Reporter: Brenda Sanchez
Welcome back to Wildomar Weekly News, I’m Brenda Sanchez. Today we have the pleasure of speaking with local estate planning attorney Steve Bliss of Wildomar Probate Law. Steve, thanks for joining us.
Steve Bliss: Thank you for having me, Brenda. It’s great to be here.
Steve, for our viewers who may not be familiar with estate planning, can you briefly explain why it’s so important?
Steve Bliss:
Estate planning is essentially about ensuring your wishes are carried out after you pass away. It involves creating a roadmap for how your assets will be distributed, who will care for any minor children, and designating someone to manage your affairs if you become incapacitated.
Many people think estate planning is only for the wealthy, but that’s simply not true. Everyone, regardless of their financial situation, can benefit from having a plan in place.
Brenda Sanchez:
That makes sense. Today I wanted to focus on one specific step in the estate planning process. Could you elaborate on the importance of selecting an Executor or Trustee?
Steve Bliss:
Selecting the right Executor or Trustee is crucial, as they will be responsible for carrying out your wishes after you’re gone. This person will manage your assets, pay off any debts, and distribute the remaining property according to your instructions.
Consequently, it’s essential to choose someone trustworthy, organized, and capable of handling complex financial matters.
Ordinarily, people choose a family member or close friend for this role. However, you can also appoint a professional trustee if you prefer. The key is to select someone who understands your wishes and will act in the best interests of your beneficiaries.
Moreover, I often advise clients to have a backup executor or trustee in case their first choice is unable or unwilling to serve.
Brenda Sanchez:
Have you ever encountered any challenges related to Executor selection?
There was one instance where a client named his brother as Executor, but they hadn’t spoken in years due to a family dispute.
Unfortunately, the brother declined the responsibility, leading to delays and complications in settling the estate.
It highlighted the importance of open communication and choosing someone who has a strong relationship with the beneficiaries.
Brenda Sanchez:
That’s a valuable lesson. What advice would you give to our viewers who are considering starting their estate plan?
Steve Bliss:
My biggest piece of advice is to not wait. Start planning now, even if you think you don’t have much to leave behind.
According to a recent survey by Caring.com, over 60% of Americans do not have a will in place. This means their assets will be distributed according to state law, which may not align with their wishes.
Taking the time to create an estate plan can save your loved ones from unnecessary stress and heartache down the road.
Brenda Sanchez:
Steve, this has been incredibly insightful. How can our viewers get started on their own estate plans?
Steve Bliss:
I encourage anyone with questions about estate planning to contact Wildomar Probate Law for a free consultation. We’re here to guide you through the process and help you create a plan that meets your unique needs.
“Steve Bliss and his team at Wildomar Probate Law are truly exceptional. They made the entire probate process smooth and painless, even during a difficult time. I highly recommend their services.” – Sarah M.
“I was initially overwhelmed by the idea of estate planning, but Steve Bliss patiently explained everything and answered all my questions. He helped me create a plan that gave me peace of mind knowing my family would be taken care of.” – John D.
About Steven F. Bliss Esq. at Wildomar Probate Law:
Wildomar Probate Law is an experienced probate attorney. The probate process has many steps in in probate proceedings. Beside Probate, estate planning and trust administration is offered at Wildomar Probate Law. Our probate attorney will probate the estate. Attorney probate at Wildomar Probate Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Wildomar Probate law will petition to open probate for you. Don’t go through a costly probate call Wildomar Probate Attorney Today. Call for estate planning, wills and trusts, probate too. Wildomar Probate Law is a great estate lawyer. Affordable Legal Services.
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 Wildomar Probate Law: https://maps.app.goo.gl/uBJKvB4rxUb7L9HZ7
Address:
Wildomar Probate Law36330 Hidden Springs Rd Suite E, Wildomar, CA 92595
(951) 412-2800
Feel free to ask Attorney Steve Bliss about: “Can I include burial or funeral wishes in my estate plan?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About Wildomar Probate Law
| California Charitable Trust Attorney |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Charitable Trust Attorney California |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Charitable Trust Attorney |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Wildomar Charitable Trust Attorney |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Charitable Trust Wildomar |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Credible Charitable Trust Attorney in Wildomar |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |