State Guides

California Estate Planning Guide

California Estate Planning: The county recorder or land-record office for real property.

By Wills and state-guides editor Published August 13, 2026 How we edit

General orientation only. Use the current court, recorder, agency, and a professional licensed in the jurisdiction.

Estate-planning and probate procedure in California must be checked against current state materials and local records.

Official starting point

California Courts Self-Help Guide

For a court or estate filing, begin with the Superior Court in the county with probate venue. For real-property ownership and recorded transfers, check the county recorder.

Open the official court source

Why this page is not in the search index

We have not completed a source-by-source review of California execution rules, probate procedure, property transfers, and benefit requirements. Until that work is complete, this page is limited to official starting points.

Where to verify the answer

  • The current state court website and the court handling the matter.
  • The county recorder or land-record office for real property.
  • The institution holding an account, policy, or beneficiary designation.
  • A professional licensed in California for advice about a document or set of facts.

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