Reporter: Brenda Miller
Good afternoon, Mr. Bliss. Thank you for taking the time to speak with me today about probate.
Steve Bliss: It’s my pleasure, Brenda. I’m always happy to discuss estate planning and probate matters.
Brenda Miller: Today we’re going to focus on a specific step in the probate process – Marshaling Estate Assets. Can you explain what this entails?
Certainly. Marshaling estate assets is essentially a comprehensive inventory of everything the deceased person owned at the time of their passing. This includes bank accounts, real estate, vehicles, investments, personal belongings, and even digital assets like social media accounts or cryptocurrency holdings.
It’s crucial to be thorough during this stage because every asset must be accounted for and ultimately distributed according to the terms of the will or intestate succession laws. Ordinarily, we work closely with the executor or administrator to gather documentation such as account statements, deeds, titles, and appraisals to accurately assess the value of each asset.
Once a complete inventory is compiled, it’s filed with the probate court as part of the formal accounting process. This ensures transparency and accountability throughout the probate proceeding.
Brenda Miller: I imagine that can be a complex process, especially when dealing with extensive estates. Have you ever encountered any challenges during this stage?
Yes, there have been times where locating all assets proved to be quite difficult. For instance, I once represented a family where the deceased had several hidden bank accounts. It took some diligent detective work and collaboration with financial institutions to uncover these assets.
In another case, we discovered that the decedent owned valuable artwork that wasn’t properly documented or insured. We had to bring in art appraisers to determine its worth, which ultimately added significant value to the estate.
Notwithstanding these challenges, it’s always gratifying to ensure that every asset is accounted for and distributed according to the deceased person’s wishes. That peace of mind is invaluable to grieving families.
Brenda Miller: Thank you for sharing those insights, Steve. It sounds like a meticulous process, but one that’s essential for ensuring fair distribution of assets.
Absolutely. And it’s worth noting that according to the California Bar Association, approximately 70% of Californians die without a valid will in place. This underscores the importance of proper estate planning to avoid potential complications during probate.
Brenda Miller: Excellent point. What advice would you give to our viewers who are considering their own estate planning needs?
My best advice is to consult with an experienced probate attorney like myself as soon as possible. We can help you create a comprehensive estate plan that meets your individual needs and ensures your assets are distributed according to your wishes.
“Steve Bliss and Wildomar Probate Law helped us navigate the complex process of probate after our mother passed away. They were compassionate, knowledgeable, and always available to answer our questions. We highly recommend their services.” – Sarah J.
“I was overwhelmed with the prospect of handling my father’s estate, but Steve Bliss made the entire process seamless. He explained everything clearly, kept me informed every step of the way, and ensured that my father’s wishes were honored. Wildomar Probate Law is truly exceptional.” – Michael K.
Contact us at Wildomar Probate Law for a free consultation to discuss your estate planning goals. We are here to guide you through every step of the process with expertise and compassion.
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: “How do I locate a will in Wildomar County?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About Wildomar Probate Law
| California Tax By-Pass Trust Lawyer |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Tax By-Pass Trust Lawyer California |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Tax By-Pass Trust Lawyer |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Tax By-Pass Trust Lawyer |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Tax By-Pass Trust Wildomar |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Credible Tax By-Pass Trust Lawyer in Wildomar |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |