Boutique Capitola firm serving Santa Cruz County and the surrounding Monterey Bay area. Handles probate, trust administration, conservatorships, and guardianships alongside estate planning and taxation, with three attorneys on staff. Founding attorney Emily J. Buchbinder is a State Bar certified legal specialist in Estate Planning, Trust, and Probate Law.
Probate in Monterey County
Probate Court Record
Monterey County Superior Court
Monterey County
Phone
Hours
Monday-Friday 8:00 AM-4:00 PM
Office
1200 Aguajito Road, Monterey, CA 93940
Website
E-filing
Self-represented filing
Allowed
Self-help forms
How to file probate in Monterey County →
Verified October 15, 2026 · Source
Do I need a lawyer for probate in Monterey County? →Settling an estate in Monterey County →
Conservatorship Firms Serving Monterey County
Santa Cruz firm handling probate and trust administration and estate and trust litigation across Santa Cruz, Monterey, San Benito, and Santa Clara Counties, representing executors, trustees, and beneficiaries in distribution and conservatorship disputes. Partner Steven Penrose has been a Certified Specialist in Estate Planning, Trust & Probate Law since 2004.
Serves San Diego County and Southern California from Newport Avenue in San Diego, centered on probate and trust disputes. Handles probate and trust administration, contested wills and accountings, trustee removal, and breach-of-fiduciary-duty claims, plus elder law and Medi-Cal planning. Vincent M. Casiano is a State Bar certified specialist; the first 30-minute consultation is free.
Serves Orange County and San Diego from offices in Irvine and San Diego, and takes probate and trust litigation statewide. Handles trust and will contests, trustee misconduct and accounting disputes, conservatorship fights, and elder financial abuse claims, with probate and trust administration alongside. Founded in 2005; often brought in as trial counsel when an estate plan breaks down.
San Diego estate, trust, and probate firm in Bankers Hill, with clients throughout California. Guides executors and administrators through probate — identifying assets and debts, paying creditors, distributing to beneficiaries — and handles trust administration, beneficiary representation, fiduciary duty disputes, and conservatorships and guardianships.
Yuba City firm serving Sutter, Yuba, and Placer Counties since 1983, with a second office in Roseville. Handles probate, trust administration, and conservatorship and guardianship matters, and represents beneficiaries and fiduciaries in probate and trust disputes across California. Also prepares revocable and irrevocable trust-based estate plans.
All 20 California conservatorship firms serving Monterey County →
Forms for Planning and Settling an Estate in California
Free California forms to plan or settle an estate: a will, trust, powers of attorney, TOD deed and the probate forms. Prepare each form for California.
Free
Healthcare Power of Attorney
California allows a choice for a healthcare power of attorney: 2Cal. Prob. Code § 4701Verified Oct 15, 2026View source witnesses or a notary.
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Free
Financial Power of Attorney
California requires explicit durability language for a power of attorney to survive incapacityCal. Prob. Code §§ 56, 4053, 4120, 4121, 4122, 4123, 4124, 4127, 4128, 4129, 4130, 4150, 4152, 4200, 4230, 4264, 4300, 4401, 4402, 4450, 4451, 4452, 4453, 4455, 4456, 4457, 4459, 4461, 4462, 4463, 4464, 4465; Cal. Civ. Code §§ 1095, 1189, 1556, 2356, 2933; Cal. Fam. Code § 6500; AB 2199 (Stats. 2026, ch. 47) §§ 4401, 4466 eff. 2027-01-01 per Cal. Const. art. IV § 8(c)(1); verified against leginfo.legislature.ca.gov 2026-07-14, re-verified 2026-09-18; Cal. Prob. Code §§ 3, 872, 879.1, 879.2, 4054, 4409 and Stats. 2024, ch. 799 (SB 1458) read 2026-10-11Verified Oct 21, 2026View source, and it is signed before 2Cal. Prob. Code §§ 56, 4053, 4120, 4121, 4122, 4123, 4124, 4127, 4128, 4129, 4130, 4150, 4152, 4200, 4230, 4264, 4300, 4401, 4402, 4450, 4451, 4452, 4453, 4455, 4456, 4457, 4459, 4461, 4462, 4463, 4464, 4465; Cal. Civ. Code §§ 1095, 1189, 1556, 2356, 2933; Cal. Fam. Code § 6500; AB 2199 (Stats. 2026, ch. 47) §§ 4401, 4466 eff. 2027-01-01 per Cal. Const. art. IV § 8(c)(1); verified against leginfo.legislature.ca.gov 2026-07-14, re-verified 2026-09-18; Cal. Prob. Code §§ 3, 872, 879.1, 879.2, 4054, 4409 and Stats. 2024, ch. 799 (SB 1458) read 2026-10-11Verified Sep 18, 2026View source witnesses or a notary.
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Tools for Planning and Settling an Estate in California
Free calculators and checklists to plan or settle an estate in California: will and trust costs, probate, executor pay and taxes. Run each tool for California.
What Does Estate Planning Actually Cost?
An attorney-prepared revocable trust in California runs $4,320Estimate: 10 hours at $432, Clio's California Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $6,480Estimate: 15 hours at $432, Clio's California Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source and a simple will $1,329Estimate: 3 hours at $443, Clio's California Wills and Estates rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $2,658Estimate: 6 hours at $443, Clio's California Wills and Estates rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source, against $0 to $549 up front plus a subscription with an online service.
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How Do I Settle an Estate?
Settling an estate in California: the personal representative files the estate inventory within 120 daysCal. Prob. Code §§ 8800-8804, 8900-8903Verified Sep 15, 2026View source of appointment; creditors have 4 monthsCal. Prob. Code §§ 9050-9054, 9100-9104, 9150, 9153, 9256, 9353, 11420; CCP § 366.2Verified Oct 18, 2026View source to present claims; a simple estate closes in 9 months to 12 months.
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