Client Testimonials

Laurie C., Dir. of Human Resources, San Diego, CA

I would like to thank you for your presentation on Estate Planning. The ‘lunch and learn’ presented at our office was convenient for our employees to attend and seminar content was informative and ‘user-friendly. As a result of your seminars several of our employees have sought your counsel in either obtaining additional information, or in my case and other members of management, actually engaged your services to set up a family trust. I’d like to say that working with you has been a breeze. You took a complicated area of law and made it easy for the end user to understand, but most importantly to appreciate the importance of protecting our assets for future generations.

Alisa G., Human Resources Manager

I am writing this letter of recommendation to show my appreciation of the Estate Planning work of Steve Bliss. He has given several brown bag lunch seminars for the employees of our company. All of his talks were well attended and well received. He is timely, well prepared, and works well with a diverse group of employees. Additionally, Mr. Bliss has taken on the task of estate planning for myself and my husband on a private basis. We are very pleased with the quality of the work, with his pricing structure, and with the ease of working through this complex task. I would highly recommend Mr. Bliss to anyone needing estate planning and/or financial planning advice and professional support.

Detective Mary G., San Diego, CA

I am writing in response to service I received from Mr. Steven Bliss. I attended a seminar presented by Mr. Bliss on “wills and estate planning”, at the San Diego Police Officers Association building. At my request, Mr. Bliss followed up on his presentation with a consultation, in a timely maimer. Mr. Bliss was both professional and pleasant to work with as myself and fiancйe planned for our future. Mr. Bliss was able to juggle a multitude of considerations into two concise packages, specific to our immediate requirements.Mr. Bliss exemplifies the definition of customer service. On one occasion, he personally delivered documents to my place of business, an act seldom heard of in today’s business world. Please continue to make seminars, such as those offered by Mr. Bliss, available to members of the Police Officer’s Association. He understands the needs and concerns of those who have chosen law enforcement as a career. Should you have any questions please feel free to contact me directly, at the address noted below.

Sgt. Randy L., El Cajon, CA

As a police officer with a large metropolitan department, and a husband and father of three young children, the present and future welfare of my family are always foremost on my mind. After attending a seminar on living trusts and wills, put on by Steve Bliss at our local Police Officer’s Association, it became apparent to me that I was sorely lacking in protecting the future of my family should I meet an untimely demise. I asked Steve to prepare our family trust, wills, living wills, etc. Steve was responsive to my family’s needs. His price seemed extremely reasonable for the services he provided. I would highly recommend Steve for anyone who is concerned about their family’s future.

Jim and Karen B., San Diego, CA

This is a letter of recommendation for Steven F. Bliss, Attorney at Law. We first contracted with Mr. Bliss in 1998 to develop a Family trust for our family. Mr. Bliss was recommended to us by a friend who also had a trust done and they were pleased with his work. In October of this year we worked once again with Mr. Bliss to update our Trust and Will. He continues to show that he is very knowledgeable and attentive to all of our needs. He took the time to explain all of our options and made some appropriate suggestions. He was careful to include everything into the trust including wills, power of attorneys, etc. We would not hesitate to recommend Steve to anyone considering establishing a similar type of document.

Robert B., San Diego, CA

I recently utilized Mr. Bliss services to write a last will and testament, a trust, and a living will for my wife and myself. His services are very reasonably priced, which is more than important to me. He helped us decide portions of these very important documents which we had been reluctant to initiate. He helped us by explaining the necessities, legalities, and the requirements of such items and set us at ease about having this one of life’s requirement taken care of.. We learned of Mr. Bliss’s offered services while attending a short seminar at The Telephone Pioneers luncheon in October. I highly recommend Mr. Bliss based on the above mentioned experience.

Danny B., Escondido, CA

It is with pleasure that I write this letter to recommend your estate planning services. For years, my wife and I accumulated assets and savings for our family’s future in a random and haphazard manner. We had no real goal and no defined plan to reach one (a recipe for failure). However, after attending your informative and down-to-earth presentation on wills, living trusts, and estate planning at the San Diego Police Officers Association building, I was convinced that you could help us stop spinning our wheels and get on the right track. During the past six months, you have taken the time to listen to us and carefully explain some of the more complex elements of estate planning in terms that we could understand. You have helped us visualize an attainable goal and create a strategic plan to maximize, manage, and protect our assets. You have made yourself accessible and readily available for the many questions that have arisen during the course of our planning. In short, you have eased our minds and given us the confidence to proceed down the often intimidating road to financial security. Thank you for your expert advice and genuine concern. My wife and I are looking forward to a long term, professional relationship with you.

David F., Vista, CA

I want to thank you for your prompt follow-through and professionalism. The thoroughness of your process in explaining the procedures for setting up the living trust was most appreciated. No matter how small or large an estate is, I believe you treat each client with high standards of customer service. I have already spoken to my relatives and friends regarding you and the ease by which my trust was established. When I come across someone who has an estate planning need, I plan to tell them of the customer-oriented experience I had with you. Once again thank you for your professionalism.

Jerry and Edye S., Oceanside, CA

We have retained the services of Steven F. Bliss, Attorney at Law, to advise us of the benefits and options in a Living Trust and to complete all the necessary documents for establishing the trust. We have found Steven to be very knowledgeable, open to questions and suggestions and very pleasant to work with. The entire documents were drawn up and completed in a very timely manner. We have found his fees for this service to be the very fair and reasonable. If you are looking for an attorney you can trust-that has your best interest in heart, Steve is the one you want to work with.

Clyde and Judy H., San Diego, CA

About two months ago, I met Steven Bliss at a seminar for Estate Planning, which was held at my company, Pulse Engineering. At that time, I knew very little about living trusts, etc. and thought I should know more. Steven offered a complimentary consultation, which I signed up for. A few weeks later he actually came out to our house to meet with my husband and me. My husband, Clyde, also knew very little, so this meeting was very educational for us both. Steven explained everything to us in very easy to understand terms. We then decided to retain him as our attorney and to establish a living trust for our family. We believe Steven to be very knowledgeable, extremely professional, very personable and most attentive to our concerns. His fees for his services are very fair and we highly recommend Steven to any one needing legal services. And can you believe, he even makes “House calls”.

Patrick C., San Diego, CA

I am writing to recommend Steven F. Bliss, Attorney At Law, based on the experience my wife Ann and I have had with him over the last year and one-half. During that time he has assisted us in establishing a family trust and related documents. He was selected by us after interviewing several candidates for this work. We were impressed by his thoroughness and ability to explain the many tax laws and alternatives to relating to family estate planning. His work was thorough and he performed his services in a prompt and professional fashion. My wife and I were sufficiently impressed with his services and with him as an individual, that we have unhesitatingly recommended him to several of our friends who are also seeking guidance in establishing family trusts. Based on our recommendation, he prepared a family trust for my parents. Shortly thereafter, both of my parents died over the last eight months and I have been acting as executor of their estate. We have had the opportunity to see and appreciate the benefits of having a clearly drafted will and related documents in the discharge of those duties. Steve was extremely helpful throughout the process and made himself available on very short notice on several occasions, I am sure at some inconvenience to him. We have greatly enjoyed the experience of working with Mr. Bliss and will continue to recommend him. He has a diverse background and is fully conversant with financial planning and tax matters, bringing knowledge of accounting together with his legal training and experience. His personality makes him a pleasure to work with. His interests are widespread and his ability to simplify and organize complex information are assets I find all too rare in my dealings with other professionals, in particular, and the public in general.