Meet the Expert
Good morning, Moreno Valley! My name is Maria Sanchez, and today we’re joined by renowned estate planning attorney Steve Bliss of Moreno Valley Probate Law. Welcome to the show, Steve.
The Importance of Selecting an Executor or Trustee
Steve, let’s talk about one of the critical steps in estate planning: selecting an executor or trustee. Why is this decision so important?
“Choosing the right executor or trustee is paramount,” explains Steve Bliss. “This individual will be responsible for carrying out your wishes as outlined in your will or trust after you pass away. Their duties can include managing your assets, paying debts and taxes, and distributing property to your beneficiaries.”
He continues, “Consequently, it’s crucial to select someone you trust implicitly, who is organized, responsible, and capable of handling financial matters. Consider factors like their age, health, and willingness to take on this significant responsibility. It’s also wise to discuss your expectations with them beforehand so they understand the role fully.”
Moreover, Steve emphasizes that “having a backup executor or trustee in place is always a good idea. Circumstances can change unexpectedly, and it’s essential to have a contingency plan.”
Challenges Faced
Steve, are there any common issues you’ve encountered when clients choose their executors or trustees?
“Sometimes families struggle to agree on who should fill this role,” Steve shares. “This can lead to conflict and delay the estate settlement process. In one instance, siblings disagreed about their mother’s choice of executor. Ultimately, we worked with them to find a mutually acceptable solution through open communication and mediation.”
He recounts another situation: “I had a client who named a close friend as executor, but that friend later experienced health problems, making them unable to fulfill the role. Fortunately, we had anticipated this possibility and had a backup executor in place.”
Peace of Mind through Planning
According to a 2021 survey by Caring.com, nearly 60% of Americans don’t have a will. Having a properly executed estate plan can bring significant peace of mind knowing your loved ones will be cared for according to your wishes.
A Word from Satisfied Clients
“Steve Bliss was incredibly patient and understanding as he guided us through the complexities of setting up our trust,” shares Sarah M. “He explained everything clearly and made sure we felt comfortable with every decision.”
“Moreno Valley Probate Law made a difficult process so much easier,” adds John K. “Their professionalism and compassion were truly invaluable during a challenging time.”
Take Control of Your Future
Ready to secure your family’s future? Contact Moreno Valley Probate Law today for a free consultation and take the first step toward building a comprehensive estate plan tailored to your unique needs.
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: “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 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 |