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San Francisco County Probate Guide

Superior Court of California, County of San Francisco · Updated January 2026

(415) 551-3892County Clerk
Family Guide
Professional Reference

Feeling overwhelmed?

Free help is available in San Francisco County.

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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.

Check If You Need Probate

First: Get Death Certificates

Required for everything

San Francisco Office of 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)

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