California Estate Planning Resources
In-depth guides covering California probate laws, trust requirements, and estate planning strategies.
In-depth guides covering California probate laws, trust requirements, and estate planning strategies.
How to open probate in California: petition the Superior Court of California and request Letters Testamentary or Letters of Administration. Cal. Prob. Code §§ 8000-8577.
Step 1 of 4
California provides an official fillable petition; we complete it for you.
The state where the decedent was domiciled. Only states where a self-represented filer can prepare this document are listed.
How you are related to the person who died. Being named executor in the will is asked separately.
FREE & PRIVATE: This form is free—no account or credit card required. Your document contents and generated PDF never leave your browser—SimplyTrust does not transmit or store them. Contact details you provide (name, email, phone, state) are transmitted only to send the updates you agree to receive at download. You are responsible for saving your completed document.
SELF-HELP SERVICE: SimplyTrust provides a self-help document preparation service. We are not a law firm and cannot provide legal advice, select forms for you, or tell you how to complete forms. Our role is limited to providing a platform where you input your own information into document templates.
NOT LEGAL ADVICE:This document was created entirely based on your selections. SimplyTrust does not review, analyze, or verify your entries, nor do we verify your identity, capacity, or authority to act. You are solely responsible for determining whether this document meets your needs and for completing all required execution formalities (signatures, witnesses, notarization, or recording) in accordance with your state's laws. For any legal questions, consult a licensed attorney in your state.
In California, you file a petition with Superior Court of California to open probate.Cal. Prob. Code §§ 8000-8577 (appointment & letters); §§ 8002, 10450 (petition contents)Verified Jul 15, 2026 Superior Court clerk issues Letters Testamentary (with a will) or Letters of Administration (no will) once the court grants the appointment. See how appointment works in California.
You cannot fill out Letters — they are issued by the court. The document you prepare and file is the petition (or application) for probate and for Letters. This tool prepares that petition for California.
Yes. California publishes a statewide fillable form, which this tool completes for you. After downloading, review and sign it, then file it with Superior Court of California.
California requires a bond by default before Letters issue, unless the will waives it or the beneficiaries waive it in writing. Cal. Prob. Code §§ 8480-8481
California offers probate e-filing. E-filing availability and mandates are set per county. Several large counties mandate e-filing for represented parties; self-represented filers may file by paper or e-file depending on county.
Along with the petition, California typically requires: Certified copy of the death certificate; Original will and any codicils; Notice of Petition to Administer Estate; Duties and Liabilities of Personal Representative; Proposed Order for Probate.
Get a complete guide for your specific circumstances.

What an executor actually does: getting appointed, notifying creditors, paying debts and taxes, and where personal liability starts.
Learn more
A step-by-step guide to what happens after a parent dies: the documents to find, the certificates to order, and whether probate is even required.
Learn more
What a surviving spouse needs to do: death certificates, survivor benefits, whether probate is even required, and the tax election that expires.
Learn more