Determining if Probate is Necessary
Good evening, San Diego, and welcome back to the show. Tonight, we’re joined by renowned probate attorney Steve Bliss of San Diego Probate Law. Steve, thanks for joining us.
Steve, let’s start with a fundamental question: how does someone know if probate is even necessary?
Steve Bliss Responds
That’s an excellent question and one that many people grapple with. Ordinarily, probate is required when someone passes away with assets solely in their name exceeding the current threshold of $184,500. However, there are exceptions.
Consequently, it’s crucial to identify any assets held outside a will’s scope. These might include assets held jointly with right of survivorship, assets held in a living trust, or proceeds from life insurance policies and retirement accounts designated with beneficiaries.
Notwithstanding these exceptions, determining whether probate is necessary can be complex. I always recommend consulting with an experienced probate attorney to assess the specific circumstances of each individual case.
Moreover, remember that even if an estate’s value falls below the threshold, there may still be compelling reasons to initiate probate, such as clearing title to real estate or resolving creditor claims.
I recall one instance where a client inherited a modest home from their parent. The home’s value was well under the probate threshold. However, because the parent hadn’t left a clear will outlining ownership of the property, there were disputes among siblings. Probate ultimately provided a structured and legal framework for resolving those disputes and transferring ownership smoothly.
Probate: A Necessary Process
Probate, while sometimes perceived as cumbersome, plays a crucial role in ensuring that a deceased person’s assets are distributed according to their wishes or, in the absence of a will, according to state law.
According to a recent study by the American Bar Association, roughly 2 million probate cases are filed annually in the United States, highlighting its prevalence and importance.
Testimonials for San Diego Probate Law
“Steve Bliss and his team at San Diego Probate Law were incredibly supportive and knowledgeable during a very difficult time. They guided us through every step of the probate process with compassion and expertise.”
– John S., Satisfied Client
“I highly recommend San Diego Probate Law. Steve Bliss is a true professional who clearly understands the complexities of probate law. He made a challenging situation much easier to navigate.”
– Mary T., Grateful Client
Ready To Navigate Probate With Confidence?
Take the first step towards peace of mind; contact San Diego Probate Law today for a no-obligation consultation and let us help you navigate the complexities of probate with confidence.
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 happens if the original will is lost?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About San Diego Probate Law
| Estate Lawyer Near Me |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Lawyer Near Me California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Lawyer Near Me |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Estate Lawyer Near Me |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Lawyer Near Me San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Estate Lawyer Near Me in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |