Concord is in Contra Costa County.

More Trust Administration Firms in Contra Costa County

Serves Contra Costa and Alameda counties from Walnut Creek, handling probate and trust administration alongside estate planning and bankruptcy. David A. Arietta opened the practice in 1999 and is certified by the California Board of Legal Specialization as a specialist in both bankruptcy law and estate planning, trust, and probate law.

Solo PracticeSince 1999Serves 2 countiesFree consultationEstate PlanningTrust AdministrationProbate

Walnut Creek firm serving Contra Costa and Alameda counties. Probate work covers court filings and hearings, creditors' claims, inventory and appraisals, court accountings, and distribution, alongside trust administration, conservatorship petitions, and special needs trusts. Represents trustees, personal representatives, beneficiaries, and heirs in will contests and trust disputes.

Serves 2 countiesEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+4

Serves Marin County from San Rafael, with offices across Northern and Southern California and statewide service by phone and video. Handles probate, trust administration, and Medi-Cal and elder law matters alongside estate and tax planning. Founder Jim Cunningham heads the San Rafael office and is a State Bar certified specialist in Estate Planning, Trust and Probate Law.

Serves the whole stateFree consultationVirtual consultationsEstate PlanningTrust AdministrationProbateElder LawTax Planning+3

Estate planning and elder law firm in Walnut Creek serving Contra Costa and Alameda counties. Guides executors and administrators through California probate and handles trust administration, conservatorships, and Medi-Cal and long-term-care planning, with a strong special needs practice. Founding attorney Aaron Feldman brings over 35 years of legal experience.

Serves 2 countiesFree consultationEstate PlanningTrust AdministrationProbateElder LawConservatorship+4

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.

Serves 3 countiesEstate PlanningTrust AdministrationProbateProbate LitigationElder Law+4

Sacramento probate attorney whose personal practice is 100% probate court work, serving all counties of California since 1994 and Of Counsel with CunninghamLegal. John Palley is a Certified Specialist in Estate Planning, Trust and Probate Law and has completed over 2,000 California probate estates. Free consultation, with Zoom and phone meetings statewide.

Solo PracticeServes the whole stateFree consultationVirtual consultationsEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+2

All 7 trust administration firms in Contra Costa County →

Probate in Contra Costa County

Probate Court Record

Contra Costa County Superior Court - Probate Division

Contra Costa County

Hours

Monday-Friday 8:00 AM-4:00 PM

Office

725 Court Street, Martinez, CA 94553

Self-represented filing

Allowed

Self-help forms

How to file probate in Contra Costa County →

Verified October 15, 2026 · Source

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