San Diego County firm on Hotel Circle North that has focused on probate, trusts, and estates for more than 30 years. Represents personal representatives and trustees through probate and trust administration, prepares estate tax returns and trust accountings, and litigates contested probate and trust matters. Also handles conservatorships and guardianships.
Cardiff-by-the-Sea is in San Diego County.
More Tax Planning Firms in San Diego County
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.
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.
Irvine firm with a second office in Carlsbad, serving Orange County and San Diego County families through probate, trust administration, and trust and estate litigation, including inheritance disputes and elder abuse claims. Its attorneys report more than 150 years of collective experience; the firm practised as Law & Stein, LLP before adding partner Shauna R. Anderson.
Littorno Law Group
16935 West Bernardo Drive, Rancho Bernardo Courtyard, #170 East Lobby, San Diego, CA 92127
East Contra Costa firm in Pittsburg, with additional offices in San Diego and San Mateo, that administers decedents' estates through court probate and settles revocable living trusts after a death for successor trustees. It also handles estate litigation and Medi-Cal and veterans-benefit planning for families facing elder care.
San Diego firm handling probate and estate administration for San Diego County families, carrying personal representatives through court filings, asset inventories, creditor notices, and final distribution. Also handles general and limited conservatorships alongside estate planning and asset protection. Founder Nicole D'Ambrogi is a U.S. Navy veteran who advocates for veterans.
Probate in San Diego County
Probate Court Record
San Diego County Superior Court - Probate Division
San Diego County
Phone
Hours
Monday-Friday 8:30 AM-4:00 PM
Office
1100 Union Street, 3rd Floor, San Diego, CA 92101
Website
E-filing
Filing in person
Walk-ins accepted
Self-represented filing
Allowed
Self-help forms
How to file probate in San Diego County →
Verified October 15, 2026 · Source
Do I need a lawyer for probate in San Diego County? →Settling an estate in San Diego 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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Free
Pour-Over Will
In California, a pour-over will is signed before 2Cal. Prob. Code § 6110Verified Oct 18, 2026View source witnesses and moves anything left outside the trust into it through probate.
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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 Are Estate & Inheritance Taxes?
California levies no estate or inheritance taxNo 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; only the federal estate tax applies above $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source.
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What Taxes Apply to My Inheritance?
California imposes no inheritance or estate taxNo 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; probate assets arrive when the estate closes, 9 months to 12 months for a simple estate.
Calculate the Tax
How Does Step-Up in Basis Work?
Inherited assets in California take a basis reset to fair market value on the date of death26 USC § 1014Verified Sep 15, 2026View source, and the gain on a later sale faces ordinary income tax at the state's regular ratesCal. Rev. & Tax. Code § 17041(a), (e), (h) — rate schedule; estates/trusts taxed at individual rates; annual bracket indexingVerified Sep 15, 2026View source.
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When Do I Have to Withdraw an Inherited IRA?
See which federal withdrawal rules apply to an inherited IRA, Roth IRA, or employer plan, the deadline year, and the missed-withdrawal tax.
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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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