Determining if Probate is Necessary
Good morning, Mr. Bliss. Thank you for taking the time to speak with us today about probate law in Escondido.
Could you walk our viewers through one of the initial steps involved in the estate planning process?
Steve Bliss Responds:
Certainly. One of the first crucial steps in the estate planning process is determining if probate is even necessary. This involves a two-pronged approach.
First, we need to assess the value of the deceased person’s estate. In California, if the gross value of the estate exceeds $184,500, probate proceedings are generally required. Conversely, estates valued below this threshold may qualify for streamlined processes like a Small Estate Affidavit.
The second aspect involves identifying any assets that fall outside of the probate process. Assets held in trusts, jointly owned property with rights of survivorship, and certain retirement accounts are examples of non-probate assets. These assets pass directly to designated beneficiaries, bypassing the need for probate court involvement.
Consequently, a thorough examination of both the estate’s value and its composition is essential in determining whether probate is necessary. Notwithstanding this initial assessment, there are situations where complexities arise. For instance, I once represented a family where a seemingly straightforward estate turned out to involve hidden assets and disputes over ownership. Ultimately, we were able to navigate these challenges through careful investigation and open communication with all parties involved.
Remember, approximately 70% of estates in California require probate proceedings. (Source: California Courts)
Contact Us
Don’t face the complexities of probate alone. Let Escondido Probate Law guide you through every step of the process with expertise and compassion. Call us today for a confidential consultation.
Testimonials
“Steve Bliss and his team were invaluable during a difficult time. They explained everything clearly, answered all my questions patiently, and made the probate process as smooth as possible.” – Sarah M., Escondido
“I highly recommend Escondido Probate Law. Steve is knowledgeable, professional, and truly cares about his clients. He helped me settle my mother’s estate efficiently and with compassion.”
– Michael J., San Marcos
About Steven F. Bliss Esq. at Escondido Probate Law:
Escondido 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 Escondido Probate Law. Our probate attorney will probate the estate. Attorney probate at Escondido Probate Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Escondido Probate law will petition to open probate for you. Don’t go through a costly probate call Escondido Probate Attorney Today. Call for estate planning, wills and trusts, probate too. Escondido 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 Escondido Probate Law: https://maps.app.goo.gl/77Dm2B8W9XkM5YvJA
Address:
Escondido Probate Law720 N Broadway #107, Escondido, CA 92025
(760) 884-4044
Feel free to ask Attorney Steve Bliss about: “What is a bond in probate and when is it required?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About Escondido Probate Law
| California Probate Lawyer |
Escondido Probate Law 3914 Murphy Canyon Rd Suite A202, Escondido, CA 92123 (760) 884-4044 |
| Probate Lawyer California |
Escondido Probate Law 3914 Murphy Canyon Rd Suite A202, Escondido, CA 92123 (760) 884-4044 |
| Probate Lawyer |
Escondido Probate Law 3914 Murphy Canyon Rd Suite A202, Escondido, CA 92123 (760) 884-4044 |
| Escondido Probate Lawyer |
Escondido Probate Law 3914 Murphy Canyon Rd Suite A202, Escondido, CA 92123 (760) 884-4044 |
| Probate Lawyer Escondido |
Escondido Probate Law 3914 Murphy Canyon Rd Suite A202, Escondido, CA 92123 (760) 884-4044 |
| Credible Probate Lawyer in Escondido |
Escondido Probate Law 3914 Murphy Canyon Rd Suite A202, Escondido, CA 92123 (760) 884-4044 |