Introduction
Good morning, San Diego! I’m Brenda Sanchez, reporting live for Channel 7 News. Today we’re joined by probate attorney extraordinaire, Steve Bliss of San Diego Probate Law. Steve, thanks for being with us.
Understanding Probate: A Necessary Process
Steve, for our viewers who might not be familiar, can you explain what probate is and why it’s sometimes necessary?
“Probate is a legal process that takes place after someone passes away,” explains Steve. “It involves validating their will (if they have one), identifying and inventorying their assets, paying any debts and taxes owed, and ultimately distributing the remaining assets to the rightful heirs.”
Steve emphasizes that probate isn’t always required. “If the deceased person’s estate is valued below a certain threshold – currently $184,500 in California – and they didn’t own any property solely in their name, probate might be avoidable. Assets held in joint tenancy, living trusts, or payable-on-death accounts generally bypass probate.”
The Importance of Filing the Petition for Probate
Steve, let’s dive into one of the crucial steps in probate – filing the petition for probate. Can you walk us through that process?
“Filing a petition for probate is the official kick-off to the process,” says Steve. “It involves submitting a formal request to the Superior Court in the county where the deceased resided. This petition, Form DE-111, includes information about the decedent, their assets, and the proposed executor or administrator who will manage the estate.”
He adds, “A crucial part of this step is also submitting a copy of the original will, if one exists. The court reviews the petition to ensure it meets all legal requirements.”
Steve goes on to explain that “oftentimes, families are grieving and overwhelmed during this time. My team at San Diego Probate Law strives to guide them through each step with compassion and clarity,” he says, his voice softening. “I recall one instance where a family was deeply divided over the distribution of their mother’s belongings. Through careful mediation and open communication, we were able to reach a resolution that honored her wishes and brought a sense of closure for everyone involved.”
Challenges and Triumphs
Steve, have you encountered any particular challenges during the petitioning process?
“Occasionally,” Steve admits, “we encounter situations where the will is contested or there are questions about the decedent’s capacity at the time they signed it. These cases can be complex and require careful legal analysis.”
He continues: “Notwithstanding these challenges, I find immense satisfaction in helping families navigate difficult times. Knowing that we’ve played a role in ensuring a fair and just resolution for them is incredibly rewarding.”
According to the American Bar Association, approximately 2 million probate cases are filed annually in the United States. This highlights the significant need for experienced legal guidance during this often-complex process.
Seeking Guidance: San Diego Probate Law
Steve, what would you say to someone who is facing probate and feeling overwhelmed?
“I encourage anyone going through probate to reach out for professional help,” Steve advises. “The legal landscape can be complex, and having an experienced attorney by your side can make a world of difference. At San Diego Probate Law, we offer compassionate, personalized service and will guide you every step of the way.”
“My team is dedicated to ensuring that your loved one’s wishes are honored and that their estate is settled efficiently and fairly.”
Testimonials
“Steve Bliss and his team were incredibly supportive during a difficult time. They explained everything clearly and made sure I understood every step of the process.” – Maria S.
“I was so relieved to have Steve handle my mother’s probate. He took care of everything with professionalism and compassion, allowing me to focus on grieving.” – John P.
Let us help you navigate the complexities of probate with expertise and care. Contact San Diego Probate Law today for a free consultation.
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 assets go through probate in California?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About San Diego Probate Law
| California Probate Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Probate Lawyer California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Probate Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Probate Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Probate Lawyer San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Probate Lawyer in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |