Probate in Mono County

Probate Court Record

Mono County Superior Court

Mono County

Hours

Monday-Thursday 8:30 AM-4:00 PM; Friday 8:30 AM-noon

Office

100 Thompson Way, Mammoth Lakes, CA 93546

E-filing

Self-represented filing

Allowed

Self-help forms

How to file probate in Mono County →

Verified October 15, 2026 · Source

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

Trust Administration Firms Serving Mono County

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

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

Serves San Diego County and Southern California from Newport Avenue in San Diego, centered on probate and trust disputes. Handles probate and trust administration, contested wills and accountings, trustee removal, and breach-of-fiduciary-duty claims, plus elder law and Medi-Cal planning. Vincent M. Casiano is a State Bar certified specialist; the first 30-minute consultation is free.

Solo PracticeServes the whole stateFree consultationEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+4

Bakersfield boutique serving Kern and Tulare counties from offices in Bakersfield and Visalia, and probate matters throughout California. Supports executors and administrators through California probate and represents heirs, excluded heirs, and fiduciaries in estate disputes, including will contests, breach-of-fiduciary-duty claims, and trust-distribution litigation.

Serves the whole stateEstate PlanningTrust AdministrationProbateProbate LitigationTrust LitigationAsset Protection

Serves Orange County and San Diego from offices in Irvine and San Diego, and takes probate and trust litigation statewide. Handles trust and will contests, trustee misconduct and accounting disputes, conservatorship fights, and elder financial abuse claims, with probate and trust administration alongside. Founded in 2005; often brought in as trial counsel when an estate plan breaks down.

Since 2005Serves the whole stateTrust AdministrationProbateProbate LitigationTrust LitigationConservatorshipElder Abuse

San Diego estate, trust, and probate firm in Bankers Hill, with clients throughout California. Guides executors and administrators through probate — identifying assets and debts, paying creditors, distributing to beneficiaries — and handles trust administration, beneficiary representation, fiduciary duty disputes, and conservatorships and guardianships.

Serves the whole stateEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+3

All 30 California trust administration firms serving Mono 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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