San Bernardino Probate Court Records, Notes, Forms & Fees 2026

Official-source San Bernardino County probate guide

San Bernardino Probate Court Records, CAP Case Search, Probate Notes, Forms & Filing Fees

Need a San Bernardino probate case number, Probate Notes, estate petition, trust filing, conservatorship form, guardianship location, filing fee, or certified record? Start with the official Superior Court Probate Department and CAP portal before using private case-search or record websites.

🏛️ Fontana / Victorville probate 📂 CAP case access 📝 Probate Notes timing checked 🧾 2025 fee PDF reviewed
Quick answer

Where Should San Bernardino Probate Court Users Start?

Start with the official Superior Court of California, County of San Bernardino Probate Department. The court says the Probate Department handles decedents’ estates, trusts and conservatorships, plus petitions to establish facts of birth, death and marriage and elder abuse petitions. Most probate matters are filed and heard at the Fontana and Victorville Districts.

Use the Court Access Portal (CAP) for public case information, calendars, document access where available and Probate Notes. Probate Notes are available about two weeks before the hearing and for seven days after the hearing, so users should print or save them for later reference.

Main probate pathOfficial Probate Department page and CAP portal first.
Primary districtsFontana and Victorville handle most probate matters.
Needles limitNeedles accepts only listed probate/guardianship matter types.
Probate UnitUse (909) 521-3388 for probate document and Probate Notes questions.
Task finder

Choose the San Bernardino Probate Step You Actually Need

Many users type “San Bernardino Probate Court,” but the right path depends on the task. Choose the closest task so you do not confuse CAP search, Probate Notes, filing locations, copy purchases, eFiling, small-estate procedures or conservatorship rules.

Search probate case information in CAP

Use this for

Case number lookup, calendar checks, document viewer access and public case information where available.

Best official path

Use San Bernardino Court Access Portal, also called CAP.

Verify before relying

Online access may not show sealed, confidential, restricted or older files.

Official court path

Official San Bernardino Probate Court Path

San Bernardino probate users should start with the official Probate Department page because it explains which matters belong in probate, when hearing dates are assigned, how Probate Notes work and which supporting papers must accompany petitions.

1

Open the official Probate Department page

Use it for probate overview, petitions, Probate Notes, decedent estate guidance, links to conservatorship and guardianship information, fee schedule, forms and court resources.

2

Use CAP for case information and notes

CAP is the official public portal for San Bernardino court access. Use a case number when possible because case-number lookup is usually more reliable than a broad name search.

3

Check Probate Notes before the hearing

Probate Notes are examiner notes that identify legal deficiencies and recommendations. They are useful, but the court also says the official court document is the document filed with the court.

4

Confirm the filing district

Most probate matters are in Fontana or Victorville, while Needles handles only limited probate and guardianship matters. CARE Act proceedings are filed and heard at Fontana.

Probate Notes

San Bernardino Probate Notes: Timing, Email Rules and Common Mistakes

Probate Notes are examiner notes for matters on the court’s probate calendar. The court says the Probate Research department reviews petitions and orders for legal requirements before they are acted upon and publishes notes that identify deficiencies and recommendations.

Timing

Two weeks before, seven days after

Probate Notes are available through CAP about two weeks before the hearing and remain available for seven days after the hearing. Print or save them.

Email format

Use the required subject details

The court says email questions should include the hearing date, department, case number and case caption in the subject line, and your name in the message.

No attachments

Do not attach documents

The Probate Notes page says not to include attachments in Probate Notes emails.

Legal advice limit

Email cannot fix your notes for you

The court says Probate Notes email is not for legal advice, disputes about note requirements, or confirming whether a document has been filed.

Important: Probate Notes are a courtesy and a practical checklist, but the official court document is the filed court document. When the issue affects rights, deadlines, property or conservatorship duties, consult a qualified California probate attorney.

Official PDF converted into user help

San Bernardino Probate Filing Fees From the 2025 Fee Schedule PDF

The official San Bernardino court fee schedule links to the California statewide civil fee schedule effective January 1, 2025 and revised March 7, 2025. The PDF notes that some fees vary in San Bernardino because of a local courthouse construction surcharge, and the San Bernardino appendix shows local-surcharge totals.

Probate fees users most often need to verify

First-filed petition for letters of administration or letters testamentary$435*
First objection to probate of will or petition to revoke probate$435*
Later-filed petition for letters by person other than original petitioner$435*
Special letters of administration without general powers$200
Petition for conservator, guardian of estate, or guardian person and estate$435*
Guardian of the person only$240
Temporary letters of conservatorship or guardianship$60
Petition to determine succession to real property$435*
Set aside estate of small value if no estate is pending$225
Delivery of will to court where estate may be administered$50

Fee warning: asterisks in the fee schedule indicate fees that vary in San Bernardino due to local surcharge rules. Fees can change, and additional investigator, motion, ex parte, copy, document, eFiling or service costs may apply. Always verify the current court fee schedule before paying.

Estates, trusts and wills

Estate, Trust and Will Filings in San Bernardino Probate Court

The official Probate page explains that probating an estate lets the court supervise the process by which legal title to real property transfers from the decedent’s estate to beneficiaries. Common estate-related petitions include Petition for Probate, Spousal or Domestic Partner Property Petition, Affidavit re Real Property of Small Value, and Petition to Determine Succession to Real Property.

Petition for Probate

When estate authority is needed

Use this path when a personal representative may need letters and court-supervised authority over estate property, debts, transfers or administration.

Spousal property

When surviving spouse or partner needs an order

Use this path when property may transfer through a spousal or domestic partner property petition instead of full administration.

Succession to real property

When a real-property succession petition may apply

Use this when a petition is needed to determine succession to qualifying real property under California probate procedure.

Affidavit 13100

Not filed with the court

The court says Affidavit 13100 is not filed at court and is presented directly to financial institutions if Probate Code requirements are met.

Protected-person matters

San Bernardino Conservatorship and Guardianship Help

Conservatorship and guardianship are high-stakes probate matters. Conservatorship generally involves an adult who may be unable to provide for shelter, food, medical care or finances, or may be vulnerable to undue influence. Guardianship is a court process where a non-parent may receive custody of a child, authority over the child’s property, or both.

General conservatorship

Used for adults who cannot provide for personal needs due to injury, dementia or other reasons, or who may be subject to undue influence.

Limited conservatorship

Used for a developmentally disabled person, with powers limited so the person can live as independently as possible.

LPS conservatorship

Used for grave disability due to mental disorder; the court notes LPS cases are confidential and access is limited to parties or attorneys of record.

Guardianship of person

Gives care, custody and control of the child, including food, shelter, education, medical care and safety duties.

Guardianship of estate

Requires managing a child’s funds, inventory, records, accounts and court-supervised property duties.

Investigator role

Conservatorship investigators interview proposed conservatees and others; guardianships may also involve investigation before hearing.

Do not treat these as simple forms: the court’s pages repeatedly warn that guardians and conservators take on serious duties. If the person, child, estate, medical care, money or property is contested, legal advice is strongly recommended.

Filing location

Fontana, Victorville and Needles Probate Filing Locations

San Bernardino County is large, and filing in the wrong district can delay a probate matter. The court’s filing-location page says probate and guardianship matters are generally tied to Fontana and Victorville, while Needles accepts only listed probate and guardianship matter types within its jurisdiction.

Fontana

Fontana District

17780 Arrow Boulevard, Fontana, CA 92335. The locations page lists this district with phone (909) 350-9322.

Victorville

Victorville District

14455 Civic Drive, Suite 200, Victorville, CA 92392. Verify assigned district, courtroom and clerk office before visiting.

Needles

Limited probate matters

1111 Bailey Ave, Needles, CA 92363. Needles accepts limited probate/guardianship matters such as guardianship, small real-property affidavit, succession petitions, spousal property petitions and fact-of-death/marriage petitions.

CARE Act note: the court’s “Where Can I File?” page says CARE Act proceedings in San Bernardino County are filed and heard at the Fontana District.

Forms, eFiling and documents

San Bernardino Probate Forms, Local Rules, eFiling and Document Sales

The official site directs users to local forms, Judicial Council forms, the fee schedule and eFiling resources. Use official forms instead of copying a private form page. The local forms page includes probate-specific local forms such as conservatorship contact information, confidential care plans, guardianship questionnaires, Affidavit 13100 and confidential information sheets.

Supporting papers

File documents with the petition

Local Rule 20-603 on the Probate page says supporting papers for every petition must accompany the petition or be filed within a reasonably short time after.

Conservatorship copy

Extra copy for Court Investigator

The Probate page says conservatorship filings must include an additional copy of the entire petition for the Court Investigator.

Remote documents

$0.50 per page for remote civil documents

The document-sales page says remote access to view civil-case documents costs $0.50 per page and only documents legally allowed for public viewing are available.

eFiling fees

Large fee limitation

The eFiling page says fees over $25,000 cannot be fully processed through the eFiling system and remaining fees must be handled through alternate payment methods after filing acceptance.

Copies and records

Certified Copies, Filed Documents and Probate Record Requests

Online access may help you find a case, but official use often requires a certified copy, letters, order or filed document. For banks, title companies, real-estate transfers, insurance, fiduciary authority or official estate action, confirm the exact document required before ordering.

Document need
Why it matters
Best next step
Certified letters
Proof that a personal representative, guardian or conservator has authority.
Ask the clerk whether certified letters or a certified order is required.
Filed order
Used for property transfers, instructions, court approvals and fiduciary duties.
Use CAP/document viewer if available, then verify certification needs.
Older files
The court notes case data for cases filed before 1998 may be limited.
Contact the specific court district for older-case access.
Confidential files
LPS conservatorship, sealed, minor-related and protected-person records can be restricted.
Do not assume online access; contact the clerk or attorney of record.
Map and visit help

San Bernardino Probate Court Map and Main Probate Locations

The official locations page lists Fontana District at 17780 Arrow Boulevard, Fontana, CA 92335; Victorville District at 14455 Civic Drive, Suite 200, Victorville, CA 92392; and Needles District at 1111 Bailey Ave, Needles, CA 92363. Verify the assigned district before traveling.

Fontana District — common probate location

Address: 17780 Arrow Boulevard, Fontana, CA 92335

Avoid mistakes

Common San Bernardino Probate Court Search and Filing Mistakes

Wrong proof

Treating CAP as a certified record

CAP can help find case information, but official use may require certified letters, certified orders or clerk-issued copies.

Wrong timing

Waiting too long to save Probate Notes

Probate Notes remain available only for a limited period after the hearing. Print or save them when available.

Wrong district

Filing at the wrong courthouse

Use “Where Can I File?” before submitting documents because Fontana, Victorville and Needles have different probate coverage.

Wrong forms

Using private or outdated forms

Use Judicial Council forms and San Bernardino local forms. Conservatorship and guardianship matters often need local attachments or confidential sheets.

FAQs

San Bernardino Probate Court FAQs

Where is San Bernardino Probate Court located?

Most San Bernardino probate matters are filed and heard at the Fontana and Victorville Districts. Needles handles only limited probate and guardianship matter types. Verify the current filing location before visiting or filing.

How do I search San Bernardino probate case records?

Use the official Court Access Portal, also called CAP. Search by case number when possible, or try decedent name, estate name, conservatee, guardian, trustee, attorney or filing year.

What are San Bernardino Probate Notes?

Probate Notes are examiner notes that identify deficiencies and recommendations before the court acts on a matter. They are available through CAP about two weeks before hearing and for seven days after hearing.

What phone number should I use for Probate Notes or probate documents?

The old article and official guidance route probate document and Probate Notes questions to the Probate Unit at (909) 521-3388. Verify with the official court page before relying on any phone number.

What probate matters does San Bernardino Superior Court handle?

The Probate Department handles decedents’ estates, trusts, conservatorships, petitions to establish fact of birth, death and marriage, elder abuse petitions and related probate matters.

Are probate hearing dates reserved before filing?

No. The official Probate page says petitions are set for hearing at the time of filing and hearing dates are not reserved ahead of time.

How much is a first-filed petition for letters of administration or letters testamentary?

The 2025 fee PDF lists first-filed petitions for letters of administration or letters testamentary at $435, marked with an asterisk because some fees vary in San Bernardino due to local surcharge rules. Verify before filing.

Can I use Affidavit 13100 at the San Bernardino Probate Court?

The court says Affidavit 13100 may be used to transfer liquid assets if Probate Code requirements are met, but it is not filed at court and must be presented directly to the financial institution holding the funds.

Does Needles handle San Bernardino probate matters?

Needles handles only listed limited probate and guardianship matters, such as certain guardianships, small real-property affidavits, succession petitions, spousal property petitions and fact-of-death or fact-of-marriage petitions.

Can Probate Notes email tell me how to fix my case?

No. The Probate Notes page says email questions are limited, cannot replace legal advice, and cannot be used to dispute note requirements or confirm whether a document has been filed.

Best Next Step for San Bernardino Probate Court Users

For San Bernardino probate records or filings, use this order: open the official Probate Department page, search CAP by case number where possible, save Probate Notes when available, verify the filing district through “Where Can I File?”, check the 2025 fee PDF before paying, use Judicial Council and local forms, and call the appropriate clerk before relying on private record sites or old fee information.

This page is an independent informational guide published for ProbateCourtUSA.org. It is not the Superior Court of California, County of San Bernardino, a California court office, a government agency, or a law firm. Always verify official filing rules, fees, forms, Probate Notes, court locations, eFiling requirements, copy access and legal questions directly with the court or a qualified California probate attorney.

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