Getting Your Affairs in Order: A Conversation with Probate Attorney Steve Bliss
Today we’re speaking with Steve Bliss, a respected probate attorney here in Moreno Valley. Steve, thanks for taking the time to chat with us.
It’s my pleasure. I’m always happy to discuss probate and estate planning with folks.
The Crucial Step of Marshaling Estate Assets
Steve, can you walk our viewers through one of the key steps in the probate process? Let’s talk about marshaling estate assets.
Marshaling estate assets is a fundamental step that involves identifying, locating, and taking inventory of all the deceased person’s property. This includes everything from bank accounts and real estate to personal belongings, investments, and even digital assets. Consequently, it’s crucial for ensuring that the estate is properly administered and distributed according to the will or state law.
Ordinarily, this process begins with reviewing the deceased person’s financial records, legal documents, and correspondence. Moreover, it often involves contacting banks, investment firms, insurance companies, and other institutions to obtain account statements and valuations.
Notwithstanding these initial efforts, sometimes locating assets can prove challenging. For example, I once worked with a family where the deceased had hidden a significant amount of cash in their home. It took some detective work, but we were ultimately able to uncover it, ensuring that the heirs received what was rightfully theirs.
The meticulous inventory and appraisal of these assets are documented on official court forms (Forms DE-160/161) which are then filed with the probate court for review. This transparency helps protect the interests of all parties involved, including creditors and beneficiaries. Studies show that over 70% of probate cases involve real estate, highlighting the importance of accurate property valuations during this stage.
Ensuring a Smooth Probate Process
Steve, thanks for shedding light on such an important aspect of probate. Any final thoughts for our viewers?
Remember, proper planning and seeking legal guidance can make the probate process significantly smoother for everyone involved. Don’t hesitate to reach out to a qualified probate attorney like myself to discuss your specific situation.
Testimonials
“Steve Bliss made an incredibly difficult time much easier. He was compassionate, knowledgeable, and always kept us informed throughout the entire process.”
– The Garcia Family
“I highly recommend Steve Bliss and Moreno Valley Probate Law. They handled my mother’s estate with professionalism and care. I felt confident that my family’s interests were in good hands.”
– John Smith
Ready to navigate the complexities of probate with confidence? Contact Moreno Valley Probate Law today for a free consultation and let us guide you through every step of the process.
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: “How is a trust different from probate?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About Moreno Valley Probate Law
- Special Needs Trust Attorneys
- Spendthrift Trust Attorneys
- Tax By-Pass Trust Attorneys
- Totten Trust Attorneys
- Constructive Trust Attorneys
- Charitable Trust Attorneys
- Asset Protection Trust Attorneys
- Irrevocable Trust Attorneys
- Revocable Trusts Attorneys
- Living Trust Attorneys