Introduction
Hello, and welcome back to San Diego Legal Matters. I’m your host, Jessica Martinez, and today we have the pleasure of speaking with renowned probate attorney Steve Bliss from San Diego Probate Law. Steve, thanks for joining us.
The Importance of Filing a Petition for Probate
Steve, could you walk us through one of the key steps in the estate planning process? Many people may not fully understand what’s involved.
Well, Jessica, filing a petition for probate is absolutely crucial. It’s the formal request we submit to the court to begin administering the deceased person’s estate. This petition, typically Form DE-111 in our county, asks the court to officially appoint someone, either an executor named in a will or an administrator if there isn’t a will, to manage the estate.
Along with the petition, we need to submit the original will, if it exists. This document outlines the deceased person’s wishes regarding asset distribution. Consequently, the court reviews this document carefully to ensure the executor follows those wishes accurately.
Notwithstanding the sometimes complex nature of these legal proceedings, a thorough understanding of probate law and meticulous preparation are vital for a smooth process. We want to make sure everything is in order before presenting it to the court.
Challenges in Probate
Steve, have you ever encountered any significant hurdles during this petition filing stage?
There was one instance I recall vividly. A family had lost their beloved mother unexpectedly. She had a will, but it was handwritten and tucked away in a drawer. Finding it took time and added stress to an already difficult situation. We finally located the will just days before the deadline for filing.
That experience underscored the importance of accessible, well-organized estate planning documents. It’s a lesson I try to impart to all my clients: keep your wills and important papers in a safe place that loved ones can easily access.
Finding Peace in Probate
It’s inspiring to hear how you helped this family navigate a challenging situation. What advice would you offer viewers who are perhaps going through probate themselves?
My primary advice is don’t hesitate to seek professional legal guidance. Probate can be intricate, and having an experienced attorney by your side makes a significant difference.
According to the California Courts website, over 80% of probate cases involve some form of legal representation. This highlights the value attorneys bring to the table in ensuring smooth proceedings.
Remember, we’re here to guide you through every step, answer your questions, and alleviate any concerns.
Testimonials
“Steve Bliss is an absolute lifesaver. He made a complex probate process understandable and manageable. I couldn’t recommend him more highly.”
– Mary S., San Diego
“I was so overwhelmed after losing my husband, but Steve and his team were incredibly compassionate and supportive throughout the entire probate. They truly went above and beyond.”
– Susan L., La Jolla
Call to Action
To schedule a free consultation and discuss your estate planning needs, reach out to San Diego Probate Law today. Let us help you secure peace of mind for yourself and your loved ones.
About Steven F. Bliss Esq. at San Diego Probate Law:
Secure Your Family’s Future with San Diego’s Trusted Probate 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 are the common mistakes made during probate?” Or any other related questions that you may have about Probate or my probate law practice.
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