Probate in Calaveras County

Probate Court Record

Calaveras County Superior Court - Probate Division

Calaveras County

Hours

Monday-Friday 8:15 AM-3:00 PM

Office

400 Government Center Drive, San Andreas, CA 95249

E-filing

Filing in person

Walk-ins accepted

Self-represented filing

Allowed

How to file probate in Calaveras County →

Verified October 15, 2026 · Source

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

Trust Administration Firms Serving Calaveras County

Modesto firm on K Street serving Stanislaus, San Joaquin, Merced, Mariposa, Tuolumne, and Calaveras counties with trust administration and probate alongside wills, trusts, and powers of attorney. Founded in 2009 by Gina Leguria, whose own family spent four and a half years in probate court after her father died, it also handles Medi-Cal and special needs planning.

Since 2009Serves 6 countiesFree consultationEstate PlanningTrust AdministrationProbateElder LawSpecial Needs Planning+3

Modesto firm serving Stanislaus, Merced, San Joaquin, Tuolumne, Calaveras, and Fresno Counties with probate administration, trust administration, and estate and gift tax planning alongside wills and trusts. Offers a free consultation on all new probate matters.

Serves 6 countiesFree consultationEstate PlanningTrust AdministrationProbateTax 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

Serves Amador and Calaveras counties from Main Street in Jackson. Handles probate and trust administration after a death alongside wills and trusts. Gwendolyn K. Christeson founded the practice and is a State Bar certified specialist in Estate Planning, Trust and Probate Law, practicing in Amador County since 2003; new estate plans get a free 30-minute consultation.

Solo PracticeSince 2003Serves 2 countiesFree consultationEstate PlanningTrust AdministrationProbate

Jackson sole practitioner serving Amador County and the surrounding Mother Lode with estate planning, probate, trust administration, and Medi-Cal planning. Guides clients through probate from the petition through paying creditors, selling estate real property, and final distribution, and advises trustees on accountings. Makes house calls for clients unable to come to the office.

Solo PracticeServes 2 countiesEstate PlanningTrust AdministrationProbateMedicaid Planning

Serves San Francisco and the greater Bay Area from downtown San Francisco, and handles probate proceedings in every California county. Guides executors, administrators, and trustees through probate and trust administration alongside estate planning, billing probate work at California Probate Code statutory rates. Founded in 2018.

Since 2018Serves the whole stateFree consultationVirtual consultationsEstate PlanningTrust AdministrationProbate

All 34 California trust administration firms serving Calaveras 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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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 Do I Settle a Trust?

Settling a trust in California happens outside court: the trustee acts under the state's trust statuteCal. Prob. Code § 15000 et seq.Verified Oct 17, 2026View source, notifies the beneficiaries within 60 daysCal. Prob. Code §§ 16061.7, 16061.8, 16064, 16460Verified Sep 15, 2026View source, then pays the debts and distributes under the trust's terms.

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What's Fair Trustee Compensation?

In California, trustee compensation follows "reasonable compensation" (UTC § 708 or equivalent)Cal. Prob. Code §§ 15680-15688Verified Sep 18, 2026View source unless the trust instrument sets a different amount.

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How Do I Settle an Estate?

Settling an estate in California: the personal representative files the estate inventory within 120 daysCal. Prob. Code §§ 8800-8804, 8900-8903Verified Sep 15, 2026View source of appointment; creditors have 4 monthsCal. Prob. Code §§ 9050-9054, 9100-9104, 9150, 9153, 9256, 9353, 11420; CCP § 366.2Verified Oct 18, 2026View source to present claims; a simple estate closes in 9 months to 12 months.

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Do I Have to File Tax Returns for Someone Who Died?

California requires a final state income tax return for the decedent alongside the federal Form 1040Cal. Rev. & Tax. Code §§ 17041, 17043; Cal. Const. art. XIII, § 36(f)(2)Verified Sep 20, 2026View source; a federal estate tax return (Form 706) is required only for estates above $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source.

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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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