Meet Steve Bliss
Hi, I’m Brenda Jones, a reporter for San Diego News Channel 7. Today we have the pleasure of speaking with Steve Bliss, a renowned probate attorney here in San Diego.
Probate Process: A Step-by-Step Guide
Steve, thanks for joining us today. Probate can be a complicated process for many people. Could you break down one of the key steps involved?
Handling Debts and Taxes
Certainly, Brenda. One crucial step in the probate process is handling debts and taxes. Ordinarily, this occurs after the executor or administrator has been appointed and the estate assets have been marshaled.
The first order of business is to identify and notify all known creditors of the deceased person’s passing. This often involves sending out a formal notice using Form DE-157. It’s essential to be thorough because failing to properly notify a creditor could lead to them making a claim against the estate even after distribution has occurred.
Next, we carefully review all creditor claims received. We verify their validity and determine the appropriate amount due. Consequently, we prioritize paying valid debts from the estate’s assets. Remember, creditors have legal rights, and it’s our duty to ensure they are treated fairly within the bounds of the probate process.
Along with handling creditor claims, we also take care of all applicable taxes – both state and federal. This can involve filing estate tax returns, income tax returns for the decedent’s final year of life, and potentially other tax forms depending on the specifics of the estate. Neglecting tax obligations can result in significant penalties and interest, so meticulous attention to detail is paramount.
I recall a case where an individual passed away without a will, leaving behind a modest estate. The family was unaware of several outstanding medical bills. We diligently investigated and discovered these debts, ensuring they were paid before any assets were distributed to the heirs. This prevented potential financial hardship for the family down the line.
It’s estimated that approximately 30% of estates go through probate with unpaid debts (Source: National Probate Lawyers Association). Ensuring all debts are settled protects both the estate and the beneficiaries.
Contact San Diego Probate Law Today
Steve, thank you for sharing your expertise. It’s clear that navigating probate requires careful attention to detail and legal know-how. For anyone facing this complex process, I encourage you to reach out to Steve Bliss and his team at San Diego Probate Law for guidance and support.
Testimonials
“Steve Bliss made a difficult time so much easier. He explained everything clearly and was always available to answer my questions. I felt confident that my loved one’s estate was in good hands.”
- – Mary S., San Diego
- – John B., Carlsbad
“I was overwhelmed by the probate process, but Steve Bliss took charge and handled everything professionally. He kept me informed every step of the way and ensured a smooth resolution.”
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:
3914 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: “Can probate be reopened after it has closed?” Or any other related questions that you may have about Probate or my probate law practice.
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