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California Probate Access Index
Compare all 58 county courts by the public filing, remote-hearing, and probate-note guidance documented in our primary-source-verified guides.
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01Start hereThe first decisions, records, and safeguards after someone dies. 6 resources.02Find accounts and benefitsLocate money, insurance, retirement plans, mail, and benefits without guessing or using someone else’s login. 9 resources.03Banks, investments, and online accountsCurrent deceased-customer procedures for specific financial institutions and digital services. 71 resources.04Probate and courtWork out whether probate is needed, which simplified path may apply, and what the court process requires. 6 resources.05Taxes, debts, and estate administrationHandle estate banking, creditor priorities, final returns, fees, and practical administration. 4 resources.06California county guidesFind the official court, local rules, filing questions, and verified starting point for every California county. 58 resources.
Useful starting points
- Your parent died in California. Here is everything, in order. My mother died in California, what do I do?
- How to find a deceased person's accounts How do you find a deceased person's bank, investment, retirement, insurance, and other financial accounts?
- Close and manage accounts after someone dies How do I find, protect, transfer, and close bank, investment, online, and subscription accounts after someone dies?
- Do I need probate in California? Do I need probate in California?
- What happens to a 401(k) after death What happens to a 401(k) after someone dies, who inherits it, and what should a spouse, beneficiary, or executor do next?
- Wells Fargo death notification: Estate Care Center Notify Wells Fargo of a death. Find the Estate Care Center phone number, email, online form, required documents, and account-release steps.
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- Access a Dropbox account after death: court-order steps Request access to a deceased person's Dropbox files and learn the identity, authority, and court-order requirements.
- Access or delete an Apple Account after death How does a Legacy Contact access a deceased person's Apple Account, and what can family do without an access key?
- Acorns account after death: beneficiary process Notify Acorns after a user dies. Learn how Invest, Later, and Checking accounts are handled for named beneficiaries and estate representatives.
- Alameda County probate notes: filing and deadlines Find Alameda County probate examiner notes, the Berkeley filing location, current fee, e-filing rules, and the deadline for clearing hearing issues.
- Alliant Credit Union account after death Settle an Alliant Credit Union member's deposit or investment account after death using its published survivor guide.
- Ally Bank deceased account and estate guide How to notify Ally Bank of a death, which documents beneficiaries and executors need, how to transfer or close the account, and how long review takes.
- Ameriprise deceased account: estate settlement forms Notify Ameriprise after a client dies. Find the estate settlement claim form, required documents, and separate paths for brokerage, bank, certificate, and beneficiary claims.
- Bank of America Estate Services: phone and documents Call Bank of America Estate Services at 1-888-689-4466 and get the current documents, case steps, and account-specific instructions.
- BECU deceased account: forms, address, and timeline Notify BECU of a death and find the deceased-account forms, mailing address, documents, and estate-account steps.
- Betterment account after death: beneficiary transfer Handle a Betterment investing or checking account after the owner dies. Learn how beneficiaries, joint owners, and executors begin the transfer process.
- BMO Alto deceased account settlement Settle a BMO Alto account after death using its current letter of direction, death-certificate, ID, and authority requirements.
- California probate fees and cost calculator Calculate California probate fees for an executor and attorney, with the 2026 statutory formula, worked estate-value examples, and other probate costs.
- California small-estate affidavit: eligibility, timing, and documents How does a small-estate affidavit work in California?
- Can an executor handle probate without an attorney in California? Can I do probate without a lawyer in California?
- Cancel subscriptions after someone dies How do I stop subscriptions and automatic payments after someone dies?
- Capital One deceased account settlement steps Call Capital One Estates, open a case, and learn what documents are required for bank accounts, credit cards, and named beneficiaries.
- Charles Schwab deceased account transfer steps Notify Schwab of a death, verify the certificate, and learn how brokerage, beneficiary, inherited IRA, and estate accounts are transferred.
- Chase Estate Services: phone and documents Call Chase Estate Services at 1-866-926-6909 and get the current death-certificate, beneficiary, joint-account, and estate requirements.
- Citi deceased account: Estate Servicing phone and steps Notify Citi after an account holder dies. Find the Estate Servicing phone number, product-specific contacts, required documents, and account-settlement steps.
- Citizens Bank deceased account and estate account Handle a Citizens Bank account after death and prepare the bank's published estate-account documents.
- Claim a deceased person's Coinbase account How do you notify Coinbase of a death, prove estate authority, and transfer cryptocurrency from a deceased person's Coinbase account?
- Claim life insurance after someone dies How does a beneficiary find a life insurance policy, file a death claim, and avoid delays or scams?
- Close a deceased person's PayPal account How does an executor close a deceased person's PayPal account and recover a remaining balance?
- Close a deceased person's Venmo account How to close a deceased relative's Venmo account, contact support, provide the death certificate, and recover money or crypto in the account.
- Close a Yahoo account after death: documents and address Request closure of a deceased person's Yahoo account, stop paid services, and find the required documents and mailing address.
- Close an Amazon account after death How do you contact Amazon after a customer dies, protect orders and digital content, cancel Prime, and close the account?
- Close an American Express account after death How do you notify American Express of a cardmember's death, close the account, handle the balance, and evaluate account takeover?
- Close and manage accounts after someone dies How do I find, protect, transfer, and close bank, investment, online, and subscription accounts after someone dies?
- Computershare deceased shareholder: transfer shares Notify Computershare of a shareholder's death and transfer shares. Use Estate Hub to identify documents, create a transfer package, and handle TOD or survivorship registrations.
- Contra Costa probate calendar notes and filing Find Contra Costa County probate calendar notes and confirm courthouse, e-filing, hearing, and correction requirements.
- Deactivate an X account after death: official form Use X's deceased-account form to request deactivation and learn the identity and death-certificate requirements.
- Delete a Pinterest account after death: request steps Request deletion of a deceased person's Pinterest account and learn what proof a family member may need.
- Discord account after death: deletion and documents Request deletion of a Discord account after someone dies. Learn what Discord requires, what it will not provide, and how billing and inactive accounts are handled.
- Discover Bank deceased account: forms and documents Settle a deceased Discover Bank customer's deposit account or IRA. Find the Beneficiary Care phone number, official forms, documents, and delivery options.
- Do I need probate in California? Do I need probate in California?
- E*TRADE estate services: report a death and transfer Report a death to E*TRADE Beneficiary Services and understand restrictions, documents, beneficiary transfers, and its published timeframe.
- Edward Jones account after death Transfer an Edward Jones brokerage or retirement account after death and request estate valuation or re-registration support.
- Empower retirement account after death Notify Empower of a participant death and prepare the beneficiary claim for a 401(k), retirement plan, or investment account.
- Fidelity deceased account inheritance steps Report a Fidelity account holder's death and learn how brokerage, cash management, inherited IRA, trust, and estate assets are transferred.
- Final tax returns after death in California How do I file a deceased person's final federal and California tax returns?
- Forward or stop a deceased person's mail with USPS How does an executor forward a deceased person's mail, stop delivery, and reduce advertising mail through USPS?
- Fresno County probate notes and filing Find Fresno County probate examiner notes and confirm courthouse, e-filing, hearing, and correction requirements.
- Google deceased user request form: close or get data Use Google's deceased user request form to close an account or request Gmail, Drive, Photos, and other account data.
- Guardian life insurance death claim Report a Guardian individual life insurance death claim online and prepare the policy, beneficiary, and death-certificate information.
- How long does probate take in California? How long does probate take in California?
- How probate works in Alpine County How does probate work in Alpine County?
- How probate works in Amador County How does probate work in Amador County?
- How probate works in Butte County How does probate work in Butte County?
- How probate works in Calaveras County How does probate work in Calaveras County?
- How probate works in Colusa County How does probate work in Colusa County?
- How probate works in Del Norte County How does probate work in Del Norte County?
- How probate works in El Dorado County How does probate work in El Dorado County?
- How probate works in Glenn County How does probate work in Glenn County?
- How probate works in Humboldt County How does probate work in Humboldt County?
- How probate works in Imperial County How does probate work in Imperial County?
- How probate works in Inyo County How does probate work in Inyo County?
- How probate works in Kings County How does probate work in Kings County?
- How probate works in Lake County How does probate work in Lake County?
- How probate works in Lassen County How does probate work in Lassen County?
- How probate works in Madera County How does probate work in Madera County?
- How probate works in Marin County How does probate work in Marin County?
- How probate works in Mariposa County How does probate work in Mariposa County?
- How probate works in Mendocino County How does probate work in Mendocino County?
- How probate works in Modoc County How does probate work in Modoc County?
- How probate works in Mono County How does probate work in Mono County?
- How probate works in Monterey County How does probate work in Monterey County?
- How probate works in Napa County How does probate work in Napa County?
- How probate works in Nevada County How does probate work in Nevada County?
- How probate works in Placer County How does probate work in Placer County?
- How probate works in Plumas County How does probate work in Plumas County?
- How probate works in Riverside County How does probate work in Riverside County?
- How probate works in Sacramento County How does probate work in Sacramento County?
- How probate works in San Benito County How does probate work in San Benito County?
- How probate works in San Diego County How does probate work in San Diego County?
- How probate works in San Joaquin County How does probate work in San Joaquin County?
- How probate works in San Luis Obispo County How does probate work in San Luis Obispo County?
- How probate works in San Mateo County How does probate work in San Mateo County?
- How probate works in Santa Barbara County How does probate work in Santa Barbara County?
- How probate works in Santa Clara County How does probate work in Santa Clara County?
- How probate works in Santa Cruz County How does probate work in Santa Cruz County?
- How probate works in Shasta County How does probate work in Shasta County?
- How probate works in Sierra County How does probate work in Sierra County?
- How probate works in Siskiyou County How does probate work in Siskiyou County?
- How probate works in Sonoma County How does probate work in Sonoma County?
- How probate works in Sutter County How does probate work in Sutter County?
- How probate works in Tehama County How does probate work in Tehama County?
- How probate works in Trinity County How does probate work in Trinity County?
- How probate works in Tulare County How does probate work in Tulare County?
- How probate works in Tuolumne County How does probate work in Tuolumne County?
- How probate works in Yuba County How does probate work in Yuba County?
- How to close a deceased person's credit cards How do I close a deceased person's credit cards?
- How to find a deceased person's accounts How do you find a deceased person's bank, investment, retirement, insurance, and other financial accounts?
- How to open an estate bank account in California How do I open an estate bank account in California?
- How to report a death to Social Security How do I notify Social Security that someone died?
- How to transfer a car title after the owner dies in California How do I transfer a deceased person's car title in California?
- Huntington Bank account after death Report a death to Huntington Bank and handle joint, payable-on-death, and estate-owned deposit accounts.
- Interactive Brokers account after death: TOD transfer Handle an Interactive Brokers account after the owner dies. Understand transfer-on-death beneficiaries, joint registrations, certified death certificates, and estate authority.
- John Hancock life insurance death claim Report a death to John Hancock, determine Express Claim eligibility, and submit beneficiary or estate documents.
- Kern County probate court and examiner notes Find Kern County probate examiner notes and confirm the courthouse, e-filing, hearing, and local-rule requirements.
- KeyBank deceased account: documents and settlement steps Close or retitle a KeyBank account after death. Learn how to start, which authority documents KeyBank accepts, and what happens to payments and transfers.
- Lincoln Financial death claim File a Lincoln Financial life insurance or annuity death claim and prepare documents for an individual, estate, trust, or minor beneficiary.
- LinkedIn deceased account: memorialize or close it Memorialize or close a deceased person's LinkedIn account, including the form, proof, and authorized-person requirements.
- Los Angeles County probate notes and filing Find Los Angeles County probate notes and confirm e-filing, hearing, fee, and court requirements for a decedent estate.
- LPL Financial deceased account: beneficiary process Notify LPL Financial after a client dies. Find the client line, beneficiary and executor documents, IRA claim form, and account-transfer rules.
- M&T Bank deceased account: Estate Services contact Contact M&T Bank Estate Services after a death, submit documents, transfer funds, or open an estate account.
- Marcus by Goldman Sachs deceased account Settle a Marcus savings or CD account after death and send deceased-account documents to the current official address.
- MassMutual life insurance death claim Start a MassMutual life insurance claim and gather the insured person's identity, death, residence, and policy information.
- Memorialize or delete a Facebook account after death How do family members memorialize or remove a deceased person's Facebook account, and what can a legacy contact do?
- Merced County probate notes: timing and filing Find Merced County probate notes by hearing date, learn the two-court-day correction deadline, and confirm filing and Zoom details.
- Merrill Lynch death notification: Life Services steps Notify Merrill Lynch of a death through Life Services and find the documents and transfer steps for brokerage, IRA, trust, and estate accounts.
- MetLife life insurance claim after death File a MetLife individual or employer life insurance claim, find a missing policy, and submit beneficiary or estate documents.
- Microsoft account after death: Outlook and OneDrive access Close a deceased person's Microsoft account or request Outlook, OneDrive, and account data after death.
- Morgan Stanley deceased account and IRA distribution Notify Morgan Stanley after a client dies. Learn what to gather for brokerage and IRA accounts, including the death certificate and death-distribution documents.
- Nationwide life insurance and annuity death claim File a Nationwide life insurance or annuity death claim, search for a lost policy, and understand its published claim stages.
- Navy Federal Survivor Support: phone, email, and forms Navy Federal Survivor Support contact details, deceased-account forms, beneficiary steps, and estate-account requirements.
- New York Life death claim and policy search Report a death to New York Life, start a beneficiary claim, continue a claim, or search for a policy.
- Northwestern Mutual death claim Report a death to Northwestern Mutual, determine whether a policy exists, and start a life insurance beneficiary claim.
- Orange County probate notes and filing Find Orange County probate notes and confirm Costa Mesa filing, e-filing, continuance, and hearing requirements.
- Pacific Life death claim Initiate a Pacific Life insurance or annuity death claim and contact the correct customer-service or workforce-benefits team.
- PenFed estate account requirements Open a PenFed estate account after death and prepare the death certificate, court appointment, estate EIN, and executor ID.
- PNC deceased account documents and steps Handle a PNC account after death with the correct certificate, court authority, branch appointment, and product-specific instructions.
- Principal death claim and beneficiary forms File a Principal life insurance or retirement-plan death claim and choose the correct individual, group, or beneficiary form.
- Probate vs. trust administration in California What is the difference between probate and trust administration in California?
- Prudential life insurance death claim File a Prudential life insurance death claim and prepare the beneficiary, trust, estate, or minor-beneficiary documents.
- Regions Bank deceased account contact Contact Regions Bank about a deceased account, gather legal documents, and route deposits, loans, and estate banking correctly.
- Robinhood deceased account: estates form and steps Report a death to Robinhood using its Estates form. Learn what to submit and how brokerage, IRA, joint, beneficiary, and crypto assets are handled.
- San Bernardino probate notes and filing Find San Bernardino County probate notes and confirm the correct courthouse, e-filing, fee, and hearing requirements.
- San Francisco probate court: filing, fees, and examiner notes File probate in San Francisco: Civic Center courthouse, filing fee, e-filing rules, examiner notes, hearing steps, and simplified-estate options.
- Santander Bank deceased account: beneficiary steps Report a death to Santander Bank and claim a joint, payable-on-death, or beneficiary deposit account.
- Snapchat account after death: report or delete it Report a deceased person's Snapchat account and understand Snapchat's access and deletion limits.
- Solano County probate notes and filing Find Solano County probate notes and pre-grants, learn when to check them, whether to appear, and how to correct defects before the hearing.
- Stanislaus County probate notes: timing and defects Find Stanislaus County probate notes, meet the five-court-day correction deadline, and know when an appearance is required.
- State Farm life insurance death claim: timeline File a State Farm life insurance death claim. Find the Life Claims phone number, required information, and State Farm's published review and payment timeline.
- Synchrony deceased notification: form and phone Notify Synchrony after a cardholder or bank customer dies. Use the official deceased-notification form and find Estate Services phone numbers and documents.
- TD Bank deceased account closure steps Notify TD Bank after a death and understand joint-account access, ITF beneficiaries, documents, product contacts, and account restrictions.
- TIAA death notification and survivor benefits Notify TIAA of a participant death and start the beneficiary process for retirement, annuity, and investment accounts.
- Truist deceased account: documents and next steps Report a Truist customer death and understand how joint, POD, and individually owned deposit accounts are handled.
- U.S. Bank deceased account closure steps Contact U.S. Bank after a death and bring the right documents for joint, POD, trust, probate-estate, and small-estate accounts.
- UBS account after death: beneficiary and estate steps Notify UBS after a client dies. Identify the advisor, account registration, beneficiary, death certificate, and authority documents needed for a transfer.
- USAA Survivor Relations: phone number and checklist USAA Survivor Relations contact details and the checklist for a deceased member's checking, savings, or certificate account.
- Vanguard deceased account transfer steps Notify Vanguard of a death and transfer brokerage, joint, transfer-on-death, inherited IRA, and estate accounts to the right owner.
- Ventura County probate notes and filing Find Ventura County probate notes by hearing date, learn when they post, how to correct deficiencies, and whether the tentative excuses appearance.
- Wealthfront account after death: documents and timeline Notify Wealthfront after an account owner dies. Find the official form, required documents, transfer options, support contacts, and expected timeline.
- Wells Fargo death notification: Estate Care Center Notify Wells Fargo of a death. Find the Estate Care Center phone number, email, online form, required documents, and account-release steps.
- What happens to a 401(k) after death What happens to a 401(k) after someone dies, who inherits it, and what should a spouse, beneficiary, or executor do next?
- Which debts does a California estate pay first? Which debts does a California estate pay first?
- Yolo County probate notes and filing Find Yolo County probate notes by hearing date, understand the recommendation, learn when appearance is required, and prepare the probate filing.
- Your parent died in California. Here is everything, in order. My mother died in California, what do I do?