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Fundamentals of Estate Planning

Guide To Passing On Your Assets & Values Legally & Efficiently


Fundamentals of Estate Planning

Guide To Passing On Your Assets & Values Legally & Efficiently


Estate Planing Attorney

–Our Practice Areas–

Avoid 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

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.

trustees’ 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.

Discarding 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…

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Estate Planning Law office of Steve Bliss Yelp Reviews

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!!!

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Free Initial Consultation With Steven F. Bliss Esq.

– Testimonials –

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Tony W Yel Review

I have used Steven's services for many years through various changing family circumstances and I very much appreciate and trust his sage advice and clarity. He is able to explain complex legal options in simple terms and provide clear guidance and quick follow through with the requisite legal documents. I especially appreciate that when I have questions or concerns on my living trust, he is able to provide good guidance and quick simple adjustments where appropriate. If you anticipate a long relationship with someone you can trust, consider Steve.

Maria C Yel Review

After my husband and I got married in January, our first line of business was our estate planning to include setting up the family trust, living will, and durable power of attorney. It was kind of a somber process because you're thinking about what to do with your assets if one or both of us passes, but it is definitely needed esp if you just got married. We would recommend Mr. Bliss for your estate planning services. Also, ask about the Yelp discount!

– 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.

Now you can book free appointments with me and schedule with the calendar.
*Temecula or San Diego Office Only

The Law Firm Of Steven F. Bliss Esq. San Diego Probate Attorney and Estate Planning Attorney San Diego

San Diego (Main Office)
3914 Murphy Canyon Rd Suite A202
San Diego, CA 92123
Driving Directions

Phone: +1 (858) 278-2800

The Law Fim of Steven F. Bliss Esq. Temecula Probate Attorney and Estate Planning Attorney MAP and Directions

Temecula & Murrieta Office
41593 Winchester Rd. Suite 200,
Temecula, CA 92590
Driving Directions

Phone: +1 (951) 223-7000

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

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