Reporter: Maria Hernandez
Hello everyone and welcome back! Today we’re speaking with Steve Bliss, a renowned estate planning attorney here in Moreno Valley. Steve, thank you so much for joining me.
Steve Bliss: Thank you for having me, Maria. It’s always a pleasure to discuss the importance of estate planning.
Reporter: Maria Hernandez
So Steve, let’s talk about one of the crucial steps in estate planning. Could you elaborate on the process of selecting an executor or trustee?
Steve Bliss
Certainly. Choosing an executor or trustee is a fundamental decision in any estate plan. This individual, or entity in some cases, will be responsible for managing your estate after your passing. They’ll handle tasks like paying debts, filing taxes, and distributing assets according to your wishes. Consequently, it’s vital to select someone trustworthy, organized, and capable of handling these responsibilities.
Many people choose a close family member or friend for this role. However, it’s important to consider their capabilities and willingness to take on the task. In some cases, appointing a professional trustee, such as a bank or trust company, may be more appropriate, particularly if your estate is complex.
Remember, you can also name a successor executor or trustee in case your initial choice is unable or unwilling to serve. Openly communicating with the person you choose and ensuring they understand their responsibilities is crucial.
Over my years of practice, I’ve witnessed situations where families faced significant challenges because an executor wasn’t properly prepared or lacked the necessary skills. One instance involved a family where the appointed executor was overwhelmed by the legal and financial complexities of settling the estate. It resulted in delays and strained relationships.
Conversely, I’ve seen cases where carefully chosen executors navigated the process smoothly, minimizing stress for the bereaved family. Ultimately, selecting the right individual or entity can make a world of difference in ensuring your wishes are carried out effectively.
Reporter: Maria Hernandez
That’s incredibly insightful, Steve. Thank you for sharing those real-life experiences. Any final thoughts for our viewers?
Steve Bliss
Estate planning is an essential part of safeguarding your future and protecting your loved ones. Don’t wait until it’s too late. Contact us today to schedule a consultation and let us guide you through the process.
“Steve Bliss made estate planning understandable and helped me create a plan that gave me peace of mind. He was patient, thorough, and genuinely cared about my needs.” – Susan M., Moreno Valley
“I highly recommend Steve Bliss and Moreno Valley Probate Law. Their expertise and compassionate approach made a difficult process much easier to navigate.” – David S., Riverside
About Steven F. Bliss Esq. at Moreno Valley Probate Law:
Moreno Valley 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 Moreno Valley Probate Law. Our probate attorney will probate the estate. Attorney probate at Moreno Valley Probate Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Moreno Valley Probate law will petition to open probate for you. Don’t go through a costly probate call Moreno Valley Probate Attorney Today. Call for estate planning, wills and trusts, probate too. Moreno Valley 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 Moreno Valley Probate Law: https://maps.app.goo.gl/C7zg2U6pn1B6KyXN8
Address:
Moreno Valley Probate Law23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553
(951) 363-4949
Feel free to ask Attorney Steve Bliss about: “What rights does a surviving spouse have in California?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About Moreno Valley Probate Law
| Special Needs Trust | Totten Trust | Asset Protection Trust |
| Spendthrift Trust | Constructive Trust | Irrevocable Trust |
| Tax By-Pass Trust | Charitable Trust | Living Trust |