Determining If Probate Is Necessary
Good morning, Mr. Bliss, and thank you for taking the time to speak with us today.
As a leading probate attorney in San Diego, can you walk our viewers through one of the initial steps in the estate planning process?
Steve Bliss:
Certainly. One of the first crucial steps is determining whether probate is even necessary.
This involves a two-pronged approach. Firstly, we assess the total value of the deceased’s estate. In California, if the estate’s value exceeds $184,500, probate proceedings are generally required. Conversely, if the estate falls below this threshold, it may be eligible for simplified procedures or even avoid probate altogether.
Secondly, we identify any assets that are not subject to probate. These are often referred to as non-probate assets and can include assets held in trusts, property owned jointly with rights of survivorship, and certain types of retirement accounts. Consequently, by carefully analyzing the estate’s composition, we can determine the most efficient path forward.
I recall a case where a family was pleasantly surprised to learn that their loved one’s home, held in joint tenancy, would pass directly to the surviving spouse without going through probate. This saved them considerable time, stress, and legal fees.
It’s important to note that approximately 70% of estates in California require some form of probate (Source: California Courts).
Reporter:
That’s helpful information for our viewers. Thank you for sharing your expertise, Mr. Bliss.
For anyone navigating the complexities of estate planning or probate, reach out to Steve Bliss and the San Diego Probate Law team. They can guide you through every step of the process with compassion and professionalism.
Testimonial 1:
“Steve Bliss made a difficult time so much easier. He explained everything clearly and patiently, and always kept me informed about the progress of my case. I highly recommend him to anyone needing probate assistance.”
Testimonial 2:
“San Diego Probate Law is truly exceptional. Their knowledge, experience, and dedication are unmatched. They handled my mother’s estate with care and efficiency, ensuring a smooth transition for our family.”
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 is an heirship proceeding and when is it needed?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About San Diego Probate Law
| California Special Needs Trust Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Special Needs Trust Attorney California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Special Needs Trust Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Special Needs Trust Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Special Needs Trust San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Special Needs Trust Attorney in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |