Probate in San Francisco County

Probate Court Record

San Francisco County Superior Court - Probate Court

San Francisco County

Hours

Monday-Friday 8:30 AM-noon and 1:00 PM-4:00 PM

Office

400 McAllister Street, Room 103, San Francisco, CA 94102

Filing in person

Walk-ins accepted

Self-represented filing

Allowed

Self-help forms

How to file probate in San Francisco County →

Verified October 15, 2026 · Source

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

Special Needs Planning Firms Serving San Francisco County

Oakland boutique focused exclusively on trust and estate law, serving Alameda, Contra Costa, and San Francisco Counties. Represents trustees and personal representatives through probate and trust administration, including special needs trusts, and handles gift and estate tax planning. Partners Carolyn Henel and Agnieszka Adams are Certified Specialists in Estate Planning, Trust and Probate Law.

Serves 3 countiesEstate PlanningTrust AdministrationProbateTax PlanningSpecial Needs Planning

Roseville firm handling probate and decedent estate administration, including ancillary probate, plus trust administration, conservatorships, and litigation in those areas — will contests and beneficiary disputes. Marlene Sanborn, a retired Air Force flight engineer, opened the firm in 2006 and has practiced law in California since 1998.

Solo PracticeSince 2006Serves 13 countiesFree consultationEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+2

Brisbane practice with a Central Valley office, serving the Bay Area plus Stanislaus and San Joaquin Counties with probate and trust administration alongside estate planning. Emily Wirowek guides executors and successor trustees through inventories, creditor claims, tax returns, and distribution, and makes house calls. Free initial consultation.

Solo PracticeServes 4 countiesFree consultationEstate PlanningTrust AdministrationProbateSpecial Needs PlanningBusiness FormationBusiness Succession Planning

Woodland firm with a second Fairfield office serving Yolo and Solano Counties — Davis, Dixon, Vacaville, Rio Vista, and Vallejo — with probate, trust administration, conservatorships, and special needs trusts alongside estate planning and long-term-care planning. Barbara Sonin is a certified specialist in estates, trusts, and probate. Meetings are available by Zoom.

Solo PracticeServes 2 countiesVirtual consultationsEstate PlanningTrust AdministrationProbateConservatorshipSpecial Needs PlanningLong Term Care Planning

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

Riverside practice serving Riverside, San Bernardino, Orange, and Los Angeles counties. Handles probate and estate administration, trust administration, trust and will litigation, spousal property petitions, conservatorships, and guardianships. Kristine M. Borgia is a State Bar of California certified specialist in trust, estate planning, and probate law, and is fluent in Spanish.

Solo PracticeServes the whole stateFree consultationEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+5

All 13 California special needs planning firms serving San Francisco 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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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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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