Sherman Oaks solo practice serving Los Angeles County plus Ventura and San Bernardino, including the San Fernando, San Gabriel, and Pomona Valleys. Sara Polinsky has practiced exclusively in estate planning and elder law since 1998, handling trust administration, probate, planning for incapacity, and Medi-Cal long-term-care eligibility.
Probate in Ventura County
Probate Court Record
Ventura County Superior Court - Probate Division
Ventura County
Phone
Hours
Monday-Friday 8:00 AM-4:00 PM (except holidays)
Office
4353 East Vineyard Avenue, Oxnard, CA 93036
Website
E-filing
Filing in person
Walk-ins accepted
Self-represented filing
Allowed
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 →
Trust Administration Firms Serving Ventura County
Santa Barbara firm handling probate, trust administration, and trust litigation across Santa Barbara, Ventura, and San Luis Obispo Counties. Guides executors and administrators through probate in approximately 9-10 months. Veteran-owned, with in-person, phone, and virtual consultations and a free initial consultation.
Santa Barbara firm serving the Central Coast and Los Angeles area since 1973, representing individuals, families, and fiduciaries in probate and trust administration and in will and trust contests across Santa Barbara, San Luis Obispo, Ventura, and Los Angeles Counties. Over 160 years of combined trust and estate administration experience.
Serves Los Angeles and Ventura county families from Glendale, handling probate and trust administration when a loved one passes away. The firm guides personal representatives through settling the estate in probate court and walks successor trustees through post-death trust administration, alongside special-needs and elder-law matters. Offers a free initial consultation.
Bakersfield firm serving Kern County and the San Joaquin Valley since 1953, with offices in Fresno, Pasadena, Encinitas, and Santa Barbara. Handles probate and estate administration, including for personal representatives living outside California, plus trust administration and probate and trust disputes. Practice group leader Nancy L. Oehler is a certified specialist in trust and probate law.
Santa Rosa trusts, estates, and elder law practice serving Sonoma County, with offices in Huntington Beach and San Diego. Handles probate, trust administration, and disputed estate and trust matters, including family conflict after a death. Barry Adams is a State Bar certified specialist in Estate Planning, Trust and Probate Law and founded the Elder Law Clinic at Empire Law School.
All 43 California trust administration firms serving 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.
$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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