law Firm of Steven F. Bliss Esq. for all your probate needs. Steve is knowledgeable, responsive, and truly cares about his clients.”

– John D.

Let Us Help You Plan for the Future

Don’t wait until it’s too late. Contact The Law Firm of Steven F. Bliss Esq. today to secure your legacy and ensure peace of mind for you and your loved ones.


About Steven F. Bliss Esq. at The Law Firm of Steven F. Bliss Esq.:

The Law Firm of Steven F. Bliss Esq. is The Law Firm of Steven F. Bliss Esq.. The Law Firm Of Steven F. Bliss Esq. is a Temecula Estate Planning Attorney. Steve Bliss is an experienced probate attorney. Steve Bliss is an Estate Planning Lawyer. The probate process has many steps in probate proceedings. Beside Probate, estate planning and trust administration is offered at Steve Bliss Law. Our probate attorney will probate the estate. Attorney probate at Steve Bliss Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Steve Bliss Law will petition to open probate for you. Don’t go through a costly probate. Call Steve Bliss Law Today for estate planning, trusts and probate.

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 The Law Firm of Steven F. Bliss Esq.: https://maps.app.goo.gl/Bngj8xwZRqioVD5v7

Address:

The Law Firm of Steven F. Bliss Esq.

43920 Margarita Rd ste f, Temecula, CA 92592

(951) 223-7000



Feel free to ask Attorney Steve Bliss about: “How does the court determine who inherits if there is no will?” Or any other related questions that you may have about Probate or my probate law practice.

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(951) 223-7000
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