What to Do When Someone Dies in San Joaquin County, California

Probate in San Joaquin County runs through the Superior Court - Probate Division: prove the will, settle the debts, and pass the house to the heirs. Here is how the local process works—and what each step actually costs.

When someone dies in San Joaquin County, settling their estate runs through the Superior Court - Probate Division. This page covers the court record, whether probate is required, what it costs, how to file, transferring property, and the local attorneys who handle probate here.

Probate Court Record

Superior Court - Probate Division

San Joaquin County

Address

315 West Elm StreetLodi, CA 95240

Hours

Monday - Friday, 8:00 AM - 4:00 PM
Visit court website →
Paper filing availableE-filing optionalWalk-ins accepted

Departments

  • Stockton Courthouse209-992-5555
  • Manteca Courthouse
  • Juvenile Justice Center

Probate Division relocated from Stockton to Lodi in February 2025. Mailing: Superior Court - San Joaquin Probate, 315 W Elm Street, Lodi, CA 95240. Temporary reduced hours June 15 - August 14, 2026: 8:00 AM - 2:00 PM.

Verified July 3, 2026 · Source

How Probate Works in San Joaquin County

Probate is the court-supervised process of settling someone's estate after they die — validating the will, paying debts and taxes, and transferring what's left to the heirs. In San Joaquin County, probate runs through the Superior Court - Probate Division at 315 West Elm Street, Lodi. San Joaquin County runs probate e-filing through appfile.sjcourts.org, its own system rather than a shared statewide portal.

The personal representative opens the case, gives notice to heirs and creditors, files an inventory of the estate's assets, settles outstanding debts and taxes, and then distributes the remainder under the will — or under California intestacy law when there is no will.

Most California estates take 12 months to 18 months to move through this process. The 4 monthsCal. Prob. Code § 9100 — later of 4 months from letters or 60 days from mailed/personal notice of administrationVerified Sep 8, 2026View source creditor claim window is the largest fixed piece of that timeline — a mandatory wait regardless of how simple the estate is.

What Probate Costs in San Joaquin County

What probate costs in San Joaquin County, California comes down to a handful of line items — the court filing fee, attorney and executor compensation, publication, and sometimes a bond — scaled by the estate's size and whether the will is contested. The case itself runs through the Superior Court - Probate Division at 315 West Elm Street, Lodi.

Probate matters are handled through Stockton Courthouse, Manteca Courthouse, and Juvenile Justice Center. Filing and payment go through these offices, not the main clerk window.

California charges $435Cal. Gov. Code §§ 70650(a), 70602.5, 70602.6Verified Sep 8, 2026View source to open probate, the same in every county. Additional filings during administration — inventory, accounting, the final petition — add to the total.

The Superior Court - Probate Division accepts e-filing (https://appfile.sjcourts.org/). Paper filing remains available for self-represented filers.

Estimate the costs for this estate:

California sets attorney fees by statute — a percentage of the estate's gross value. Every attorney charges the same schedule, so the decision to hire one comes down to complexity, not price.

Executor compensation is also statutory in California. Family executors who are also beneficiaries often waive the fee — executor pay is taxable income while inheritances are not.

California requires publishing creditor notice in a local newspaper, typically $200–$500. Professional appraisals for real estate or business interests add $300–$600 per asset.

A surety bond may be required unless the will waives it or all beneficiaries consent. Premiums run roughly 0.5%Cal. Prob. Code §§ 8480 (bond required before letters issued), 8481 (waiver: will provision or all-beneficiary written waiver; court may still require bond for good cause)Verified Sep 8, 2026View source of estate value annually.

Probate in California typically runs 12 months to 18 months, and costs accrue throughout that period.

How to File Probate at the Superior Court - Probate Division

Probate documents in San Joaquin County can be filed in person at the Superior Court - Probate Division, by mail, or electronically. Most families handling probate themselves prefer paper filing, though e-filing is available.

Filings here are routed through Stockton Courthouse, Manteca Courthouse, and Juvenile Justice Center. Confirm with the office which intake handles the petition type you're filing.

How to File Your Documents

Paper Filing Available

You can file your probate documents in person at the court or by mail.

E-Filing Also Available

If you prefer, you can file electronically through the state's online system. This is optional for families filing without an attorney.

View E-Filing Information

Can You File Without an Attorney?

Not every estate requires an attorney. Estate size, asset types, and whether beneficiaries agree determine if self-filing at the Superior Court - Probate Division is realistic.

For a full cost comparison and filing checklist, see the San Joaquin County Self-Filing Assessment.

San Joaquin County Filing Requirements

These are specific requirements for filing probate in this county. Following these guidelines will help avoid delays or rejected filings.

Before You File

Probate Department moved to Lodi (Department L2) effective February 3, 2025.

For cases with court dates within 30 days, in-person filing requested to avoid delays due to voluminous backlog of e-filing.

Dropbox available Monday-Friday 8:00 AM - 4:00 PM. Documents after 4:00 PM or on holidays deemed filed next business day.

Document Requirements

Proposed orders must be submitted in two formats: PDF via e-filing system AND editable word-processing version to probateorders@sjcourts.org per California Rules of Court 3.1312(c).

Before You Go

Walk-ins accepted

You can file in person without an appointment. Clerk's Office Mon-Fri 8:00 AM - 4:00 PM; in-person filing and dropbox available (in-person filing requested for hearings within 30 days).

What to Bring

To file at the Superior Court - Probate Division you need: the original will (or proof there isn't one), a certified death certificate, contact information for all heirs and beneficiaries, and a summary of what the estate owns and owes.

Transferring Property in San Joaquin County

Clearing title to real estate after a death, whether by a personal representative’s deed, an affidavit of survivorship, or a court order, happens at the County Clerk-Recorder.

Deeds and other real property documents for San Joaquin County are recorded with the County Clerk-Recorder, led by Assessor-Recorder-County Clerk Steve J. Bestolarides, at 44 North San Joaquin Street, Suite 260, Stockton, CA 95202. Phone: (209) 468-3939. Hours: Monday - Friday, 8:00 AM - 4:30 PM; Recording 8:00 AM - 4:00 PM.

The County Clerk-Recorder charges $16 for the first page plus $3 for each additional page.

Recording Office Record

County Clerk-Recorder

San Joaquin County · Assessor-Recorder-County Clerk · Steve J. Bestolarides

Address

44 North San Joaquin Street, Suite 260Stockton, CA 95202

Hours

Monday - Friday, 8:00 AM - 4:30 PM; Recording 8:00 AM - 4:00 PM
Visit recorder website →

Recording fees

Base fee (first page)$16
Each additional page$3
GC 27388.1 Building Homes and Jobs Act Fee (SB 2)Applies to a TOD deed$75
Transfer tax on a TOD deedExempt

Cal. Gov. Code 27361; Cal. Gov. Code 27388; Cal. Gov. Code 27388.1; Cal. Gov. Code 27388.2; Cal. Rev. & Tax. Code 11911; Cal. Rev. & Tax. Code 11930

Verified September 4, 2026 · Source

Probate Attorneys Serving San Joaquin County

California uses formal, court-supervised probate, which makes an attorney worthwhile for most estates in San Joaquin County — the filing sequence, notice requirements, and accounting leave little room for error. Estates under the small-estate threshold are the usual exception.

Probate attorney fees in California are set by statute as a percentage of the estate's value, so every San Joaquin County attorney charges the same schedule. Price isn't the variable — experience with the Superior Court - Probate Division and responsiveness are.

A probate attorney files the petition with the Superior Court - Probate Division, publishes the required creditor notices, prepares the inventory and accounting, handles creditor claims and tax filings, and guides the final distribution. They represent the personal representative — not the beneficiaries — a distinction that matters if a dispute develops.

FirmStockton, CA

Hakeem, Ellis & Marengo, A Professional Corporation

Since 1985 · Serves 1 county

Stockton firm serving San Joaquin County families since 1985, with estate planning and probate among its practice areas. On the settlement side it handles trust administration, carrying out distributions to beneficiaries under a revocable or irrevocable trust and accounting to them where required, alongside probate of a decedent's estate.

PracticesEstate PlanningEstate AdministrationTrust AdministrationProbateand 2 more

Office
3414 Brookside Rd., Ste 100Stockton, CA 95219

Solo PracticeStockton, CA

Law Office of Clarence K. Chan, PC

Since 2002 · Serves 1 county

Serves San Joaquin County from Stockton, including Lodi, Manteca, and Tracy. Handles probate and trust administration alongside estate planning, covering executor and personal representative duties, debts after death, and death-tax questions. Clarence Chan has practiced in California since 1997 and is fluent in Cantonese and proficient in Mandarin.

PracticesEstate PlanningEstate AdministrationTrust AdministrationProbate

Office
3247 W. March Lane, Suite 120Stockton, CA 95219

Solo PracticeStockton, CA

The Rishwain Law Firm

Serves 1 county

Stockton firm serving San Joaquin County and the Central Valley with estate planning: revocable living trusts, wills, and durable powers of attorney for health care and finances. Attorney Douglas J. Rishwain has over 32 years of legal experience. Free consultation.

PracticesEstate Planning

Office
3031 W. March Lane, Suite 112 S.Stockton, CA 95219
Free consultation

FirmMerced, CA

Berliner Cohen LLP

Serves 5 counties

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.

PracticesEstate PlanningEstate AdministrationTrust AdministrationProbate Litigationand 2 more

Office
548 W. 21st StreetMerced, CA 95340

Solo PracticeNapa, CA

Celaya Law

Serves 16 counties

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.

PracticesEstate PlanningEstate AdministrationTrust AdministrationProbateand 2 more

Office
960 School St.Napa, CA 94559
Free consultationVirtual consultations

Solo PracticeElk Grove, CA

Huber Law Group, P.C.

Since 2004 · Serves 3 counties

Elk Grove and Sacramento trust and estate practice representing executors, trustees, and beneficiaries through probate and trust administration and in probate litigation, trust and will contests, and financial elder abuse claims. Founder Jonathan Huber has been a State Bar of California certified specialist in Estate Planning, Trust and Probate Law since 2013. No-cost initial consultation.

PracticesEstate PlanningEstate AdministrationTrust AdministrationProbateand 4 more

Office
9401 E Stockton Blvd., Ste. 210Elk Grove, CA 95624
Free consultation
See all 43 firms serving San Joaquin County→

Firm listings are for informational purposes only. SimplyTrust does not endorse or recommend any specific firm or attorney. Contact firms directly to verify their current practice areas and availability.

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Legal Sources

Data sourced from California statutes and official state code. How we research.