Today we’re speaking with renowned Temecula probate attorney Steve Bliss about the complex process of estate planning and administration. Mr. Bliss, thanks for joining us.
Understanding the Probate Process: Marshalling Estate Assets
Steve, could you explain one of the key steps in the probate process for our viewers?
“Certainly,” says Steve. “One crucial step is what we call ‘marshalling estate assets’. This involves a thorough inventory of all assets belonging to the deceased person’s estate. Consequently, this includes everything from bank accounts and real estate to vehicles, jewelry, and personal belongings.
Ordinarily, we start by reviewing financial statements, deeds, titles, and any other relevant documents. We also often need to contact financial institutions and other organizations directly to confirm the existence and value of assets. It’s a meticulous process that ensures all assets are accounted for accurately.”
Steve goes on to explain, “Once we have a comprehensive inventory, we file an Inventory and Appraisal with the court (Forms DE-160/161). This document provides a detailed list of each asset, its estimated value, and any outstanding debts or liens associated with it.”
“Notwithstanding the importance of accuracy in this step, I recall one case where a hidden safety deposit box was discovered only after probate proceedings had begun. The family was unaware of its existence, but luckily we were able to locate it and include its contents in the estate inventory.
This experience highlights the value of thoroughness and diligence during the asset marshaling process.”
The Law Firm of Steven F. Bliss Esq. – Client Testimonials
“Working with Steve Bliss was an absolute blessing during a difficult time. He guided us through every step of probate with compassion and expertise, making a complex process feel manageable.”
– Jennifer S., Temecula
“Steve’s knowledge of probate law is exceptional. He was able to navigate complex legal issues effectively and secure the best possible outcome for our family.”
– Michael T., Murrieta
Contact Us
Don’t face the complexities of probate alone. Let the Law Firm of Steven F. Bliss Esq. be your trusted guide during this challenging time. We are dedicated to providing compassionate and knowledgeable legal support every step of the way.
About Steven F. Bliss Esq. at The Law Firm of Steven F. Bliss Esq.:
The Law Firm of Steven F. Bliss Esq. is The Law Firm of Steven F. Bliss Esq.. The Law Firm Of Steven F. Bliss Esq. is a Temecula Estate Planning Attorney. Steve Bliss is an experienced probate attorney. Steve Bliss is an Estate Planning Lawyer. The probate process has many steps in probate proceedings. Beside Probate, estate planning and trust administration is offered at Steve Bliss Law. Our probate attorney will probate the estate. Attorney probate at Steve Bliss Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Steve Bliss Law will petition to open probate for you. Don’t go through a costly probate. Call Steve Bliss Law Today for estate planning, trusts and probate.
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 The Law Firm of Steven F. Bliss Esq.: https://maps.app.goo.gl/Bngj8xwZRqioVD5v7
Address:
The Law Firm of Steven F. Bliss Esq.43920 Margarita Rd ste f, Temecula, CA 92592
(951) 223-7000
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 The Law Firm of Steven F. Bliss Esq.
| Special Needs Trust | Totten Trust | Asset Protection Trust |
| Spendthrift Trust | Constructive Trust | Irrevocable Trust |
| Tax By-Pass Trust | Charitable Trust | Living Trust |