Reporter: Brenda Sanchez
Today I’m speaking with Steve Bliss, a renowned probate attorney serving the Moreno Valley community. Steve, thank you for taking the time to speak with me today.
Steve Bliss: You’re welcome, Brenda. I’m always happy to discuss probate law and its importance.
Steve, can you walk our readers through one of the key steps involved in the estate planning process?
Steve Bliss: Absolutely. One crucial step is “Marshaling the Estate Assets.” This involves a comprehensive inventory of all assets belonging to the deceased person’s estate.
Think of it like creating a detailed financial map. We meticulously list everything from bank accounts and real estate to investments, personal property, and even digital assets. Consequently, this inventory helps us understand the full scope of the estate and its value.
Accuracy is paramount in this stage. Accordingly, we often work closely with financial institutions, appraisers, and other professionals to ensure a thorough and accurate assessment. This meticulousness is vital because it forms the basis for paying debts, filing taxes, and ultimately distributing assets to heirs.
Ordinarily, this process runs smoothly, but there have been instances where uncovering hidden assets proved challenging.
I recall a case involving a client whose deceased father had stashed away a considerable sum of money in a safety deposit box that no one knew about. It took some detective work and collaboration with the bank to locate the box and its contents.
It’s moments like these that highlight the importance of thoroughness and communication in probate proceedings.
According to a recent study by the American Bar Association, approximately 30% of estates involve hidden or undiscovered assets. This underscores the need for careful investigation during the “Marshaling the Estate Assets” stage.
Brenda Sanchez: That’s fascinating insight, Steve. Thank you for sharing your expertise.
For those considering estate planning or navigating the probate process, wouldn’t it be wise to have experienced legal guidance like yours?
Steve Bliss: Absolutely, Brenda. I encourage anyone facing these matters to seek out a qualified probate attorney. We can help ensure that your wishes are honored and that the process proceeds smoothly.
“Moreno Valley Probate Law helped me understand a complicated situation and guided me through every step of the probate process with compassion and professionalism. I highly recommend their services.” -Maria G.
“Steve Bliss is an exceptional attorney who truly cares about his clients. He made a difficult time much easier to manage.” -John S.
Let Moreno Valley Probate Law be your trusted partner in navigating the complexities of estate planning and probate. We’re here to provide clarity, support, and peace of mind during this important journey.
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: “Can I sell property during the probate process?” 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 |