Self-Help Probate
Probate: General Information
Due to the COVID-19 pandemic, please visit the Court’s COVID-19 page for the latest information regarding our available services. You can access the page by clicking here.
For Self-Help Services’ hours of operation and services, please click here.
Our Probate Self Help pages help you handle property transfers at death, plan for estate management, and much more. Probate cases can be about:
- Children – guardianship, emancipation and minor’s compromise cases
- Adults who can't represent themselves (conservatorship cases)
- Handling the estates of people who have died (property transfer)
- Planning for your old age and death (trusts and power of attorney)
Probate cases are heard at the Costa Mesa Justice Complex in Costa Mesa. See Probate cases online at the Online Case Access.
Probate Cases
Guardianship
Probate Help for Children (Minors)
Conservatorship
- About Conservatorship
- LPS (Mental Health) Conservatorship
- Limited Conservatorships (for Developmentally Disabled Adults)
Probate Wills and Trusts (Property Transfers)
- About Probate - Probate a Decedent's Estate
- Preparing the Petition for Probate
- Simplified Probate Procedures
- Administering the Probate
- Closing and Distributing the Probate
- Trusts
- Decedent's Estate - Clearing Your Probate Notes (Farsi; Korean; Mandarin; Spanish; Vietnamese;)
Medical/financial/end of Life
More Probate Help & Information
Assistance by Phone or in Person
Probate Court Location
Probate Court is is at Costa Mesa Justice Complex (CMJC) 3390 Harbor Blvd., Costa Mesa, CA 92626. The Probate Clerk’s Office is on the First Floor of the Costa Mesa Justice Complex courthouse.
There are several people in the probate department who can give you information:
Probate Examiners/Probate Notes | The probate examiners review petitions and supporting documents for matters set for hearings in the probate court, to make sure they are complete and agree with California law, local court rules, and other requirements (like publication and notice).
The probate examiners review the petitions three to four weeks before the hearing and prepare a written summary called probate notes. The probate notes set forth any deficiencies or additional information required by the court. The notes will often also tell the party additional document(s) needed by the court for the probate judge and parties on the case. |
Probate staff attorney | The probate research attorney helps the judge review cases set for hearing. |
Viewing Probate Notes | The probate notes may be viewed by parties three to four weeks before the hearing online, under Online Services/Probate Notes. |
- Remember: Probate cases are complicated. You will need to learn new words. Visit the Probate Glossary page with Probate Terms . You will need to learn about the Court’s rules and procedures. Refer to the local Probate rules.
- If you need more help, talk to a lawyer. You can get a referral to a lawyer from a lawyer referral service.
Clinics
- Guardianship Clinic: Asking for Custody When you are not the Parent
- Clinic for Limited Conservatorship Cases: For Adult or Soon-To-Be-Adult With Developmental Disabilities
- Orientation for New Conservators
Additional Resources
- Conservatorships (California Courts website)
- Guardianships (California Courts website)
- Wills, Estates, and Probate (California Courts website)
- Changing Your Gender and Name
- Elder Abuse (Superior Court of Orange County Self-Help Services website)
- Probate/Mental Health (Superior Court of Orange County website)
- Do I Need a Will? (State Bar of California)
- Do I Need Estate Planning? (State Bar of California)
- Do I Need a Living Trust? (State Bar of California)
- Seniors and the Law-A Guide a Maturing Californians (State Bar of California)
Forms
You may also find the appropriate forms and get help filling out the forms you need using the tutorial form programs and eFilng options on the Self-Help Centers’ “Create Court Forms” page.
Laws
- Probate Code
- Code of Civil Procedure
- California Rules of Court
- Superior Court of Orange County Local Rules of Court