About Steve Bliss
Hi everyone, I’m Barbara Jones, a reporter for San Diego News Channel 7. Today, we have the pleasure of interviewing Steve Bliss, a renowned probate attorney here in San Diego. Steve, thanks so much for joining us.
Selecting an Executor or Trustee: A Crucial Decision
Steve, many people find estate planning daunting. Could you shed some light on one key step in the process?
Absolutely, Barbara. One of the most important decisions individuals make during estate planning is selecting an executor for their will or a trustee for their trust. This person will be responsible for managing your assets and distributing them according to your wishes after you pass away.
Consequently, choosing someone trustworthy, organized, and capable of handling financial matters is crucial. Ordinarily, people select a close family member or friend, but it’s essential to consider their capabilities and willingness to take on this responsibility. You can also appoint a professional trustee, such as a bank or trust company, if you prefer a more impartial approach.
Moreover, clearly outlining the executor’s or trustee’s powers and responsibilities in your will or trust document is essential. This helps prevent misunderstandings or disputes among beneficiaries later on. Remember, this role requires significant time and effort, so open communication with your chosen individual is vital to ensure they understand the commitment involved.
I remember a case where a client named their oldest son as executor without fully discussing it with him. He was overwhelmed by the task and ultimately made decisions that conflicted with his siblings’ wishes. It caused considerable tension within the family, highlighting the importance of open communication and careful selection.
According to a survey by Caring.com, nearly 60% of Americans don’t have a will or trust in place. This underscores the need for estate planning and selecting a reliable executor or trustee to ensure your wishes are honored and your loved ones are protected.
A Legacy Secured
Steve, thank you for sharing this invaluable insight. For anyone looking to secure their legacy and protect their loved ones, I highly recommend reaching out to Steve Bliss and the San Diego Probate Law team. They possess the expertise and compassion needed to guide you through the complexities of estate planning.
Testimonials
“Steve Bliss helped me navigate a complex probate process with empathy and professionalism. His knowledge and guidance were invaluable during a difficult time.”
– Sarah M.
“The team at San Diego Probate Law made the entire estate planning process seamless. They answered all my questions patiently and ensured I understood every step.”
– John D.
Let us help you create a secure future for your loved ones. Contact San Diego Probate Law today to begin building your legacy.
About Steven F. Bliss Esq. at San Diego Probate Law:
Secure Your Family’s Future with San Diego’s Trusted Estate Planning 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 is a certification of trust?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About San Diego Probate Law
| Special Needs Trust | Totten Trust | Asset Protection Trust |
| Spendthrift Trust | Constructive Trust | Irrevocable Trust |
| Tax By-Pass Trust | Charitable Trust | Living Trust |