Serves the Bay Area from offices in Pleasanton, San Francisco, and Cupertino. Guides trustees and personal representatives through non-contested probate, trust administration, non-trust assets, and gift and estate tax returns, and represents beneficiaries denied funds or information. Connie Yi is a State Bar certified specialist in Estate Planning, Trust, Estate and Probate Law and a CPA.
San Jose is in Santa Clara County.
More Trust Administration Firms in Santa Clara County
A Sunnyvale practice started on February 1, 1978, handling Santa Clara County probate for families whose loved one left no trust. Its four attorneys represent nominated personal representatives, heirs, and beneficiaries through summary, formal, and ancillary administration, and handle trust administration alongside estate planning.
Hollister and Morgan Hill firm serving San Benito, Santa Clara, and Monterey Counties, focused solely on probate, trust administration, and estate planning. Barbara Pretlove is a California Bar Certified Specialist in Estate Planning, Probate, and Trust Administration and has practiced in the area since 2013. Offers in-person and remote service.
Represents Santa Clara County executors, administrators, and beneficiaries in probate and trust administration from its Los Gatos office, plus trust litigation, will contests, removal of an executor or trustee, and financial elder abuse claims. Kai H. Wessels, admitted in 1985, provides all services in German for dual-citizenship families. Free initial consultation.
Campbell boutique serving Santa Clara County and the broader Bay Area with probate and estate administration, trust administration, and trust and probate litigation alongside estate planning. Represents successor trustees and beneficiaries in trust contests, breach-of-fiduciary-duty claims, and trustee removal petitions. Free telephone consultation for new matters.
Los Gatos firm with Santa Clara, Oakland, and Los Angeles offices, serving Santa Clara, Alameda, and Los Angeles Counties. Handles probate and estate administration, trust administration, and trust and estate litigation including trustee accountings and removal, plus guardianships and conservatorships. The whole process can be completed virtually.
Probate in Santa Clara County
Probate Court Record
Santa Clara County Superior Court - Probate Division
Santa Clara County
Phone
Hours
Monday-Thursday 8:30 AM-3:00 PM; Friday 8:30 AM-noon
Office
191 North First Street, San Jose, CA 95113
Website
E-filing
Filing in person
Walk-ins accepted
Self-represented filing
Allowed
Self-help forms
How to file probate in Santa Clara County →
Verified October 15, 2026 · Source
Do I need a lawyer for probate in Santa Clara County? →Settling an estate in Santa Clara 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
