How to File Probate in San Mateo County
The following forms are required to file a probate petition in San Mateo County:
- Petition for Probate
- Notice of Petition to Administer Estate
- Notice of Lodgment of Will
- Duties & Liabilities of Personal Representative
- Confidential Statement of Birthdate & Driver’s Licenses Number
- Request for Appointment of California Probate Referee
- Bond (if applicable)
Where to File Probate in San Mateo County
To start the probate process in San Mateo County, file a petition for probate at the following location:
Hall of Justice
400 County Center
Redwood City, CA 94063
The Clerk’s office is open Monday through Friday from 8:30 AM to 2:00 PM.
San Mateo County Adjudicated Legal Newspapers
San Mateo has a number of approved newspapers that are authorized to complete the required probate publication. Keep in mind that the publication process may be affected by other statutory requirements. For example, you may need to publish in a certain newspaper based on where the decedent resided.
Navigating the San Mateo Probate Court
Although certainly not an all-inclusive list, the following points out details to be aware when you need to file probate in San Mateo County.
San Mateo Court Local Rules
Review the San Mateo County Probate Court Local Rules before you file probate in San Mateo County. This will give you a general overview of how the probate process works. You must comply with the local court rules to have your petition approved. Contact us if you have any questions about the local court rules.
Probate Examiner’s Notes for San Mateo Probate Cases
The San Mateo County probate examiner will review the initial petition before submitting it to the judge. The examiner will let you know if any revisions need to be made to the forms. Very often the petitions we prepare are accepted by the probate examiner without additional revisions and the probate is noted as “pre-approved”.
Tentative rulings on probate matters can be accessed through the San Mateo Superior Court website. These tentative rulings can be viewed on the court’s website for five calendar days and are displayed by the day of the week of the scheduled hearing.
San Mateo County Probate Referees
All probate estates must be appraised. The court will appoint a probate referee to appraise all non-monetary assets of the estate. Once the assets are appraised, the probate representative must identify which assets can be liquidated to pay off outstanding estate debts. The probate representative must contact all interested parties (creditors) and provide them the opportunity to file a claim for any outstanding debts owed against the estate. The following are approved probate referees for San Mateo County.
William T. Dunlap III, 1001 Bayhill Drive, Suite 200, San Bruno, CA 94066; Phone: (650) 888-9367; e-mail: firstname.lastname@example.org
William R. Gray, P.O. Box 1151, Daly City, CA 94017-1151; Phone: (415) 333-4080; e-mail: email@example.com
Closing the Probate Estate
Once the estate’s debts are paid, any remaining assets can be distributed to beneficiaries and heirs. Beneficiaries will receive specific gifts identified in the will. Heirs will receive assets that were not identified in the will according to California’s intestate succession laws.
Contact A People’s Choice for more information on how to start the probate process in San Mateo County. Probate can be difficult to navigate without professional help. Most of our clients are pleasantly surprised at how easy we make this 7-12 month legal procedure and are often astonished at the savings they receive! First and foremost, you will save thousands of dollars using our San Mateo County probate services. More importantly, using our probate document preparation service will allow you to complete this complex probate process without the stress of doing it on your own. Call today for free information at 800-747-2780.