Probate in Orange County

Probate Court Record

Orange County Superior Court - Probate Division

Orange County

Hours

Monday-Friday 8:00 AM-4:00 PM

Office

3390 Harbor Boulevard, Costa Mesa, CA 92626

Filing in person

Walk-ins accepted

Self-represented filing

Allowed

Self-help forms

How to file probate in Orange County →

Verified October 15, 2026 · Source

Do I need a lawyer for probate in Orange County? →Settling an estate in Orange County →

Medicaid Planning Firms Serving Orange County

Serves Santa Barbara, Ventura, San Luis Obispo, Kern, and Los Angeles counties, with six Central Coast and Southern California offices. Handles probate and trust administration, conservatorships, guardianships, and will and trust disputes, alongside estate planning and Medi-Cal planning. Christopher Botti is a State Bar board certified specialist in Estate Planning, Trust and Probate Law.

Serves 5 countiesFree consultationEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+5

Bakersfield firm serving Kern County and the San Joaquin Valley since 1953, with offices in Fresno, Pasadena, Encinitas, and Santa Barbara. Handles probate and estate administration, including for personal representatives living outside California, plus trust administration and probate and trust disputes. Practice group leader Nancy L. Oehler is a certified specialist in trust and probate law.

Since 1953Serves 5 countiesEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+5

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.

Solo PracticeServes the whole stateFree consultationEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+4

Los Angeles and Torrance firm handling probate, trust administration, will contests, and trust and estate litigation across Southern California, alongside a deep tax practice. Also covers elder law, conservatorships, Medi-Cal planning, and special needs trusts. David Lee Rice is a certified specialist in taxation and a NAELA-certified elder law attorney. Free 30-minute consultation.

Serves the whole stateFree consultationEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+6

El Dorado Hills practice serving the Sacramento Valley and the Sacramento, Placer, and El Dorado foothill communities with probate administration and trust administration for families and business owners, plus elder law and Medi-Cal planning. David R. Morris is a State Bar of California Certified Specialist in Estate Planning, Trust and Probate Law.

Solo PracticeServes the whole stateEstate PlanningTrust AdministrationProbateElder LawAsset Protection+2

All 8 California Medicaid planning firms serving Orange 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.

$12/month

Revocable Living Trust

Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.

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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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All California forms

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.

How Much Does a Revocable Living Trust Cost?

An attorney-prepared revocable living 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 for an individual, against $0 to $549 up front plus a subscription with an online service.

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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.

Calculate Costs

How Much Life Insurance Do I Need?

In California, four years at a public university cost about $99,700NCES Digest of Education Statistics 2023, Table 330.20, public 4-year in-state tuition, fees, room and board, academic year 2022-23Verified Oct 17, 2026View source and the cost of living is 11% above the U.S. averageBEA Regional Price Parities, all items, by state, 2024Verified Oct 17, 2026View source; no state estate or inheritance tax appliesNo state estate, inheritance, or gift tax; prohibited by Cal. Rev. & Tax. Code § 13301 (voter Prop 6, 1982). California Estate Tax Return no longer required for decedents dying on/after Jan. 1, 2005 (CA State Controller's Office).Verified Sep 15, 2026View source.

Calculate the Amount

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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All California tools