Probate in Santa Clara County

Probate Court Record

Santa Clara County Superior Court - Probate Division

Santa Clara County

Hours

Monday-Thursday 8:30 AM-3:00 PM; Friday 8:30 AM-noon

Office

191 North First Street, San Jose, CA 95113

Filing in person

Walk-ins accepted

Self-represented filing

Allowed

Self-help forms

How to file probate in Santa Clara County →

Verified October 15, 2026 · Source

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

Probate Litigation Firms Serving Santa Clara County

Serves San Mateo and Santa Clara counties from Redwood City. Handles trust and probate administration, conservatorships and guardianships, and probate and trust litigation, with seven attorneys certified as specialists in Estate Planning, Trust, and Probate Law. Practicing on the Peninsula since 1987.

Since 1987Serves 2 countiesEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+2

Serves San Francisco, San Mateo, and the surrounding Bay Area from downtown San Francisco. Handles probate and trust administration through asset distribution and title transfers, plus conservatorships and trust and estate litigation. Principal Sheila Robello holds an LLM in taxation and is a State Bar certified specialist in Estate Planning, Trust and Probate Law.

Serves 5 countiesFree consultationEstate PlanningTrust AdministrationProbateProbate LitigationTrust LitigationConservatorship

Represents executors, trustees, and beneficiaries across San Mateo, San Francisco, and Santa Clara counties from a downtown Redwood City office near the courthouse, handling probate and trust administration, probate and trust litigation, and estate and gift tax questions. Michael E. Pitts has practiced in San Mateo County for more than 30 years and offers a free half-hour consultation.

Solo PracticeServes 3 countiesFree consultationEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+2

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 4 countiesEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+2

South Lake Tahoe office serving El Dorado County and the Bay Area with trust and probate administration, trust and probate litigation, and wealth succession planning alongside estate planning. Attorney Jean-Claude Mallein is a dual Certified Specialist in Taxation Law and in Estate Planning, Trust and Probate Law, certified by the California Board of Legal Specialization.

Solo PracticeServes 6 countiesEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+3

Corona-headquartered firm with offices in San Diego, Newport Beach, Glendale, and San Francisco, plus satellite offices in Riverside, Temecula, Vista, and Roseville. Through its Sandoval Legacy Group division it handles probate and trust administration, conservatorships, will contests and fiduciary disputes, elder law, and special needs planning. Offers a free phone consultation.

Serves 7 countiesFree consultationVirtual consultationsEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+6

All 31 California probate litigation firms serving Santa Clara 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.

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Revocable Living Trust

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

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Last Will and Testament

In California, a will is signed before 2Cal. Prob. Code § 6110Verified Oct 18, 2026View source witnesses, and the witnesses sign an affidavit at probate instead of a self-proving affidavitCal. Prob. Code § 6110Verified Oct 18, 2026View source.

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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.

How Much Does Probate Cost?

Probate on a $500,000 estate in California costs an estimated $27,235Cal. Prob. Code § 10810Verified Sep 8, 2026View source. Attorney fees are statutory (set by law)Cal. Prob. Code § 10810Verified Sep 8, 2026View source.

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Who Inherits Without a Will?

California is a community property state, so the surviving spouse already owns half of what the couple acquired during the marriage. Without a will in California, descendants divide what passes to them per capita with representationCal. Prob. Code § 240Verified Oct 21, 2026View source, and an heir must survive the decedent by 120 hoursCal. Prob. Code § 6403(a)Verified Oct 21, 2026View source to inherit.

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What Are the Creditor Claim Deadlines?

In California, creditors have 4 monthsCal. Prob. Code § 9100 — later of 4 months from letters or 60 days from mailed/personal notice of administrationVerified Sep 8, 2026View source from the personal representative's appointment to present claims; late claims are barred.

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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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How Much Can an Executor Charge?

California sets executor compensation by statute — about $13,000 on a $500,000 estate, roughly 2.6%Cal. Prob. Code § 10800Verified Sep 8, 2026View source.

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