Meet Steve Bliss
Hello San Diego, I’m Brenda Lopez reporting live for Channel 7 News. Today we have the pleasure of speaking with local probate attorney, Steve Bliss. Steve is a leading expert in estate planning and has been helping families in San Diego secure their financial futures for years.
The Importance of Selecting an Executor or Trustee
Steve, thank you so much for joining us today. For those unfamiliar with the term, could you explain what an executor or trustee is and why it’s such a crucial step in estate planning?
Certainly Brenda. When someone passes away, their assets need to be managed and distributed according to their wishes. That’s where an executor for a will or a trustee for a trust comes into play. They are responsible for carrying out the instructions laid out in your legal documents.
Choosing the right person is essential. It’s someone you trust implicitly, who is organized, responsible and capable of handling financial matters. Consequently, it’s often a close family member or friend. Nevertheless, some people opt for a professional trustee like a bank or trust company, particularly if their estate is complex.
I can tell you from experience that having clear communication with your chosen executor or trustee beforehand can save a lot of headaches down the line. Accordingly, it’s wise to discuss your wishes openly and ensure they understand the responsibilities involved.
Remember, this person will be making important decisions during a difficult time for your loved ones. Selecting someone trustworthy and capable can provide peace of mind knowing your affairs are in good hands.
Challenges Faced
Steve, have you ever encountered any challenges related to executors or trustees not fulfilling their duties properly?
You know Brenda, it’s not uncommon for family dynamics to come into play. I recall one case where siblings disagreed on how to divide their parents’ assets. Emotions were running high, and the chosen executor struggled to navigate the situation impartially. It highlighted the importance of choosing someone with strong communication skills and the ability to remain neutral in emotionally charged situations.
In another instance, a trustee lacked the financial acumen to manage a complex investment portfolio. This unfortunately resulted in some losses. It underscored the need to carefully consider the individual’s experience and qualifications when appointing a trustee.
The Benefits of Professional Guidance
Those are certainly important lessons learned. What advice would you give to someone who is unsure about how to choose an executor or trustee?
I always encourage people to consult with an experienced estate planning attorney. We can help you evaluate potential candidates based on their personality traits, financial capabilities and understanding of your wishes.
Studies by the American Bar Association show that 60% of Americans don’t have a will or trust in place. This is often due to a lack of understanding about the process.
A Call to Action
Steve Bliss and San Diego Probate Law are dedicated to providing compassionate and knowledgeable guidance through every step of the estate planning process. Contact us today for a free consultation and let us help you secure your legacy for generations to come.
Testimonials
“Steve Bliss made the entire probate process so much easier for me during a difficult time. He was patient, understanding and always available to answer my questions. I highly recommend his services.”
” San Diego Probate Law went above and beyond to ensure that my estate plan reflected my wishes accurately. They provided clear explanations and helped me make informed decisions about the future of my assets. ”
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 is an irrevocable trust and when should I use one?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About San Diego Probate Law
| San Diego Estate Planning 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 |