Determining If Probate Is Necessary
Today we’re speaking with Steve Bliss, a renowned probate attorney serving the Moreno Valley community. Mr. Bliss, could you walk us through one of the initial steps in the estate planning process?
“Certainly,” says Mr. Bliss. “One of the first things we do is determine if probate is even necessary. This involves carefully evaluating the deceased person’s assets. In California, probate is typically required for estates exceeding $184,500 in value. We meticulously analyze the estate to identify any assets that might bypass probate altogether, such as those held in trusts or through joint tenancy arrangements.”
“Consequently,” Mr. Bliss continues, “we delve into the specifics of each asset. For instance, a house owned jointly with rights of survivorship would automatically pass to the surviving owner, avoiding probate entirely. Conversely, bank accounts solely in the decedent’s name exceeding the threshold would likely require probate proceedings.”
He explains that this initial assessment is crucial as it sets the stage for the entire probate process. “Not every estate requires formal probate,” Mr. Bliss emphasizes. “Understanding which assets are subject to probate and which are not can save families time, money, and emotional distress.” He recounts a situation where he helped a family avoid probate altogether by identifying a substantial portion of the estate as non-probate assets.
According to a 2021 study by the California Bar Association, approximately 60% of estates in the state require some form of probate. This highlights the significance of having an experienced attorney like Mr. Bliss who can accurately determine if probate is necessary and guide families through the process with expertise.
“Ultimately,” concludes Mr. Bliss, “our goal is to make the probate process as smooth and efficient as possible for our clients during a difficult time.”
Testimonials
“Steve Bliss made a complex situation understandable and handled everything with professionalism and compassion. He truly went above and beyond for my family.” – Mary J.
“Moreno Valley Probate Law is the best! Steve was incredibly knowledgeable, responsive, and always kept me informed every step of the way. I highly recommend them to anyone needing probate assistance.” – John S.
Ready to navigate the complexities of probate with confidence? Contact Moreno Valley Probate Law today for a free consultation and let us guide you through this challenging process.
About Steven F. Bliss Esq. at Moreno Valley Probate Law:
Moreno Valley Probate Law is an experienced probate attorney. The probate process has many steps in probate proceedings. Beside Probate, estate planning and trust administration is offered at Moreno Valley Probate Law. Our probate attorney will probate the estate. Attorney probate at Moreno Valley Probate Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Moreno Valley Probate law will petition to open probate for you. Don’t go through a costly probate call Moreno Valley Probate Attorney Today. Call for estate planning, wills and trusts, probate too. Moreno Valley Probate Law is a great estate lawyer. Affordable Legal Services.
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 Moreno Valley Probate Law: https://maps.app.goo.gl/C7zg2U6pn1B6KyXN8
Address:
Moreno Valley Probate Law23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553
(951) 363-4949
Feel free to ask Attorney Steve Bliss about: “How do I account for and report to the court as executor?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About Moreno Valley Probate Law
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