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 →

Tax Planning Firms Serving San Francisco County

Represents executors, trustees, and beneficiaries across San Mateo, San Francisco, and Santa Clara counties from a downtown Redwood City office near the courthouse, handling probate and trust administration, probate and trust litigation, and estate and gift tax questions. Michael E. Pitts has practiced in San Mateo County for more than 30 years and offers a free half-hour consultation.

Solo PracticeServes 3 countiesFree consultationEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+2

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

Serves Merced, Mariposa, and Stanislaus counties from Merced, with offices in San Jose, Modesto, and Mariposa. Represents trustees and executors on full and summary probate, sub-trust funding, fiduciary accountings, estate tax returns, and post-death tax planning, and handles probate, trust, and estate litigation. One of the few firms with a Mariposa County office.

Serves 5 countiesEstate PlanningTrust AdministrationProbateProbate LitigationTrust LitigationTax Planning

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.

Serves the whole stateFree consultationEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+6

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

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.

Serves the whole stateFree consultationVirtual consultationsEstate PlanningTrust AdministrationProbateTrust LitigationElder Law+3

All 10 California tax planning firms serving San Francisco 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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All California forms

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.

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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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All California tools