Probate in San Mateo County

Probate Court Record

San Mateo County Superior Court - Probate Division

San Mateo County

Hours

Monday-Friday 8:30 AM-1:00 PM

Office

400 County Center, Redwood City, CA 94063

Filing in person

Appointment required

Self-represented filing

Allowed

Self-help forms

How to file probate in San Mateo County →

Verified October 15, 2026 · Source

Do I need a lawyer for probate in San Mateo County? →Settling an estate in San Mateo County →

Trust Litigation Firms Serving San Mateo County

Serves San Francisco, San Mateo, and the surrounding Bay Area from downtown San Francisco. Handles probate and trust administration through asset distribution and title transfers, plus conservatorships and trust and estate litigation. Principal Sheila Robello holds an LLM in taxation and is a State Bar certified specialist in Estate Planning, Trust and Probate Law.

Serves 5 countiesFree consultationEstate PlanningTrust AdministrationProbateProbate LitigationTrust LitigationConservatorship

Represents estate administrators and executors across Santa Clara County from The Alameda in San Jose, carrying estates through the county's probate court. Handles the work the role requires: inventorying assets, settling creditor debts, estate tax filings, accountings, and distribution to heirs. Founder Richard Gorini is a member of the American College of Trust and Estate Counsel.

Serves 2 countiesEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation

Bay Area trusts and estates practice serving San Francisco and the North Bay from offices in San Francisco and Sonoma. Attorney Amy Harrington handles trust and probate administration, conservatorships, and will and trust contests, and is frequently appointed to serve as administrator, trustee, partition referee, and receiver.

Since 2009Serves 5 countiesEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+3

Roseville firm handling probate and decedent estate administration, including ancillary probate, plus trust administration, conservatorships, and litigation in those areas — will contests and beneficiary disputes. Marlene Sanborn, a retired Air Force flight engineer, opened the firm in 2006 and has practiced law in California since 1998.

Solo PracticeSince 2006Serves 13 countiesFree consultationEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+2

South Lake Tahoe office serving El Dorado County and the Bay Area with trust and probate administration, trust and probate litigation, and wealth succession planning alongside estate planning. Attorney Jean-Claude Mallein is a dual Certified Specialist in Taxation Law and in Estate Planning, Trust and Probate Law, certified by the California Board of Legal Specialization.

Solo PracticeServes 6 countiesEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+3

Serves Merced, Mariposa, and Stanislaus counties from Merced, with offices in San Jose, Modesto, and Mariposa. Represents trustees and executors on full and summary probate, sub-trust funding, fiduciary accountings, estate tax returns, and post-death tax planning, and handles probate, trust, and estate litigation. One of the few firms with a Mariposa County office.

Serves 5 countiesEstate PlanningTrust AdministrationProbateProbate LitigationTrust LitigationTax Planning

All 32 California trust litigation firms serving San Mateo 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.

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Revocable Living Trust

Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.

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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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