Serves San Bernardino County from Upland, along with Los Angeles, Orange, and Riverside counties. Represents families on probate administration, trust administration after a death, asset allocation, and estate tax minimization. Howard Borenstein is a State Bar certified specialist in taxation law, and the initial phone consultation is free.
Probate in Orange County
Probate Court Record
Orange County Superior Court - Probate Division
Orange County
Phone
Hours
Monday-Friday 8:00 AM-4:00 PM
Office
3390 Harbor Boulevard, Costa Mesa, CA 92626
Website
E-filing
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 →
Tax Planning Firms Serving Orange County
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.
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.
Sacramento firm with Folsom and Roseville offices serving Sacramento, Placer, Yolo, and El Dorado Counties with probate administration, trust administration, and conservatorships alongside estate planning. Founder Michael Yee guides executors and families through the probate process. Free case evaluation, with videoconference and phone meetings available.
Stockton estate and tax attorney serving San Joaquin County since 1988. Jeffrey E. Prag guides executors through probate, from filing the will to valuing and liquidating estate assets and paying the decedent's taxes and debts, and administers living trusts, stepping into mediation or litigation when disputes arise between beneficiaries.
All 11 California tax 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
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.
Calculate the Tax
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.
Calculate the Tax
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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