Santa Clara County Superior Court — Downtown Superior Court (San Jose)
Santa Clara County Probate Accounting & ACSR Guide
Processing 1,802 Estate & Trust filings (4.3% of California; 2,699 total probate cases) with a 76.2% clearance rate, Santa Clara requires clean initial filings to earn "Pre-Approved" ACSR status before hearing.
FY 2024–25 E&T Filings
1,802
4.3% of CA Statewide
E&T Clearance Rate
76.2%
2026 Court Statistics Report
ACSR Review Posting
2 Days Prior
No later than 5 PM day prior
CourtSchedule Rule
5 Business Days
To file after reservation
Downtown Superior Court (DTS) — San Jose
Address: 191 North First Street, San Jose, CA 95113 (Probate Clerk Room 107)
Examiner / Probate Desk: (408) 882-2515
CourtSchedule Reservations: (408) 882-2654 (moving papers due within 5 business days)
Governing Local Rules: Santa Clara Local Probate Rules (eff. July 1, 2026): Rules 1.D, 1.H, 2.B
Official Santa Clara Court Links
High-Net-Worth Silicon Valley Estates: Securities, Carry Values & Pre-Approval
Because Santa Clara petitions often involve concentrated equity awards, brokerage portfolios, and Form 706 estate tax filings, examiners check strictly for DE-160 vs. Form 706 share-count mismatches and corporate-action basis adjustments. Moreover, because Advance Case Status Reports publish only ~2 court days prior to hearing (by 5:00 PM the court day before), you cannot rely on a two-week cure window — your initial Schedules A–F and UFIPA Principal vs. Income allocation must be clean upon reservation.
Santa Clara Probate Accounting FAQs
What are Santa Clara County Advance Case Status Reports (ACSRs)?
Santa Clara County Superior Court publishes examiner review findings through Advance Case Status Reports (ACSRs), generally posted two court days prior to the hearing and no later than 5:00 PM the court day before. Petitions marked "Pre-Approved" may avoid in-person appearances if unopposed.
Where is the Santa Clara Probate Division located and how do hearing reservations work?
Probate matters are handled at Downtown Superior Court (DTS), 191 North First Street, San Jose, CA 95113 (Probate Clerk Room 107; Examiner Phone: (408) 882-2515). Hearing dates are reserved via CourtSchedule ((408) 882-2654), and moving papers must be filed within 5 business days of reservation.
What local rules govern Santa Clara probate and trust accountings?
Santa Clara County Local Probate Rules (effective July 1, 2026), including Rules 1.D, 1.H, and 2.B, govern hearing reservations, ACSR status checks, and accounting formatting alongside statewide Probate Code §§ 1060–1064.