Serves Solano County from Fairfield, taking estates through the county's probate court. Works with executors on probate administration and the duties and personal liability that come with the role, and with successor trustees on trust administration after a death; also handles conservatorships and guardianships. Meetings are available in person or by video.
Probate in Yolo County
Probate Court Record
Yolo County Superior Court - Probate Court
Yolo County
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How to file probate in Yolo County →
Verified October 15, 2026 · Source
Do I need a lawyer for probate in Yolo County? →Settling an estate in Yolo County →
Trust Administration Firms Serving Yolo County
Sacramento firm with additional offices in Folsom and Roseville, covering estate planning, trust administration, probate, conservatorships, and trust and estate litigation. Founder Daniel Hunt is a State Bar of California Certified Specialist in Estate Planning, Trust and Probate Law. Offers no-cost initial consultations by phone, video, or in person.
Sacramento and Roseville firm serving Sacramento, Placer, El Dorado, Yolo, Nevada, and Yuba-Sutter Counties with trust administration, probate, Medi-Cal planning, and long-term care planning since 1987. Founder Timothy Murphy is accredited by the Department of Veterans Affairs to assist veterans with benefits claims. Offers a free initial telephone call.
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.
Corona-headquartered firm with offices in San Diego, Newport Beach, Glendale, and San Francisco, plus satellite offices in Riverside, Temecula, Vista, and Roseville. Through its Sandoval Legacy Group division it handles probate and trust administration, conservatorships, will contests and fiduciary disputes, elder law, and special needs planning. Offers a free phone consultation.
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.
All 35 California trust administration firms serving Yolo 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.
