Oxnard firm serving Ventura County with probate, trust administration, and elder law alongside estate planning. Litigates will contests, trust challenges, breach of fiduciary duty claims, trustee and executor removal petitions, contested conservatorships, and intestate succession disputes, representing both beneficiaries and fiduciaries. Serving the county since 1990.
Ventura is in Ventura County.
More Trust Administration Firms in Ventura County
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.
Represents executors and successor trustees through probate and trust administration across Los Angeles, Ventura, and Kern Counties, from offices in Oxnard, Valencia, Bakersfield, and West Los Angeles. It litigates will contests, trust disputes, and financial elder abuse, and handles Medi-Cal planning. Its principal attorney is a State Bar certified specialist in probate and trust law.
Oxnard firm in the Topa Financial Plaza serving Ventura County and the Central Coast since 1913. Its Trusts, Estates and Taxation group handles decedent estate administration and probate, trust administration, and disputes including will and trust contests, accounting disputes, and claims involving trustees.
Santa Clarita firm founded in 1975 by L. Rob Werner, handling probate and estate administration alongside living trusts and estate planning from ten California offices across Los Angeles, Ventura, Orange, Santa Barbara, and Kern Counties. Free initial telephone consultations, and the firm serves clients in Spanish.
Probate in Ventura County
Probate Court Record
Ventura County Superior Court - Probate Division
Ventura County
Phone
Hours
Office
Website
E-filing
Filing in person
Self-represented filing
Self-help forms
How to file probate in Ventura County →
Verified October 15, 2026 · Source
Do I need a lawyer for probate in Ventura County? →Settling an estate in Ventura 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.
Revocable Living Trust
Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.
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.
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.
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.
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.
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.
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.
