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Santa Barbara County, CA Probate Information

Quick facts

CategoryCurrent rules
CourtSuperior Court of California, County of Santa Barbara — Probate Division
South County courthouseAnacapa Division, 1100 Anacapa Street, Santa Barbara, CA 93101 (mailing: P.O. Box 21107, Santa Barbara, CA 93121-1107)
North County courthouseCook Division, 312 East Cook Street, Building E, Santa Maria, CA 93454 (mailing: 312-C East Cook Street, Santa Maria, CA 93454)
Probate clerk — South County(805) 882-4520
Probate clerk — North County(805) 614-6414
FaxAnacapa (805) 882-4519; Cook (805) 614-6616
Clerk's office hoursMon–Fri 8:00 AM – 3:00 PM in person (phones answered 9:00 AM – 3:00 PM); closed court holidays
Probate hearings — South CountyThursdays 9:00 AM, Dept. SB 5 (Anacapa Division)
Probate hearings — North CountyMondays 8:30 AM (Dept. SM 4), Tuesdays 9:00 AM (Dept. SM 2), Wednesdays 8:30 AM (Dept. SM 1), Cook Division
Filing fee (petition for probate)$435 — statewide fee, no Santa Barbara County surcharge (Cal. Gov. Code § 70650(a))
Local probate formsYes — SC-6000-series local forms, including SC-6021 (small-estate declaration) and SC-6028 (First and Final Report)
E-filingMandatory for all filers under Local Rule 1012 (since January 1, 2016) via an eFileCA (Odyssey) provider; self-represented filers may use the free Odyssey Guide & File
Probate examiner notesPosted on the court's Tentative Rulings page about one week before each hearing
Online case searchAvailable — Case Records Search at the court's Online Services
Remote appearanceZoom, by department (file RA-010 or local form SC-2073, Request to Appear by Zoom Videoconference/Order)
Websitehttps://www.santabarbara.courts.ca.gov/divisions/probate

Before you begin — know the assets and liabilities

Before filing anything in Santa Barbara County, know exactly what is in the estate and where the decedent was domiciled — the domicile decides whether you file at the Anacapa Division in Santa Barbara or the Cook Division in Santa Maria, and the asset picture decides the path. Because probate examiners post notes about a week before each hearing, a petition filed before the family understands the estate tends to draw deficiency notes and continuances that stretch the case out by weeks.

Identify every bank account, brokerage, retirement plan, life insurance policy, business interest, and parcel of real property, and every debt, before choosing among the small-estate affidavit, succession petition, spousal property petition, or full IAEA probate. Sunset's asset-discovery work, searching more than 2,300 financial institutions, exists for this step.

Which court handles jurisdiction

The Probate Division of the Santa Barbara Superior Court hears every probate matter in the county — decedents' estates, succession and spousal petitions, conservatorships, and guardianships — but it splits the work between two courthouses by region. South County matters (Santa Barbara, Goleta, Carpinteria, Montecito, Summerland) are heard at the Anacapa Division, 1100 Anacapa Street, in Dept. SB 5. North County matters (Santa Maria, Lompoc, Solvang, Buellton, Guadalupe, Los Alamos, Orcutt) are heard at the Cook Division, 312 East Cook Street in Santa Maria, in Depts. SM 1, SM 2, and SM 4.

Venue in Santa Barbara County is proper when the decedent was domiciled in the county at death (Cal. Prob. Code § 7051), or owned Santa Barbara County real property as a non-resident (ancillary administration). File in the region — South or North County — where the decedent lived; the two courthouses are branches of the same court, not separate jurisdictions.

The jurisdiction process

  1. Prepare the statewide Judicial Council DE-series forms for your path, and pick the correct courthouse: Anacapa (Santa Barbara) for South County estates or Cook (Santa Maria) for North County estates, based on where the decedent was domiciled.
  2. E-file the petition. Santa Barbara requires electronic filing for all filers under Local Rule 1012; use an eFileCA (Odyssey) service provider, or the free Odyssey Guide & File if you are self-represented. Original wills, codicils, and surety bonds cannot be e-filed and must be lodged on paper.
  3. Pay the $435 filing fee (statewide fee, no Santa Barbara County surcharge; fee waivers available on Judicial Council forms FW-001/FW-003). An e-filing transaction fee also applies.
  4. The clerk sets the hearing on the appropriate calendar: South County probate is heard Thursdays at 9:00 AM in Dept. SB 5; North County probate is heard Mondays 8:30 AM (SM 4), Tuesdays 9:00 AM (SM 2), and Wednesdays 8:30 AM (SM 1).
  5. Complete notice: publish in a newspaper adjudicated for legal advertising in the county and mail DE-121 notice to heirs and beneficiaries at least 15 days before the hearing.
  6. Check the probate examiner notes on the court's Tentative Rulings page — they post about one week before the hearing. Cure any deficiency by filing a verified supplement or amendment (Local Rule 1721); documents submitted later than 5:00 PM three court days before the hearing may not be considered, and an uncured matter requires a continuance under Local Rule 1722 or a personal appearance.
  7. Attend the hearing in person or by Zoom (file RA-010 or local form SC-2073). The judge admits the will, appoints the personal representative, and issues Letters (DE-150).
  8. Administer and close the estate under the statewide process: creditor notice, the 4-month claim period, Inventory and Appraisal (DE-160), and the petition for final distribution — closing on the court's local First and Final Report form (SC-6028) where applicable.

Executor duties

The statewide personal-representative duties (creditor notice, the 4-month Inventory and Appraisal, DHCS notice, Notice of Proposed Action under IAEA) apply in Santa Barbara exactly as described on the California page. Santa Barbara adds these local obligations:

Santa Barbara-specific dutyTiming
E-file all documents under Local Rule 1012 (originals excepted)Throughout the case (mandatory since January 1, 2016)
Lodge original wills, codicils, and surety bonds on paperThey cannot be e-filed
Monitor the probate examiner notes on the Tentative Rulings pageNotes post about one week before each hearing
Cure examiner-note deficiencies by verified supplement or amendment (Local Rule 1721)By 5:00 PM three court days before the hearing, or secure a continuance under Local Rule 1722
Use the local First and Final Report form (SC-6028) to close a simple estateAt final distribution, where applicable

Forms and documents

Probate forms in Santa Barbara County

Santa Barbara uses the statewide Judicial Council DE-series plus a set of local SC-6000-series probate forms. The local forms most relevant to a decedent's estate:

FormNameWhen used
SC-6000Application and Order Appointing Probate RefereeTo appoint the county probate referee for the Inventory and Appraisal
SC-6020Transfer of Small Estates Without Probate (Informational Brochure)Reference on the small-estate paths
SC-6021Declaration Pursuant to California Probate Code Sections 13100-13115Local small-estate collection-of-personal-property declaration
SC-6026 / SC-6027Request for Order Dispensing with Accountings and Bond / OrderTo waive accounting and bond where appropriate
SC-6028 / SC-6029First and Final Report of Personal Representative / OrderTo report and close a simple decedent's estate
SC-6031 / SC-6032Report of Status of Administration / OrderWhen administration extends beyond one year
SC-1007VerificationTo verify amendments and supplements
SC-2073 / RA-010Request to Appear by Zoom Videoconference / Notice of Remote AppearanceTo appear at a probate hearing by Zoom

Local forms are downloadable from the court's forms page at santabarbara.courts.ca.gov. The statewide DE-series applies in addition.

Fees

ItemAmountNotes
Petition for probate (first filing)$435Cal. Gov. Code § 70650(a); Statewide Civil Fee Schedule effective January 1, 2026. No Santa Barbara County surcharge
Petition to Determine Succession to Real Property$435Same first-paper fee (Cal. Prob. Code § 13151 petitions)
E-filing transaction fee$5.00 per transactionCharged on e-filed documents (non-criminal); the eFileCA service provider adds its own fee

Timeline

  1. E-file the petition at the correct courthouse and complete the 15-day mailed notice and newspaper publication.
  2. The clerk sets the hearing on the region's calendar — South County on the Thursday 9:00 AM calendar (Dept. SB 5), North County on the Monday/Tuesday/Wednesday morning calendars (Depts. SM 4, SM 2, SM 1).
  3. Probate examiner notes post to the Tentative Rulings page about one week before the hearing; cure deficiencies by verified supplement or amendment before the 5:00 PM cutoff three court days out.
  4. Hearing to Letters (DE-150): same day to one week for a matter with cleared notes; uncleared notes require a continuance.
  5. Creditor claim period and Inventory and Appraisal deadline: 4 months from Letters (statewide).
  6. Total for a cooperative-family IAEA probate: commonly under a year, driven mostly by the statutory 4-month creditor period.

Local nuance

Santa Barbara County-specific considerations

Two courthouses, split by region. Probate is heard at Anacapa in Santa Barbara for South County estates (Dept. SB 5, Thursdays) and at Cook in Santa Maria for North County estates (Depts. SM 1, SM 2, SM 4). File in the region where the decedent was domiciled; both are branches of the same court.

E-filing is mandatory for everyone. Under Local Rule 1012, all documents must be electronically filed through an eFileCA (Odyssey) provider — this is not attorney-only. Self-represented filers can use the free Odyssey Guide & File. Original wills, codicils, and surety bonds are lodged on paper as exceptions.

Examiner notes post about a week out. Probate examiners review every calendared matter and post notes on the Tentative Rulings page roughly one week before the hearing. It is your responsibility to check. Cure deficiencies by verified supplement or amendment; anything filed after 5:00 PM three court days before the hearing may not be considered.

Examiner email is South County only. For a South County case you may email [email protected] for clarification of a specific posted note (case number, hearing date, and note required). The examiner gives no legal advice, ignores emails with attachments, and does not respond on North County cases.

Probate facilitator does not cover decedents' estates. The North County Probate Facilitator (805-614-6622; 805-614-6413 Español) is a Shriver-grant attorney who helps only with conservatorship or guardianship of the person — not decedents' estates. Families settling an estate rely on the court's self-help guide and the local forms.

In-person hours end at 3:00 PM. The clerk's offices are open for filing 8:00 AM – 3:00 PM; the phone lines answer 9:00 AM – 3:00 PM. Both are closed on court holidays.

Recent updates

DateChangeSource
January 1, 2026Statewide Civil Fee Schedule reissued; the probate first-paper fee is unchanged at $435 and Santa Barbara adds no county surchargeJudicial Council Statewide Civil Fee Schedule (eff. 1/1/2026)
2026Probate calendars confirmed: South County Thursdays in Dept. SB 5; North County Mondays (SM 4), Tuesdays (SM 2), Wednesdays (SM 1)santabarbara.courts.ca.gov probate division page
January 1, 2016Electronic filing became mandatory for all filers under Local Rule 1012santabarbara.courts.ca.gov e-filing page

Page last reviewed: July 2026.

Scenarios

SituationLikely path in Santa Barbara CountyWhere Sunset helps
Surviving spouse, co-owned homeSpousal/Domestic Partner Property Petition filed at the courthouse for the decedent's region (Anacapa or Cook), heard on that region's probate calendar, often by Zoom. The court signs DE-226; record it with the Santa Barbara County Clerk-Recorder to complete the title transfer.Asset discovery to confirm community vs. separate property. Packet generation for DE-221, DE-226, MC-025. Title-transfer guidance.
Out-of-state adult child, small estateSmall Estate Affidavit under Cal. Prob. Code § 13100 (personal property up to $208,850 for deaths on or after April 1, 2025) goes directly to the banks — no Santa Barbara filing. A primary residence up to $750,000 uses the §§ 13150–13157 succession petition, e-filed at the region's courthouse with a Zoom hearing.Asset discovery to confirm the estate fits the caps. Packet generation, including the local SC-6021 declaration. Online notarization so the child does not need to travel to California.
Parent settling a predeceased child's estate, home must be soldFull IAEA probate e-filed at the region's courthouse with DE-111 requesting full authority. Clear the examiner notes before the hearing. The personal representative sells the home under IAEA with a Notice of Proposed Action (DE-165), closing on the local First and Final Report (SC-6028).Asset discovery for the child's assets. Packet generation for DE-111, IAEA and bond waivers. Help responding to probate examiner notes.

Self-help resources

ResourceWhat it offers
Santa Barbara Superior Court Probate Self-Help Guide (santabarbara.courts.ca.gov)The court's own probate overview, local forms, examiner-note and e-filing instructions, and the list of newspapers adjudicated for legal advertising
North County Probate Facilitator — 805-614-6622 (805-614-6413 Español)A Shriver-grant attorney for self-represented filers — conservatorship and guardianship of the person only, not decedents' estates
California Courts Self-Help Guide — Probate (selfhelp.courts.ca.gov/probate)The Judicial Council's official plain-language guide to every California probate path
LawHelpCA (lawhelpca.org)Directory of free and low-cost legal aid programs serving Santa Barbara County

When to hire an attorney

Most cooperative-family Santa Barbara County probates — spousal petitions, small-estate paths, and uncontested IAEA administration — can be completed without an attorney, though the mandatory e-filing and the examiner-note process demand attention to detail. Consider counsel when the estate exceeds $1 million, a will contest or heir dispute is likely, the estate holds business interests or out-of-state property, ancillary administration is needed for a non-resident who owned Santa Barbara County real property, or examiner notes recur and the family cannot clear them. Because the county's probate facilitator does not cover decedents' estates, self-represented families lean on the court's self-help guide and local forms. Sunset can connect families to a vetted California probate attorney serving Santa Barbara County.

How Sunset helps

Find the accounts and assets. Sunset searches more than 2,300 financial institutions and Santa Barbara County public records to surface bank accounts, retirement plans, brokerage holdings, life insurance, real estate (with community-property characterization), business interests, and unclaimed property.

Generate the probate packet. Sunset assembles the Judicial Council DE-series forms for your estate settlement path plus the Santa Barbara local forms the case needs, SC-6021 for a small estate, SC-6028 to close a simple estate, ready for e-filing at the correct courthouse.

Find a local probate attorney. When the situation calls for counsel, Sunset connects families to a vetted California probate attorney serving Santa Barbara County.

Sunset is free for families. Revenue comes from bank partners that pay Sunset while estate funds sit in an FDIC-insured estate account ($3M coverage).

Frequently asked questions

Where do I file a probate case in Santa Barbara County?

At one of two courthouses, chosen by where the decedent lived. South County estates (Santa Barbara, Goleta, Carpinteria, Montecito) file at the Anacapa Division, 1100 Anacapa Street, Santa Barbara. North County estates (Santa Maria, Lompoc, Solvang, Guadalupe) file at the Cook Division, 312 East Cook Street, Building E, Santa Maria. Both are branches of the same Superior Court.

Do I have to e-file in Santa Barbara probate?

Yes. Electronic filing is mandatory for all filers under the court's Local Rule 1012 — not just attorneys. Use an eFileCA (Odyssey) service provider, or the free Odyssey Guide & File if you are self-represented. Original wills, codicils, and surety bonds cannot be e-filed and are lodged on paper.

When are probate hearings held in Santa Barbara County?

South County probate is heard Thursdays at 9:00 AM in Dept. SB 5 at the Anacapa Division. North County probate is heard Mondays at 8:30 AM (Dept. SM 4), Tuesdays at 9:00 AM (Dept. SM 2), and Wednesdays at 8:30 AM (Dept. SM 1) at the Cook Division in Santa Maria.

How do I check probate examiner notes in Santa Barbara?

The probate examiners post notes on the court's Tentative Rulings page (under Online Services) about one week before the hearing. Checking is your responsibility. Cure any deficiency by filing a verified supplement or amendment; documents submitted after 5:00 PM three court days before the hearing may not be considered.

Can I appear at a Santa Barbara probate hearing by Zoom?

Yes. Probate appearances are available by Zoom by department. File Judicial Council form RA-010 (Notice of Remote Appearance) or the court's local SC-2073 (Request to Appear by Zoom Videoconference/Order) to arrange it.

Can I check my Santa Barbara probate case online?

Yes. The court offers a Case Records Search under Online Services at santabarbara.courts.ca.gov, in addition to the probate notes posted on the Tentative Rulings page.

Does Santa Barbara County have local probate forms?

Yes. Santa Barbara maintains SC-6000-series local probate forms in addition to the statewide DE-series — including SC-6021 (small-estate collection declaration), SC-6000 (appointing the probate referee), and SC-6028 (First and Final Report of Personal Representative).

How much does it cost to file for probate in Santa Barbara County?

$435 for the first petition (Cal. Gov. Code § 70650(a), Statewide Civil Fee Schedule effective January 1, 2026). Santa Barbara adds no county surcharge. An e-filing transaction fee of about $5, plus the service provider's own fee, applies to electronic filings.

Is there a probate self-help clinic in Santa Barbara County?

Only a limited one. The North County Probate Facilitator (805-614-6622; 805-614-6413 Español) helps self-represented filers with conservatorship and guardianship of the person — not decedents' estates. For estates, the court offers its Probate Self-Help Guide and local forms.

Do I have to travel to court to settle an estate in Santa Barbara County?

Usually not. Filings are electronic, hearings can be attended by Zoom, and the small-estate affidavit under Cal. Prob. Code § 13100 never touches the court at all — it is presented directly to banks and asset holders.

Shaped by the families we've helped

Thank you to the thousands of families who have trusted Sunset to help settle their loved ones' estates. This page is shaped by the questions they actually asked and the obstacles they actually hit — and that hard-won experience is what keeps it accurate, current, and genuinely useful to the families who come next.

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