Hiring a Wills, Trusts or Probate Lawyer in California
What California requires for a valid will, when probate applies, how estate lawyers charge, how to check a lawyer's license, and free help. We do not recommend or rank lawyers.
What a lawyer costs in California: fee rules
| Rules on contingency fees | California's Rule 1.5 bars unconscionable or illegal fees and lists factors for judging a fee, including whether it is fixed or contingent and whether the client gave informed consent. Under Rule 1.5(c), a lawyer may not charge any fee in a family law matter that is contingent on securing a dissolution or nullity of marriage or on the amount of spousal or child support or a property settlement, and may not charge a contingent fee to represent a criminal defendant. Chapter 1 PDF: https://www.calbar.ca.gov/sites/default/files/portals/0/documents/rules/Rules-of-Professional-Conduct-1.pdf |
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| If you disagree with a lawyer's bill | California's Mandatory Fee Arbitration program lets clients dispute an attorney's bill; if the client requests arbitration through the program, the attorney must participate. Most fee arbitrations are run by local county bar association programs where most of the legal services were provided; if there is no local program, the State Bar may provide arbitration. Mediation is also available and is voluntary for both sides. A filing fee applies. Clients do not need a lawyer. State Bar program phone: 415-538-2020. |
| If a lawyer takes your money | The State Bar's Client Security Fund, funded by California lawyers, can reimburse people who lost money or property because a California lawyer committed theft or dishonest conduct. Reimbursement is discretionary and can be up to $100,000 per claim, depending on when the loss occurred. Negligence, malpractice and incompetence, interest, expenses and consequential damages are not covered, and you must be able to prove the lawyer received your money or property. Filing is free and no lawyer is required; filing does not stop statutes of limitations on other remedies. |
California rules to know first
| Requirements for a valid will | Anyone 18 or older and of sound mind may make a will. A typed will must be in writing, signed by the person making it (or by someone else in their name, in their presence and at their direction), and signed during their lifetime by at least two witnesses who were present at the same time and saw the signing or the person's acknowledgment of the signature or will, and who understand the document is a will. If those formalities were not met, a court may still treat the will as valid if there is clear and convincing evidence the person intended it to be their will. California also has a fill-in-the-blank California Statutory Will. Re-verified 2026-10-27. |
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| Small estate affidavit | Personal property (such as bank accounts and stocks) can be collected with a small estate affidavit if the gross value of the person's California real and personal property is $208,850 or less (deaths on or after April 1, 2025; $184,500 for deaths April 1, 2022 – March 31, 2025; $166,250 for earlier deaths) and at least 40 days have passed since the death. Cars, boats, mobile homes, out-of-state real estate, trust property, joint tenancy property, property passing to a surviving spouse, assets paid to named beneficiaries, multi-owner accounts, and up to $20,875 of unpaid wages are not counted. Debts and mortgages are not subtracted. No probate case can be open unless the personal representative consents. The affidavit is used for personal property, not real estate; notarization is not legally required but many institutions ask for it. Dollar limits are adjusted every three years; the next adjustment is scheduled for April 1, 2028. Check form DE-300 for the current figures. |
| How probate works | Formal probate usually takes 9 to 18 months. (1) File a Petition for Probate (DE-111) in the county where the person lived (or where California property is, for non-residents) and pay the filing fee (typically $435) or request a fee waiver; (2) another adult mails notice of the hearing to heirs and beneficiaries, and notice is published in a newspaper; (3) at the hearing the judge appoints the executor or administrator and letters are issued; (4) give notice to creditors (Notice of Administration to Creditors, DE-157) and pay valid debts; (5) file an Inventory and Appraisal (DE-160), with non-cash assets usually valued by a probate referee; (6) handle final tax returns; (7) file a final report, account (unless waived) and petition for final distribution, and attend the closing hearing. |
Find and check a lawyer
| Lawyer referral service | The State Bar of California does not run its own referral service ("the State Bar is not a Lawyer Referral Service"); it certifies lawyer referral services that meet standards approved by the California Supreme Court. A certified service can help you decide whether you need a lawyer and, where available, refer you to a local lawyer in good standing with professional liability insurance who handles your type of problem; you do not have to hire that lawyer. "Lawyers referred to you will offer you an initial consultation for a reduced fee or no fee." Find a certified service with the State Bar's online directory by county, area of law and language. The California Courts self-help guide says referral services typically list lawyers who meet for 30 minutes for a small fee (around $40). Courts self-help guide: https://selfhelp.courts.ca.gov/get-free-or-low-cost-legal-help |
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| Check that the lawyer is licensed | The State Bar of California's "Check Attorney Profile" licensee search is the official tool for looking up California attorneys. |
| Check discipline history or file a complaint | Complaints about attorney misconduct are filed with the State Bar of California through its online complaint application; the bar's Public Trust Liaison Office helps members of the public with questions. Fee disagreements follow a separate fee dispute process. The State Bar also publishes recent disciplinary actions. Recent disciplinary actions: https://www.calbar.ca.gov/public/concerns-about-attorney/recent-disciplinary-actions ; Public Trust Liaison Office: https://www.calbar.ca.gov/public/concerns-about-attorney/public-trust-liaison-office |
Free legal help
| Free legal aid | All California superior courts have free legal self-help programs, where staff give legal information and help with forms but cannot represent you. For non-criminal cases, legal services programs give free or low-cost help depending on your income and type of problem; use LawHelpCalifornia.org to find local legal aid offices. LSC-funded legal aid organizations in California include Bay Area Legal Aid, California Indian Legal Services, California Rural Legal Assistance, Central California Legal Services, Greater Bakersfield Legal Assistance, Inland Counties Legal Services, Legal Aid Foundation of Los Angeles, Community Legal Aid SoCal, Legal Aid Society of San Diego, Legal Services of Northern California and Neighborhood Legal Services of Los Angeles County. LSC grantee list: https://www.lsc.gov/about-lsc/our-grantees |
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All legal help in California · Do I need a lawyer?
General legal information, not legal advice. Laws change and local rules can differ; check the linked official source or talk to a lawyer about your situation.