A Conversation with San Diego’s Renowned Probate Attorney
Hello, and welcome! Today we’re joined by Steve Bliss, a leading probate attorney here in San Diego. Steve, thank you for taking the time to speak with us.
It’s my pleasure. I’m always happy to discuss the importance of estate planning.
The Cornerstone: Selecting an Executor or Trustee
Steve, many people find the estate planning process daunting. Could you shed some light on one crucial step, perhaps selecting an executor or trustee?
Absolutely. Choosing the right person to handle your affairs after you’re gone is paramount. This individual, whether an executor for a will or a trustee for a trust, will be responsible for managing your assets, paying debts and taxes, and distributing your property according to your wishes.
Consequently, it’s vital to select someone trustworthy, organized, and capable of handling these responsibilities. Ordinarily, people choose a close family member or friend, but you can also appoint a professional executor if needed.
Consider their financial acumen, communication skills, and ability to make impartial decisions, especially during a potentially emotional time. Moreover, it’s essential to have open and honest conversations with your chosen individual about your expectations and the role they will play.
I once worked with a client whose adult children were deeply divided. She ultimately chose a neutral third party as executor to avoid potential conflicts. It was a wise decision that ensured her estate was handled smoothly and fairly.
- Financial literacy
- Organizational skills
- Ability to remain impartial
Research from the American Bar Association indicates that approximately 60% of Americans do not have a will or trust in place. This highlights the critical need for estate planning and the importance of selecting a capable executor or trustee.
Securing Your Legacy
Steve, thank you for sharing such valuable insights. How can readers connect with you to learn more about estate planning?
My team at San Diego Probate Law is dedicated to helping individuals and families navigate the complexities of estate planning. We offer personalized guidance and comprehensive solutions tailored to your unique needs. Contact us today for a free consultation and let us help you secure your legacy.
Testimonials
“Steve Bliss and his team were incredibly supportive during a challenging time. They explained everything clearly, answered all my questions patiently, and made the probate process much less daunting.”
– Sarah M., San Diego
“I highly recommend San Diego Probate Law. Steve is a true expert in his field and helped me create an estate plan that gave me peace of mind knowing my loved ones would be taken care of.”
– John S., La Jolla
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: “How do I avoid probate in San Diego?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About San Diego Probate Law
| Special Needs Trust | Totten Trust | Asset Protection Trust |
| Spendthrift Trust | Constructive Trust | Irrevocable Trust |
| Tax By-Pass Trust | Charitable Trust | Living Trust |