Probate in Placer County

Probate Court Record

Placer County Superior Court - Civil Division

Placer County

Phone

1-916-408-6000 (option 5 for Civil Division)

Hours

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

Office

10820 Justice Center Drive, Roseville, CA 95678

Filing in person

Walk-ins accepted

Self-represented filing

Allowed

Self-help forms

How to file probate in Placer County →

Verified October 15, 2026 · Source

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

Trust Administration Firms Serving Placer County

Serves Nevada County from Grass Valley, with clients in Nevada City, Penn Valley, Auburn, Colfax, Marysville, and Yuba City. Handles probate and trust administration after a death, estate and trust litigation, and elder law and Medi-Cal planning alongside estate planning. Erik and Tiffani Aanestad practice as a husband-and-wife attorney team, and the initial estate planning consultation is free.

Serves 4 countiesFree consultationEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+3

South Lake Tahoe firm serving El Dorado County and the Tahoe basin, with attorneys admitted in both California and Nevada. Partner Tara Christian handles probate and trust administration, conservatorships and guardianships, and estate planning, alongside the firm's real estate and land use practice. The first consultation is free.

Serves 5 countiesFree consultationEstate PlanningTrust AdministrationProbateConservatorshipGuardianship+2

Elk Grove and Sacramento trust and estate practice representing executors, trustees, and beneficiaries through probate and trust administration and in probate litigation, trust and will contests, and financial elder abuse claims. Founder Jonathan Huber has been a State Bar of California certified specialist in Estate Planning, Trust and Probate Law since 2013. No-cost initial consultation.

Solo PracticeSince 2004Serves 3 countiesFree consultationEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+2

Cedar Ridge attorney near Grass Valley serving Nevada and Placer Counties with trust administration, trustee accountings, and probate estate administration. Jennifer Wilkerson has been a California attorney since 1983, and the office concentrates on administering estates and trusts of $1,000,000 or more.

Solo PracticeServes 2 countiesEstate PlanningTrust AdministrationProbateSpecial Needs Planning

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.

Solo PracticeServes 16 countiesFree consultationVirtual consultationsEstate PlanningTrust AdministrationProbateElder LawMedicaid 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 38 California trust administration firms serving Placer 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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