Fundamentals of Estate Planning

Guide To Passing On Your Assets & Values Legally & Efficiently

Client Testimonials

Read some real life experiences with us, what clients have to say.

Probate and Estate Planing Attorney

Our Practice Areas

Estate PlanningAvoid Probate & Estate Taxes

Avoiding probate is by far the most common reason why people seek out the advice of an estate planning attorney.

 

The significant loss of one’s estate to the payment of state and/or federal estate taxes or state inheritance taxes is a great motivator for many people to put an estate plan together.

 

Call Me, your  estate planning attorney today.

Probate``intestate succession``

Probate is the court-supervised process of authenticating a last will and testament if the deceased made one.

 

It includes locating and determining the value of the decedent’s assets, paying his final bills and taxes, then distributing the remainder of the estate to his rightful heirs or beneficiaries.

 

Each U.S. state has specific laws in place to determine what’s required to probate an estate.

Trust Administrationtrustees’ management

Effectively resolved probate or trust administration also requires expert accounting and tax preparation.

 

A trust administration is NOT a court-supervised process, yet its ultimate goal is also the transfer of property from an individual who has died (the “decedent”) to that individual’s beneficiaries who are identified in his/her revocable living trust.

BankruptcyDiscarding debt

Filing bankruptcy can help a person by discarding debt or making a plan to repay debts.

 

A bankruptcy case normally begins when the debtor files a petition with the bankruptcy court.

 

A petition may be filed by an individual, by spouses together, or by a corporation or other entity.

Google Reviews

I just happen to have the greatest experience working with Steve Bliss in San Diego! Top notch wills and estate planning attorney!We have used Steve Bliss many times since 2009...

YELP Reviews

This is the first 5 star review I've given and I don't hand out 5 stars like its candy on Halloween but Steven Bliss EARNED this review. He is honest, trustworthy, direct....THANK YOU SO MUCH!!!

Free Initial Consultation With Steven F. Bliss Esq.

Steven F. Bliss Esq.

I have been in private practice as an attorney since 1991 and my legal practice is focused in the areas of Wills, Living Trusts, Estate Planning, Bankruptcy, Probate and Trust Administration.

Having started out in public accounting, I possess a solid business background and given that I have been a consumer oriented attorney since the early years of my practice, I clearly understand the many different needs of individuals, families and small businesses.

My practice is dedicated to assisting individuals in managing the financial and legal risks that most if not all people have to confront during their lifetimes; and I strive to make complicated financial matters and complex legal issues … easy for my clients to understand by providing clear, concise and thorough explanations.

Testimonials

Why Us?

Why Steve Bliss

I have been in private practice as an Attorney since 1991. My law practice is concentrated in the areas of Wills, Living Trusts and Estate Planning; assisting clients in Probate and Trust Administration matters; assisting clients with Chapter 7 and 13 Bankruptcy cases.

Estate Planning

Estate planning is the process of anticipating and arranging, during a person’s life, for the management and disposal of that person’s estate during the person’s life and at and after death, while minimizing gift, estate, generation skipping transfer, and income tax.

The Probate

Each U.S. state has specific laws in place to determine what’s required to probate an estate. These laws are referred to as “probate codes.” When a decedent dies without a will, they may be called laws for “intestate succession” or something similar. Probate is still required to pay the decedent’s final bills and distribute his estate, even when he dies without a will.

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Temecula or San Diego Office Only

Our Four Office Locations


San Diego (Main Office)

3914 Murphy Canyon Rd Suite A202
San Diego, CA 92123

Driving Directions

Ph: (858) 278-2800


Temecula & Murrieta Office

41593 Winchester Rd. Suite 200,
Temecula, CA 92590

Driving Directions

Ph: (951) 223-7000


Rancho Bernardo

16870 West Bernardo Dr. Suite 400
San Diego, CA 92127

Driving Directions

Ph: (858) 278-2888


San Marcos

100 E. San Marcos Blvd. Suite 400
San Marcos, CA 92069

Driving Directions

Ph: (760) 720-3800

Free initial consultation provided at my
San Diego & Temecula office locations only

We Are Social

Free Consultations in our
San Diego and Temecula Locations:

San Diego: (858) 278-2800

Temecula: (951) 223-7000