Roseville firm serving Sacramento, Placer, and El Dorado Counties with probate, trust administration, and estate administration for executors, personal representatives, and beneficiaries. David D. Wade founded the firm in 2010, and its attorneys are licensed in California and Washington. Free initial consultation, in person or remotely.
Probate in Sacramento County
Probate Court Record
Sacramento County Superior Court - Probate Division
Sacramento County
Phone
1-916-875-3400 (option 2)
Hours
Monday-Friday 8:30 AM-4:00 PM
Office
3341 Power Inn Road, Sacramento, CA 95826
Website
E-filing
Filing in person
Walk-ins accepted
Self-represented filing
Allowed
Self-help forms
How to file probate in Sacramento County →
Verified October 15, 2026 · Source
Do I need a lawyer for probate in Sacramento County? →Settling an estate in Sacramento County →
Tax Planning Firms Serving Sacramento 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.
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.
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.
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 7 California tax planning firms serving Sacramento 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.
Check the Rules
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.
Calculate Costs
