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35+ Years Practicing Estate Planning & Trust Administration
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The Protected Legacy
“We needed a plan that kept our family home out of probate and secured our children’s future without the court’s interference.”
Outcome:
100% Probate Avoidance Achieved
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Real Peace of Mind for Families.
“Mr. Bliss deeply understands the relevant laws. He structured everything so my quitclaim deed would not trigger property tax reassessment—he even modified the change of ownership report accordingly.”
Review via Yelp ↗“Mr. Bliss recommended several crucial legal steps we didn’t even know existed—things only a knowledgeable professional attorney would catch. I highly recommend Mr. Bliss and his professional team.”
Review via Yelp ↗“Steve wrote my Living Trust 20 years ago and it needed updating this year. He did a great job explaining the ins and outs and how our assets are brought into the Trust for our protection.”
Review via Yelp ↗
Attorney Advertising, Legal Disclosure & Authorship
ATTORNEY ADVERTISING.
This content is provided for general informational and educational purposes only and does not constitute legal, financial, or tax advice.
Under the California Rules of Professional Conduct and State Bar advertising regulations, this material may be considered attorney advertising.
Reading this content does not create an attorney-client relationship or any professional advisory relationship.
Laws vary by jurisdiction and are subject to change, including recent 2026 developments under California’s AB 2016 and evolving federal estate and reporting requirements.
You should consult a qualified attorney or advisor regarding your specific circumstances before taking action.
Responsible Attorney:
Steven F. Bliss, California Attorney (Bar No. 147856).
Local Office:
San Diego Probate Law3914 Murphy Canyon Rd San Diego, CA 92123 (858) 278-2800
San Diego Probate Law is a practice location and trade name used by Steven F. Bliss, Esq., a California-licensed attorney.
About the Author & Legal Review Process
This article was researched and drafted by the Legal Editorial Team of the Law Firm of Steven F. Bliss, Esq.,
a collective of attorneys, legal writers, and paralegals dedicated to translating complex legal concepts into clear, accurate guidance.
Legal Review:
This content was reviewed and approved by Steven F. Bliss, a California-licensed attorney (Bar No. 147856).
Mr. Bliss concentrates his practice in estate planning and estate administration, advising clients on proactive planning strategies and representing fiduciaries in probate and trust administration proceedings when formal court involvement becomes necessary.
With more than 35 years of experience in California estate planning and estate administration,
Mr. Bliss focuses on structuring enforceable estate plans, guiding fiduciaries through court-supervised proceedings,
resolving creditor and notice issues, and coordinating asset management to support compliant, timely distributions and reduce fiduciary risk. |
Unlike a Will, which becomes a matter of public record upon filing with the San Diego Superior Court, a Living Trust remains a private document. This ensures your family’s assets and beneficiaries are never exposed to public scrutiny or aggressive solicitors.
Statutory fees in California are strictly regulated by the Probate Code and scale with the gross value of the estate. For families in San Diego and Riverside County, we provide a sophisticated analysis to minimize these costs through advanced Trust Administration strategies.
Legacy planning is an evolving process. We frequently review and amend existing documents to reflect changes in California tax law, family dynamics, or asset acquisition, ensuring your shield remains impenetrable over time.
The duties of a Successor Trustee are extensive and carry significant legal liability. We provide the veteran guidance required to handle tax filings, asset appraisals, and beneficiary distributions with absolute precision.