A Conversation with San Diego Probate Attorney Steve Bliss
Good afternoon San Diego and welcome back to our legal segment. Today we have the pleasure of speaking with Steve Bliss, a renowned probate attorney here in San Diego. Steve, thank you so much for joining us.
Steve, can you tell us a bit about your practice and what areas of law you focus on?
My pleasure! My firm, San Diego Probate Law, focuses primarily on helping individuals and families navigate the often-complex world of estate planning. We guide clients through each step of the process, ensuring their wishes are clearly articulated and their loved ones are protected.
Today we’re going to dive into one specific aspect of estate planning: Selecting an Executor or Trustee. Why is this step so important?
Choosing the right executor or trustee is crucial because they will be responsible for carrying out your wishes after you’re gone. They’ll manage your assets, pay debts and taxes, and distribute your property according to your instructions. Consequently, it’s vital to select someone trustworthy, organized, and capable of handling these responsibilities.
Many people opt for a close family member or friend, but it’s also possible to appoint a professional trustee, such as a bank or trust company. The best choice depends on the complexity of your estate and the specific needs of your beneficiaries. For example, if you have minor children, you’ll need to designate a guardian in addition to an executor.
Moreover, consider factors like the individual’s financial literacy, their ability to remain impartial, and their willingness to take on this significant role. It’s important to have open and honest conversations with potential candidates beforehand.
I remember one instance where a client named her brother as executor, assuming he would be a natural fit. However, after her passing, it became clear that he lacked the financial acumen needed to manage her complex investments. Thankfully, we were able to work with him and appoint a co-executor with expertise in finance, ultimately ensuring her estate was handled properly.
Have you encountered any challenges related to this step during your practice?
Undoubtedly, one of the biggest challenges arises when individuals fail to name an executor or trustee altogether. This can lead to delays, disputes among family members, and increased legal fees. According to a recent study by Caring.com, over 50% of adults do not have a will or trust in place.
Notwithstanding these challenges, I find immense satisfaction in helping clients create comprehensive estate plans that provide peace of mind for themselves and their loved ones. Knowing that I’ve played a role in ensuring their legacy is protected is incredibly rewarding.
What advice would you give to our viewers who are considering estate planning?
My advice is simple: don’t delay. Estate planning is not just for the wealthy or elderly; it’s essential for everyone, regardless of age or income. Taking proactive steps now can save your loved ones from unnecessary stress and complications in the future.
Finally, Steve, how can our viewers connect with San Diego Probate Law?
We encourage anyone with questions about estate planning to reach out to us for a free consultation. We’re here to provide guidance and support every step of the way.
Testimonials
“Steve Bliss made the entire probate process so much easier for me after losing my mother. He was incredibly knowledgeable, compassionate, and always available to answer my questions.” – Maria Sanchez
“I highly recommend San Diego Probate Law. Steve helped us create a trust that protected our assets and ensured our children would be well-provided for in the future.” – John and Susan Miller
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: “Can I change my trust after it’s created?” 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 Revocable Trust Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Revocable Trust Attorney California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Revocable Trust Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Revocable Trust Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Asset Protection Trust Attorney San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Revocable Trust Attorney in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |