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.
Redwood City is in San Mateo County.
More Trust Administration Firms in San Mateo County
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.
Pasadena firm focused on trust, estate, and probate litigation, with California offices in San Mateo, San Diego, Newport Beach, and Santa Barbara. Represents trustees, personal representatives, and beneficiaries in will and trust contests, trustee removal and defense, petitions to compel distributions, and wrongful-disinheritance claims, and offers mediation. Free consultation, no fees upfront.
Brisbane practice with a Central Valley office, serving the Bay Area plus Stanislaus and San Joaquin Counties with probate and trust administration alongside estate planning. Emily Wirowek guides executors and successor trustees through inventories, creditor claims, tax returns, and distribution, and makes house calls. Free initial consultation.
San Mateo firm serving San Mateo and Alameda Counties across the Bay Area with probate, trust administration, and trust and estate litigation alongside estate planning. Pamela Bobowski founded the firm in 2015 after going through probate herself and is licensed in California, New York, and Massachusetts. Free consultation, with online and contactless meetings.
Probate in San Mateo County
Probate Court Record
San Mateo County Superior Court - Probate Division
San Mateo County
Phone
Hours
Monday-Friday 8:30 AM-1:00 PM
Office
400 County Center, Redwood City, CA 94063
Website
E-filing
Filing in person
Appointment required
Self-represented filing
Allowed
Self-help forms
How to file probate in San Mateo County →
Verified October 15, 2026 · Source
Do I need a lawyer for probate in San Mateo County? →Settling an estate in San Mateo 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.
$12/month
Revocable Living Trust
Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.
Get Started
Free
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.
Get Started
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.
See the Steps
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.
Calculate the Fee
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.
See the Steps
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.
Get the Answer
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.
Calculate the Tax
