Orange is in Orange County.

More Special Needs Planning Firms in Orange County

Serves Orange County from Irvine, focusing on trust and estate litigation and probate alongside advanced estate planning. Handles probate petitions, executor appointment, inventory and creditor payment, successor-trustee distributions, and will contests. Keith Codron is a State Bar certified specialist in Estate Planning, Trust and Probate Law with more than 40 years in the field.

Solo PracticeServes 1 countyEstate PlanningTrust AdministrationProbateTrust LitigationElder Law+3

Serves Marin County from San Rafael, with offices across Northern and Southern California and statewide service by phone and video. Handles probate, trust administration, and Medi-Cal and elder law matters alongside estate and tax planning. Founder Jim Cunningham heads the San Rafael office and is a State Bar certified specialist in Estate Planning, Trust and Probate Law.

Serves the whole stateFree consultationVirtual consultationsEstate PlanningTrust AdministrationProbateElder LawTax Planning+3

Serves Orange County from Santa Ana, and takes matters in Los Angeles, Riverside, San Bernardino, and San Diego counties. Handles court-supervised probate administration, post-death trust administration for successor trustees, and estate and trust dispute mediation, alongside long-term care planning and special needs trusts. Home and office visits are available.

Solo PracticeServes 5 countiesFree consultationEstate PlanningTrust AdministrationProbateElder LawSpecial Needs PlanningReal Estate

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

Newport Beach firm serving Orange County and families throughout California, founded by Darlynn Morgan in July 2005. Handles probate administration and executor guidance through the court, trust administration after a death, and special needs and Medi-Cal planning. Offers a no-charge post-death estate review.

Serves the whole stateFree consultationEstate PlanningTrust AdministrationProbateElder LawSpecial Needs Planning+2

Irvine practice serving Orange County and the rest of Southern California with probate and trust administration, trust review and litigation, guardianships, and conservatorships alongside estate and estate-tax planning. W. Bailey Smith is certified by the State Bar of California as a specialist in estate planning, trust and probate law and was admitted in 1971.

Solo PracticeServes the whole stateFree consultationEstate PlanningTrust AdministrationProbateTrust LitigationTax Planning+3

All 7 special needs planning firms in Orange County →

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 →

Forms for Planning Your Estate in California

Free forms for planning your estate in California: will, living trust, pour-over will, powers of attorney and TOD deed. 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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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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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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All California forms

Tools for Planning Your Estate in California

Free tools for planning your estate in California: will and trust costs, trust or TOD deed, and the signing rules. 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.

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.

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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.

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Are My Beneficiary Designations Protected?

California automatically revokes an ex-spouse as beneficiary at divorceCal. Prob. Code § 5040Verified Sep 15, 2026View source; employer plans under ERISA follow federal rules either way, so a 401(k) beneficiary changes only by a new designation.

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All California tools