The Steve Bliss Advantage & The San Diego Probate Law Edge

The Boutique Distinction. At high-volume firms, your legacy is often delegated to “case managers”. David came to us after a generalist firm missed an omitted asset, nearly triggering a $38,000 statutory probate fee.

By speaking directly with Steven F. Bliss on Day 1, we utilized a Heggstad Petition to move the property into the Trust in weeks—not years.

With 4,500 estates protected, we provide the surgical precision your family deserves.

Fiduciary Duty & Precision (Probate Code § 16002)

Under California Probate Code § 16002, a Trustee has a “duty of absolute loyalty” to the beneficiaries. At San Diego Probate Law, we believe legal diligence extends beyond mere compliance.

It means navigating the 2026 legal landscape with a refusal to let family wealth be eroded by unnecessary taxation or court interference. While generalist firms may overlook a Heggstad Petition opportunity or miss a critical Proposition 19 property tax shielding window, our 35+ years of mastery ensures no detail is left to chance.

With 4,500 estates protected, our “Edge” is surgical: we execute the sophisticated financial and legal maneuvers that high-volume firms are simply too busy to identify.

Confidential Confidential. No obligation.

Steven F. Bliss, Esq.

The San Diego Probate Law Edge

Jurisdiction & Expert Tax Oversight

San Diego Venue Mastery

Why 35+ years of navigating local Central and North County probate rules gives your estate a strategic head start.

CPA-Led Tax Mitigation

Leveraging Steven’s accounting background to identify tax-saving opportunities and flawless asset valuation reporting.

Asset Shielding & Statutory Protection

Fiduciary Accountability

Using the California Probate Code to force transparency and ethical management from non-compliant trustees.

Heggstad Petition Mastery

Saving thousands in statutory fees by using §850 to move omitted property into your trust without full probate.

Proposition 19 Compliance

Strategic shielding to prevent property tax reassessment and preserve multi-generational real estate wealth.

Veteran Fiduciary Care

Legacy Advocacy

4,500+ estates protected. We act as your shield against creditor claims and predatory probate delays.

Boutique Legal Precision

100% attorney-managed cases. Your legacy is personally secured by Steven F. Bliss, never a junior associate.

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 Law
3914 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.