Meet Steve Bliss
Hello everyone and welcome back to our segment on estate planning here in sunny San Diego. Today we’re fortunate to have Steve Bliss, a renowned San Diego Probate Attorney, joining us. Welcome, Steve!
Steve Bliss Discusses Selecting an Executor or Trustee
Steve, thank you for being with us. For those unfamiliar with the process, can you walk us through one of the key steps in estate planning?
Absolutely. One crucial step is selecting an executor or trustee. This individual will be responsible for managing your estate after you pass away. Consequently, it’s a decision that shouldn’t be taken lightly.
The executor handles matters outlined in your will, such as paying debts and distributing assets to beneficiaries. If you choose to create a trust instead of a will, the trustee will manage the assets held within the trust according to your instructions.
Notwithstanding these distinctions, the qualities you look for are similar: trustworthiness, organizational skills, and a good understanding of financial matters. It’s wise to discuss this role with potential candidates beforehand, ensuring they understand the responsibilities involved.
Moreover, it’s crucial to name a backup executor or trustee in case your first choice is unable or unwilling to serve. Life can be unpredictable, and having a contingency plan safeguards your estate from unnecessary delays or complications.
Challenges with Selecting an Executor
Have you encountered any challenges related to this step in your practice?
Yes, I recall one instance where a client named their adult child as executor without considering potential family dynamics. Unfortunately, the siblings disagreed on several aspects of the estate distribution, leading to protracted legal disputes and emotional strain on everyone involved.
This experience highlighted the importance of open communication and careful consideration when choosing an executor. It’s not always about picking the closest relative; sometimes a trusted friend or professional advisor may be a more suitable choice.
Trustworthiness Matters
I understand. Trustworthiness is paramount. According to a 2019 survey by Caring.com, nearly 60% of adults have not discussed their end-of-life wishes with loved ones, which can create confusion and conflict later on. Open communication about estate planning intentions is vital.
Call to Action
Steve Bliss, thank you for your insights today. Remember folks, proper estate planning brings peace of mind. Contact San Diego Probate Law today for a free consultation and let them guide you through this important process.
Testimonials
“Working with San Diego Probate Law was a true blessing during a difficult time. Their expertise and compassion made the probate process so much smoother.”
“I highly recommend Steve Bliss and his team. They are knowledgeable, professional, and always available to answer my questions.”
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 a small estate affidavit?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About San Diego Probate Law
| Estate Attorney Near Me |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Attorney Near Me California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Attorney Near Me |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Estate Attorney Near Me |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Attorney Near Me San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Estate Attorney Near Me in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |