Today, we sat down with Steve Bliss, a renowned probate attorney serving the Moreno Valley community, to discuss the often-complex process of estate planning and probate.
Understanding Probate: A Crucial Step
Steve, can you walk us through one of the key steps involved in the probate process?
“Certainly,” Steve began. “One crucial step is ‘Marshaling the Estate Assets.’ This involves meticulously inventorying all of a deceased person’s assets, including real estate, bank accounts, investments, personal property, and more. It’s like piecing together a financial puzzle.”
“Consequently, this step requires careful attention to detail. We work closely with the executor or administrator to identify and document every asset. This often involves contacting banks, financial institutions, and other relevant parties to obtain statements and valuations.”
He continued, “Once we have a comprehensive inventory, we prepare formal documents known as the Inventory and Appraisal (Forms DE-160/161) which are then filed with the court. These documents provide a transparent record of the estate’s assets and their estimated value.”
“Notwithstanding the meticulous nature of this process, it can sometimes be challenging to locate all assets, especially if the deceased person had complex financial arrangements or hadn’t kept detailed records. In these instances, our legal expertise proves invaluable in tracing down hidden assets and ensuring a complete and accurate accounting.”
Steve recalled a situation where he helped uncover a forgotten safe deposit box containing valuable jewelry, which ultimately benefited the heirs. “Those kinds of discoveries are incredibly rewarding,” he shared.
More Than Just Paperwork
“It’s evident that ‘Marshaling the Estate Assets’ goes beyond simply filling out paperwork; it involves meticulous research, problem-solving, and a genuine commitment to ensuring all assets are properly accounted for.
“That commitment resonates with our clients,” said Steve, reflecting on the feedback he receives. “We often hear from families who express their gratitude for our thoroughness and attention to detail during this difficult time.”
Testimonials
“Moreno Valley Probate Law guided me through a complicated probate process with empathy and expertise. I felt confident knowing they were handling everything diligently.” – Sarah M.
“Steve Bliss is a true professional. He explained the complexities of probate in a clear and understandable way, making a stressful situation much easier to navigate.” – John L.
Don’t let the complexities of probate overwhelm you. Let Steve Bliss and the Moreno Valley Probate Law team guide you through this important process with experience and compassion. Contact them today for a free consultation and discover how they can help you navigate the legal landscape with confidence.
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 forms are required to start 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 | Totten Trust | Asset Protection Trust |
| Spendthrift Trust | Constructive Trust | Irrevocable Trust |
| Tax By-Pass Trust | Charitable Trust | Living Trust |