Reporter: Brenda Sanchez
Today we are joined by Steve Bliss, a renowned estate planning attorney here in Wildomar. Steve, thank you for taking the time to speak with us today.
Steve Bliss: Thank You for having me, Brenda. I’m always happy to discuss the importance of estate planning.
So, Steve, let’s dive into one of the crucial steps in the estate planning process. What are your thoughts on “Selecting an Executor or Trustee”?
Steve Bliss: Selecting a trustworthy individual or entity to manage your estate after you’re gone is absolutely vital. Consequently, it’s a decision that shouldn’t be taken lightly. This person will be responsible for carrying out the instructions outlined in your will or trust.
Ordinarily, people choose a close family member or friend whom they believe is responsible and capable. However, sometimes it makes sense to appoint a professional trustee, like a bank or trust company, particularly if the estate is complex or there’s potential for conflict among beneficiaries.
Now, I’ve had clients who initially thought choosing an executor would be straightforward. They assumed everyone in their family would agree on who should take on this role. Nevertheless, I’ve seen situations where disagreements arose, leading to tension and delays in settling the estate. This highlights the importance of open communication with your potential executors and beneficiaries beforehand.
Ultimately, you want someone who is organized, trustworthy, and has good judgment. They should also be comfortable handling financial matters and legal paperwork.
- Consider their age and health. Will they be able to fulfill the responsibilities in the years to come?
- Discuss your wishes openly with them beforehand. Make sure they understand the role and are willing to accept it.
It’s worth noting that according to a survey by Caring.com, nearly 60% of adults don’t have a will or trust in place. This underscores how many people overlook the importance of planning for their future and selecting a reliable executor.
Brenda Sanchez: That’s certainly food for thought, Steve. What a crucial point to bring up about communication and open dialogue with your potential executors and beneficiaries. Thank you for sharing that wisdom.
Steve, before we let you go, are there any parting words of advice you would like to give our viewers regarding estate planning?
Steve Bliss: Estate planning is not just for the wealthy. Everyone, regardless of their assets, should have a plan in place. It provides peace of mind knowing that your wishes will be honored and your loved ones are protected.
Don’t delay – take charge of your future today. Contact Wildomar Probate Law for a free consultation, we’re here to guide you through the process with compassion and expertise.
Testimonials
“Steve Bliss at Wildomar Probate Law was incredibly helpful in guiding me through the complexities of setting up my trust. He made the process clear and understandable, and I felt confident knowing that my affairs were in good hands.” – Sarah M.
“After losing my husband, I was overwhelmed with grief and unsure where to turn. Steve Bliss provided compassionate support and expert advice during a difficult time. He helped me navigate the probate process smoothly and efficiently.” – Maria L.
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 name a backup trustee or executor?” Or any other related questions that you may have estate planning or my estate planning 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 |