Napa estate planning and elder law practice led by Anthony Celaya, with offices across California from Santa Rosa and Sacramento to Los Angeles and San Diego. Handles probate and estate administration and Medi-Cal planning alongside trusts, wills, and incapacity planning. Clients are served in person or through virtual consultations, and the initial consultation is free.
Elk Grove is in Sacramento County.
More Trust Administration Firms in Sacramento County
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.
Sacramento firm with additional offices in Folsom and Roseville, covering estate planning, trust administration, probate, conservatorships, and trust and estate litigation. Founder Daniel Hunt is a State Bar of California Certified Specialist in Estate Planning, Trust and Probate Law. Offers no-cost initial consultations by phone, video, or in person.
Sacramento and Roseville firm serving Sacramento, Placer, El Dorado, Yolo, Nevada, and Yuba-Sutter Counties with trust administration, probate, Medi-Cal planning, and long-term care planning since 1987. Founder Timothy Murphy is accredited by the Department of Veterans Affairs to assist veterans with benefits claims. Offers a free initial telephone call.
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.
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.
Probate in Sacramento County
Probate Court Record
Sacramento County Superior Court - Probate Division
Sacramento County
Phone
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Office
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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 →
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.
Revocable Living Trust
Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.
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.
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.
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.
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.
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.
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.
