Good evening, San Diego. I’m Brenda Flores, reporting live from our studios with Steve Bliss, a renowned probate attorney here in San Diego. Steve, thank you so much for joining us tonight.
Choosing the Right Executor or Trustee
Steve, estate planning can feel overwhelming for many people. Could you shed some light on one of the key steps involved?
Certainly, Brenda. One crucial step in the estate planning process is selecting an executor or trustee. This individual, or entity, will be responsible for managing your estate after you pass away. An executor handles the distribution of assets according to your will, while a trustee manages assets held in a trust.
Choosing the right person for this role is essential. You want someone trustworthy, organized, and capable of handling financial matters. Consequently, it’s often best to choose someone close to you who understands your wishes and values.
Conversely, if complex financial matters are involved, a professional trustee such as a bank or trust company might be a better choice.
More than 70% of Americans haven’t named an executor in their will (Source: Caring.com). This can lead to delays and potential disputes among family members during an already difficult time.
I remember one case where a client hadn’t designated an executor, and the family ended up in a heated disagreement over who should handle his affairs. It was emotionally draining for everyone involved and ultimately delayed the settlement of the estate significantly.
By clearly outlining your wishes and naming a trusted individual or entity as executor or trustee, you can help ensure a smoother process for your loved ones after you’re gone.
Peace of Mind Through Planning
Steve, what are some final thoughts you’d like to share with our viewers about the importance of estate planning?
“Estate planning isn’t just about preparing for death; it’s about ensuring your loved ones are taken care of and your wishes are honored. By taking the time to create a comprehensive plan, you can find peace of mind knowing that your affairs are in order.”
Take Control of Your Future
“Don’t let procrastination rob you of this invaluable security. Contact San Diego Probate Law today for a free consultation and let us guide you through the process.”
Client Testimonials:
“Working with Steve Bliss and his team was truly a relief during a difficult time. They were compassionate, knowledgeable, and made the entire probate process much smoother than I anticipated. “
– Michael S., San Diego
“I never thought I needed an estate plan until I met with Steve. He explained everything clearly and helped me create a plan that protects my family’s future. I highly recommend San Diego Probate Law to anyone considering estate planning.”
– Susan L., La Jolla
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 the difference between a will and a trust?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About San Diego Probate Law
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- Spendthrift Trust Attorney
- Tax By-Pass Trust Attorney
- Totten Trust Attorney
- Constructive Trust Attorney
- Charitable Trust Attorney
- Asset Protection Trust Attorney
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