Determining If Probate Is Necessary
Today, I’m speaking with Steve Bliss of Wildomar Probate Law about the crucial first step in estate planning: determining if probate is even necessary. Steve, can you walk us through this initial stage?
“Certainly,” says Steve. “Probate can be a complex and time-consuming process, so it’s important to figure out from the outset if it’s truly required.” He explains that the first step involves assessing the value of the deceased person’s estate. In California, probate is generally necessary if the estate exceeds $184,500.
Next, we need to identify any assets that are not subject to probate. These are often referred to as ‘non-probate assets’ and can include assets held in trust, jointly owned property with rights of survivorship, or certain retirement accounts with designated beneficiaries. Consequently, if the value of the probate estate falls below the threshold, or if a majority of assets are non-probate, then formal probate proceedings may be avoidable.
Steve emphasizes that this initial assessment is critical because it can save families significant time, expense, and emotional stress. “I’ve seen countless situations where families were prepared to embark on the full probate process only to discover that it wasn’t necessary. In those cases, we were able to guide them through a much simpler process of transferring assets directly to beneficiaries,” he explains.
He recalls one particular case involving a widowed mother whose husband had passed away. “The family was understandably overwhelmed with grief and the prospect of navigating probate seemed daunting. However, upon careful review, we determined that most of the husband’s assets were held in joint tenancy with his wife, effectively bypassing the need for probate altogether.
This allowed them to focus on healing and moving forward without the added burden of a lengthy legal process. It’s moments like these that remind me why this work is so important.”
Common Challenges
Steve acknowledges that even with careful planning, challenges can arise during the probate process. “Sometimes, there are disagreements among heirs regarding the distribution of assets. Or, there may be unexpected debts or legal claims against the estate that need to be addressed.”
He highlights the importance of working with an experienced probate attorney who can anticipate potential issues and guide clients through complex situations. “According to a recent study by the American Bar Association, approximately 30% of estates face some form of complication during probate. Having legal counsel on your side can significantly increase the likelihood of a smooth and efficient resolution.
Next Steps
“Contact Wildomar Probate Law today for a free consultation. We’re here to help you navigate the complexities of probate with compassion and expertise.”
Testimonials
“Steve Bliss made a difficult time so much easier. He explained everything clearly, answered all my questions patiently, and guided me through the entire process with professionalism and care.” – Sarah M.
“I was initially hesitant about hiring an attorney but I’m so glad I did. Steve Bliss saved me thousands of dollars and countless hours of stress. He’s a true expert in probate law.” – David P.
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: “How do I handle jointly held bank accounts in probate?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About Wildomar Probate Law
| California Living Trust Attorney |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Living Trust Attorney California |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Living Trust Attorney |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Wildomar Living Trust Attorney |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Living Trust Attorney Wildomar |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Credible Living Trust Attorney in Wildomar |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |