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San Diego County Probate Court Guide

San Diego County Superior Court probate court information · Updated January 2026

(619) 450-5000County Clerk
Family Guide
Professional Reference

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Not sure if you need probate?

Many estates can avoid probate entirely. Assets with beneficiary designations, joint accounts, and trust assets may pass automatically without court involvement.

First: Get Death Certificates

Required for everything

San Diego County Health and Human Services Agency - Vital Records

Cost:$/copy
Get:10 copies
Online:Available
Order Online

Secure the Property

  • Lock the residence and secure valuable items
  • Forward mail to a responsible family member
  • Make a list of what you find (don't throw anything away yet)

Locate Important Documents

Will or trust documents
Property deeds
Bank/investment statements
Insurance policies
Vehicle titles
Tax returns (last 3 years)

County filing packet

San Diego County probate filing packet

Use this packet to confirm the local California filing office, compare common probate paths, gather core documents, and move into the right next step before filing. This is an informational filing guide, not legal advice or a court-approved packet.

Where this packet starts

Court
Probate Division - Superior Court of California, County of San Diego
Clerk
San Diego Superior Court Clerk
Address
Central Courthouse, 1100 Union Street, San Diego, CA 92101
Phone
(619) 450-5000
Official clerk or court site

Common filing paths

Formal probate

Full probate administration for larger estates. Court supervises asset identification, debt payment, and distribution to beneficiaries.

Threshold:
Estates over $208,850 (as of April 1, 2025)
Filing fee:
$435
Small estate affidavit

Simplified procedure for small estates. Affidavit submitted directly to institutions holding property to transfer assets without court involvement.

Threshold:
$208,850 or less (as of April 1, 2025)
Filing fee:
No filing fee
Real property affidavit

Petition to court to transfer decedent's principal residence without full probate.

Threshold:
$750,000 (decedent's principal residence only, as of April 1, 2025)
Filing fee:
$435
Spousal property petition

Petition for disposition of community property without administration.

Filing fee:
$435

Documents to gather

General filing documents
  • Petition for Probate (DE-111)
  • Notice of Petition to Administer Estate (DE-121)
  • Death Certificate
  • Original Will (if exists) if applicable
  • Duties and Liabilities of Personal Representative (DE-147)
  • Inventory and Appraisal (DE-160)
Formal probate
  • Petition for Probate (DE-111)
  • Certified Death Certificate
  • Original Will (if any)
  • Notice of Petition to Administer Estate (DE-121)
  • Duties and Liabilities of Personal Representative (DE-147)
  • Inventory and Appraisal (DE-160)
Small estate affidavit
  • Affidavit for Collection of Personal Property (can be custom or form)
  • Certified Death Certificate
  • Proof of identity
Spousal property petition
  • Spousal or Domestic Partner Property Petition (DE-221)
  • Certified Death Certificate
  • Proof of marriage/domestic partnership

Fee signals

  • Formal administration: $435
  • Small estate affidavit: No filing fee
  • Spousal property petition: $435
  • Certified copy per page: $1
  • Certification per document: $2

Deadline signals

  • Deposit the original will within 30 days if one exists.
  • Creditor claims period: 4 months.
  • Notice to creditors publication: Once a week for 3 successive weeks.

Choose your next step

If you are not sure probate is required, start with the free assessment. If you are ready to organize a filing, use the county-aware plan handoff.

Check if probate is needed
Personalized Plan

A personalized probate report for estates that likely need court administration.

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Packet details are based on official court, clerk, and state sources. Confirm final instructions with the sources section below before filing.

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