Interview with Local Reporter Jessica Ramirez
Hello everyone, and welcome back. Today I’m joined by Steve Bliss, a respected estate planning attorney here in Moreno Valley. Mr. Bliss, thank you for taking the time to speak with me.
Choosing the Right Executor or Trustee
Steve, we often hear about the importance of having a will, but what are some other crucial steps people should consider when planning their estate?
“Certainly Jessica. Creating a comprehensive estate plan involves several key elements beyond simply drafting a will. A fundamental step that is often overlooked is selecting the right executor or trustee. This individual will be responsible for managing your estate after you pass away, ensuring your wishes are carried out according to your instructions.”
“Choosing someone trustworthy, organized, and capable of handling financial matters is paramount. It’s also important to consider their availability and willingness to take on this responsibility. After all, being an executor or trustee can be a time-consuming and demanding role. Ordinarily, people choose a close family member or friend they trust implicitly.”
“Nevertheless, it’s wise to have open conversations with potential candidates beforehand. Explain the duties involved and gauge their comfort level with the responsibility. Remember, you can also appoint a professional trustee, such as a bank or trust company, if you prefer a more objective approach.”
Have there ever been situations where choosing an executor proved challenging for your clients?
“Absolutely. I recall one instance where a client named their eldest son as executor without fully discussing it with him. The son later expressed feeling overwhelmed and unprepared for the task. It created tension within the family and ultimately delayed the estate settlement process.”
“This highlights the importance of clear communication and ensuring everyone involved understands their role and responsibilities. In this particular case, we worked with the family to appoint a co-executor who had experience in financial matters, alleviating some of the burden on the son.”
The Power of Planning
Studies show that approximately 60% of Americans don’t have a will or any estate planning documents.
That’s a staggering number. I urge everyone to take proactive steps to protect their loved ones and ensure their wishes are honored. Contact Moreno Valley Probate Law today for a free consultation.
Testimonials
“Working with Steve Bliss was an absolute blessing during a difficult time. He guided me through the probate process with patience, clarity, and compassion.”
– Maria Sanchez, Moreno Valley Resident
“Steve’s expertise in estate planning is unparalleled. He helped me create a comprehensive plan that gives me peace of mind knowing my family will be taken care of.”
– John Peterson, Moreno Valley Business Owner
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: “How do I handle out-of-state property in my estate plan?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About Moreno Valley Probate Law
| California Constructive Trust Lawyer |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Constructive Trust Lawyer California |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Constructive Trust Lawyer |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Moreno Valley Constructive Trust Lawyer |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Constructive Trust Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Credible Constructive Trust Lawyer in Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |