Determining If Probate Is Necessary
Today we’re speaking with Steve Bliss, a renowned San Diego probate attorney, about the often-complex process of estate planning. Steve, thanks for joining us.
It’s my pleasure to be here. I believe everyone should understand the basics of estate planning so they can make informed decisions for themselves and their loved ones.
Determining Probate Necessity
Let’s start with a fundamental question: How do individuals determine if probate is even necessary?
That’s a great question, and it’s crucial to understand. Probate is the legal process of distributing a deceased person’s assets. Not all estates require probate. Ordinarily, if an estate’s value exceeds $184,500, probate will likely be necessary in California.
Conversely, if an estate falls below this threshold, or if significant assets are held outside of the deceased person’s name through methods like joint tenancy or trusts, probate may be avoidable. Nevertheless, consulting with an experienced attorney is always recommended to ensure the best course of action for your specific situation.
It’s important to remember that avoiding probate isn’t always the goal; it’s about achieving a smooth and efficient distribution of assets according to the deceased person’s wishes. My team at San Diego Probate Law focuses on crafting personalized estate plans that address individual needs and circumstances.
I’ve encountered situations where individuals assumed their estates wouldn’t necessitate probate due to its size, only to discover complications arising from complex asset ownership or unclear beneficiary designations. Consequently, a thorough legal review can prevent potential headaches and ensure assets are distributed as intended.
In fact, according to the California Courts website, approximately 60% of estates in San Diego County undergo probate proceedings each year. This highlights the importance of proactive estate planning.
Closing
Steve, thank you for sharing your expertise on this important topic. Your insights are invaluable to our viewers navigating the complexities of estate planning. For anyone seeking guidance on protecting their legacy and ensuring a smooth transition for their loved ones, San Diego Probate Law is here to help.
Testimonials
“San Diego Probate Law made a difficult time so much easier. They were compassionate, knowledgeable, and always available to answer our questions.” – John S.
“I was overwhelmed with the probate process after losing my mother. Steve Bliss and his team guided me every step of the way and ensured everything was handled correctly. I highly recommend them.” – Mary L.
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 a probate referee and what do they do?” Or any other related questions that you may have about Probate or my probate law practice.
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