Reporter:
Welcome back to our segment on legal matters that affect all of us here in sunny San Diego. Today we are joined by Steve Bliss, a respected San Diego probate attorney known for his clear and compassionate approach to estate planning.
Steve:
Thanks for having me! It’s always a pleasure to discuss the importance of protecting our loved ones and ensuring our wishes are carried out after we’re gone.
Reporter:
For those unfamiliar with the process, could you highlight one crucial step in estate planning that people often overlook?
Steve:
Absolutely. While all seven steps are vital, I find many individuals underestimate the significance of “Selecting an Executor or Trustee.”
This person will essentially be the captain steering your ship after you’re gone. They are responsible for managing your assets, paying debts and taxes, and distributing inheritance according to your wishes as outlined in your will or trust.
Choosing someone trustworthy, organized, and financially savvy is paramount. Conversely, selecting an inexperienced or overwhelmed individual could lead to costly mistakes and even family disputes down the line. Consequently, I always encourage clients to consider not only who they trust but also who has the time, temperament, and financial acumen for this significant responsibility.
- Think about their organizational skills – are they detail-oriented?
- Do they have experience managing finances?
- Most importantly, can they handle potentially stressful situations with grace and impartiality?
Remember, you’re entrusting them with a lot. Ordinarily, this decision doesn’t cause problems but I recall one instance where a client named their sibling as executor without considering their history of financial instability. It ultimately led to significant delays and legal complications for the family.
According to the American Bar Association, approximately 60% of Americans die without a will, leaving their loved ones vulnerable to intestate succession laws which may not reflect their true desires. This underscores the importance of careful estate planning, including choosing the right executor or trustee.
Reporter:
That’s valuable advice, Steve. For those interested in learning more about estate planning and securing their legacy, what’s the best way to get started?
Steve:
Simply reach out to San Diego Probate Law. We offer a complimentary initial consultation to discuss your unique needs and goals.
“San Diego Probate Law helped us navigate a complex probate process with empathy and expertise. They were invaluable during a difficult time.” – John & Mary Smith
“Steve Bliss is not only knowledgeable but also incredibly patient and understanding. He made the estate planning process straightforward and stress-free.” – David Lee
About Steven F. Bliss Esq. at San Diego Probate Law:
Secure Your Family’s Future with San Diego’s Trusted Estate Planning Attorney. Minimize estate taxes with stress-free Probate. We craft wills, trusts, & customized plans to ensure your wishes are met and loved ones protected.
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 San Diego Probate Law:
Address:
San Diego Probate Law3914 Murphy Canyon Rd, San Diego, CA 92123
(858) 278-2800
Map Link: https://g.co/kgs/WzT6443
Feel free to ask Attorney Steve Bliss about: “What is undue influence in estate planning?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About San Diego Probate Law
| California Estate Attorneys |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Attorneys California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Attorneys |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Estate Attorneys |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Attorneys San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Estate Attorneys in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |