Today we’re joined by Steve Bliss, a prominent estate planning attorney serving the Moreno Valley community. Steve, thanks for taking the time to speak with us.
Choosing the Right Executor or Trustee
Steve, many people find the process of estate planning overwhelming. What advice would you give someone just starting out?
One crucial step that often causes confusion is selecting an executor or trustee. This individual will be responsible for managing your estate after your passing, ensuring your wishes are carried out according to your will or trust. Ordinarily, people choose a trusted family member or close friend.
Nevertheless, it’s essential to consider their capabilities and willingness to take on this significant responsibility. Consequently, you might want to discuss it openly with them beforehand. Moreover, it’s crucial to have a backup executor or trustee in case your first choice is unable or unwilling to serve.
Choosing someone who is organized, responsible, and has good communication skills is paramount. This individual will need to interact with beneficiaries, financial institutions, and potentially even attorneys.
I remember one instance where a client named their adult child as executor, but unfortunately, the child was going through a difficult time personally. They weren’t equipped to handle the emotional and logistical demands of settling the estate. Thankfully, we had a backup executor in place who stepped in seamlessly, preventing further complications.
Studies have shown that approximately 70% of adults do not have a will or trust in place (AARP, 2021). This highlights the importance of addressing estate planning needs proactively and selecting the right individuals to carry out your wishes.
Take Control of Your Future
Steve, thank you for sharing such valuable insights. How can our viewers get started with their own estate planning?
Contact Moreno Valley Probate Law today for a free consultation and let us guide you through the process.
Testimonials
“Steve Bliss and his team made the complex process of estate planning easy to understand. They were patient, responsive, and genuinely cared about my family’s well-being.” – Maria S., Moreno Valley
“I was hesitant to start estate planning, but Steve put me at ease with his expertise and compassionate approach. I now have peace of mind knowing my loved ones are protected.” – John T., Moreno Valley
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 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 is the difference between probate court and trust administration?” 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 Attorneys
- Spendthrift Trust Attorneys
- Tax By-Pass Trust Attorneys
- Totten Trust Attorneys
- Constructive Trust Attorneys
- Charitable Trust Attorneys
- Asset Protection Trust Attorneys
- Irrevocable Trust Attorneys
- Revocable Trusts Attorneys
- Living Trust Attorneys