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Home→Tools→Executor Duties Checklist→California→San Mateo County

What Are My Duties as Executor in San Mateo County, California?

Step-by-step guide for executors and personal representatives navigating probate. This checklist applies whether there was a will or not.

Frequently Asked Questions

In California, immediate priorities include obtaining certified death certificates, filing the original will with the probate court, and petitioning for letters testamentary. Securing estate assets and identifying all accounts and property are also early priorities.

In California, notice to creditors must be published and/or sent to known creditors. Creditors then have 4 months to file claims. Final distributions typically wait until this period expires to protect the executor from personal liability.

California requires executors to post a bond to protect beneficiaries and creditors. The will can waive this requirement, and courts often waive it for family members.

Yes. California allows independent administration, where the executor can manage and distribute the estate with minimal court oversight. This streamlines the process and reduces costs for straightforward estates.

What Are Executor Duties in San Mateo County, California?

As executor in San Mateo County, you'll file the will with the Superior Court - Probate Division. Court filing fees start at approximately $435.

The Superior Court - Probate Division is located at 400 County Center, Redwood City, CA 94063. You can reach them at 650-261-5100. Court hours: By Appointment Only, Monday - Friday, 8:30 AM - 1:00 PM (excluding court holidays).

San Mateo County requires e-filing for probate proceedings. Mandatory for attorneys. Self-represented parties may request exemption via form EFS-007. Self-Prep and File services available.

For smaller estates under $208,850, California offers Small Estate Affidavit that can avoid formal probate.

California Estate Planning Resources

In-depth guides covering California probate laws, trust requirements, and estate planning strategies.

Is this your situation?

Get a complete guide for your specific circumstances.

Named as Executor

Named as Executor

Being named executor means navigating probate, managing assets, and distributing the estate. What's expected, what you can charge, and how to start.

Learn more