Reporter:
Hello everyone and welcome back. Today we are joined by San Diego probate attorney Steve Bliss. Steve, thanks for taking the time to chat with us today.
Steve Bliss:
It’s my pleasure. I’m always happy to talk about estate planning.
Reporter:
Fantastic! For those unfamiliar, can you break down one of the key steps involved in crafting a comprehensive estate plan?
Steve Bliss:
Certainly. One crucial step is selecting an executor or trustee. This individual will be responsible for managing your estate after your passing, ensuring your wishes are carried out.
Choosing the right person is paramount. It should be someone trustworthy, organized, and capable of handling financial matters. Consider factors like their age, health, and overall responsibility.
Moreover, it’s important to have open conversations with this potential executor beforehand. Discuss your expectations, provide them with a copy of your estate plan, and ensure they understand the responsibilities involved.
Notwithstanding the importance of selecting someone trustworthy, I’ve seen instances where family dynamics complicate matters.
Once, a client named their oldest child as executor, only to discover later that sibling rivalries made it impossible for them to work together effectively. Consequently, we had to navigate a delicate situation and ultimately appoint a neutral third party.
It’s estimated that nearly 60% of Americans die without a will, leaving their loved ones to grapple with the complexities of intestate succession (National Estate Planning Council). By clearly designating an executor, you spare your family unnecessary stress and ensure your estate is handled according to your wishes.
Reporter:
That’s incredibly valuable advice. Any final words for our viewers?
Steve Bliss:
Estate planning isn’t just for the wealthy. It’s essential for everyone who wants to protect their loved ones and ensure their wishes are honored. Contact San Diego Probate Law today to schedule a consultation and begin crafting your personalized estate plan.
“San Diego Probate Law helped us navigate a complex probate process after my father passed away. Their expertise and compassion were invaluable during a difficult time.” – Sarah M.
“Steve Bliss is a true professional. He took the time to understand our needs and provided clear, concise advice throughout the entire estate planning process.” – John P.
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 does a trustee do after my death?” 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 Totten Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Totten Trust Lawyer California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Totten Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Totten Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Totten Trust San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Totten Trust Lawyer in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |