Serves Orange County from Santa Ana, and takes matters in Los Angeles, Riverside, San Bernardino, and San Diego counties. Handles court-supervised probate administration, post-death trust administration for successor trustees, and estate and trust dispute mediation, alongside long-term care planning and special needs trusts. Home and office visits are available.
Probate in San Diego County
Probate Court Record
San Diego County Superior Court - Probate Division
San Diego County
Phone
Hours
Monday-Friday 8:30 AM-4:00 PM
Office
1100 Union Street, 3rd Floor, San Diego, CA 92101
Website
E-filing
Filing in person
Walk-ins accepted
Self-represented filing
Allowed
Self-help forms
How to file probate in San Diego County →
Verified October 15, 2026 · Source
Do I need a lawyer for probate in San Diego County? →Settling an estate in San Diego County →
Trust Administration Firms Serving San Diego 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.
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.
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.
Yuba City firm serving Sutter, Yuba, and Placer Counties since 1983, with a second office in Roseville. Handles probate, trust administration, and conservatorship and guardianship matters, and represents beneficiaries and fiduciaries in probate and trust disputes across California. Also prepares revocable and irrevocable trust-based estate plans.
Serves San Bernardino, Los Angeles, and Riverside counties from Upland, and takes probate work throughout California. Handles probate administration, Heggstad petitions for assets left out of a trust, trust administration, conservatorships, and estate and trust litigation over executor misconduct and will disputes. Offers a free consultation.
All 47 California trust administration firms serving San Diego 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.
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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.
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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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