Reporter
Good morning San Diego and welcome back to our legal segment! Today we’re joined by Steve Bliss, a renowned San Diego Probate Attorney specializing in estate planning. Steve, thank you so much for being with us.
Steve Bliss
It’s my pleasure to be here. I believe everyone should have a plan for their future, and I’m happy to shed some light on the process.
Reporter
Let’s talk about one of the crucial steps in estate planning: selecting an executor or trustee. Can you elaborate on why this choice is so important?
Steve Bliss
Selecting an executor or trustee is indeed a critical step in the estate planning process. This individual, or entity, will be responsible for carrying out your wishes as outlined in your will or trust after you pass away. They’ll handle tasks such as paying bills, distributing assets to beneficiaries, and filing necessary legal documents.
Consequently, it’s vital to choose someone trustworthy, organized, and capable of handling complex financial matters. Ordinarily, people select a close family member, friend, or professional advisor they trust implicitly.
I always encourage my clients to discuss this decision openly with potential candidates to ensure everyone is comfortable with the responsibilities involved. Moreover, it’s essential to name a backup executor or trustee in case your first choice is unable or unwilling to serve.
Notwithstanding the importance of selecting a trustworthy individual, there are times when unforeseen circumstances arise. I remember one instance where a client named their son as executor. Unfortunately, he passed away shortly after his father. The lack of a backup executor created a significant delay and added stress during an already difficult time for the family.
This situation highlights the importance of careful planning and having contingencies in place. According to a study by the American Bar Association, approximately 55% of adults in the United States do not have a will or trust. This means many individuals leave their loved ones facing complex legal and financial challenges without clear instructions.
Reporter
Excellent advice, Steve! What can our viewers do if they need assistance with estate planning?
Steve Bliss
My team at San Diego Probate Law is here to guide you through every step of the process. We provide personalized legal solutions tailored to your unique circumstances and goals. Contact us today for a free consultation and let us help you create a secure future for yourself and your loved ones.
Testimonials
“Steve Bliss and his team were incredibly compassionate and understanding during a difficult time. They made the probate process much easier to navigate.” – John S.
“I was impressed with Steve’s knowledge and attention to detail. He thoroughly explained all my options and helped me create an estate plan that met my specific needs.” – Maria L.
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: “How do I name a backup trustee or executor?” Or any other related questions that you may have estate planning or my estate planning law practice.
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