Free Small Estate Affidavit Form

A small estate affidavit is a sworn statement that lets heirs collect a deceased person's property without a full probate case. It only works when the estate stays under the limit that state law sets. Many states also add a waiting period, so the rules depend on where the person lived. You can download a free form for your state from the list below.

Last Updated: October 2026. This guide is reviewed and updated regularly to reflect current law. If you notice an error or outdated information, please contact us.

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When to Use a Small Estate Affidavit

A small estate affidavit lets you collect a deceased person's property without a full probate case. It is not available in every situation, because each state sets its own conditions. The points below show what to check first.

  • The estate must be small enough. Dollar limits run from about $15,000 in the lowest states to $200,000 or more in the highest. The table below lists each one.
  • Your state may care about a will. Some states limit the affidavit to estates without a will. Others allow it when a will exists. Check your state's rule before you start.
  • Real estate is treated differently from state to state. Many states limit the affidavit to personal property such as bank accounts and vehicles. A few set a separate limit for real property, which the table shows.
  • Approval can be required. Depending on the state, the affidavit goes to the institution that holds the property or to the probate court.

Rules differ by state and change over time. Confirm the limit, the waiting period, and the filing steps for your state before you sign.

If you are not sure the estate qualifies, ask a probate attorney or the probate court clerk before you file.

What to Consider First

A small estate affidavit needs careful preparation. A court or a bank can reject a form that leaves out an heir or an asset, so gather the facts before you fill in anything. Work through the checks below first.

  • Probate has not started. If a court has already begun to distribute the property, the affidavit usually cannot be used.
  • You know every heir. Leaving out an eligible heir or the share owed to each can get the document rejected.
  • You have a full list of the property. The form asks for each item and its value.
  • The list is complete. It should cover bank accounts, vehicles, furnishings, and any other possessions. If the person co-owned property with a spouse, note the percentage.

Collecting this information takes time. Start before you file, and use the waiting period after the death to do it.

Affidavit of Heirship vs Small Estate Affidavit

Both documents can shorten the probate process, but they serve different property types. A small estate affidavit mainly covers personal property. An affidavit of heirship is mainly used to show who inherits real estate. Choose the one that fits what the person left.

  • Small estate affidavit: collects personal property such as bank accounts and vehicles. Many states do not allow it for real estate.
  • Affidavit of heirship: states who the heirs are and acts as evidence of their right to the property. It does not transfer the title by itself.
  • Probate: may still be needed to move the title of real estate. The court may call witnesses if someone challenges the affidavit.

Signing rules for an affidavit of heirship differ by state. Many ask for a notary, and some ask for witnesses. A person who plans ahead can avoid the question with a last will and testament and a self-proving affidavit.

Small Estate Affidavit Laws by State

The table below lists each state's dollar limit, the waiting time after death, and the state law. Limits and waiting periods change, and some states have more than one limit or route. Use the table as a starting point and confirm the current figure with your state's probate court.

STATE MAX. AMOUNT Waiting Time After Death of Decedent STATE LAW
Alabama Sum of the homestead allowance, exempt property and family allowance, as adjusted by the CPI formula in Sec. 43-8-116 30 days Alabama Code, Section 43-2-692
Alaska $100,000 (for vehicles) and $50,000 (for non-vehicles) 30 days Alaska Statutes, Section 13.16.680
Arizona $200,000 (for personal property) and $300,000 (for real property) 30 days Arizona Revised Statutes, Section 14-3971
Arkansas $100,000 45 days Arkansas Annotated Code, Section 28-41-101
California $208,850 for deaths on or after April 1, 2025. $184,500 for deaths from April 1, 2022, to March 31, 2025. $166,250 for deaths before April 1, 2022 (Sec. 890 adjusted amounts) 40 days California Probate Code, Section 13100
Colorado Twice the amount set forth in Sec. 15-11-403, as adjusted by Sec. 15-10-112 10 days Colorado Revised Statutes, Section 15-12-1201
Connecticut $40,000 No Statute Connecticut General Statutes, Chapter 802b, Section 45a-273
Delaware $50,000 30 days Delaware Code, Title 12, Section 2306
Florida Funeral and last-60-days medical expenses (Sec. 735.301), plus $20,000 if intestate (Sec. 735.304). $150,000 for summary administration (Sec. 735.201) None stated (Sec. 735.301). More than 1 year for the intestate route (Sec. 735.304) Florida Statutes, Chapter 735
Georgia No limit for the court petition (Sec. 53-2-40). Banks may pay deposits up to $15,000 on affidavit (Sec. 7-1-239) None stated (Sec. 53-2-40) Georgia Code, Section 53-2-40 (petition for an order that no administration is necessary)
Hawaii $100,000 No Statute Hawaii Revised Statutes, Section 560:3-1201
Idaho $100,000 30 days Idaho Statutes, Section 15-3-1201
Illinois $150,000 No Statute Illinois Compiled Statutes, Chapter 755, Section 5/9-8
Indiana $100,000 45 days Indiana Code, Section 29-1-8-1
Iowa $50,000 40 days Iowa Code, Section 633.356
Kansas $75,000 None stated (Sec. 59-1507b) Kansas Statute, Section 59-1507b
Kentucky $30,000 No Statute Kentucky Revised Statutes, Sections 391.030 and 395.455
Louisiana $200,000 No Statute Louisiana Code of Civil Procedure, Article 3421
Maine $40,000, adjusted yearly for inflation 30 days Maine Probate Code, Title 18-C, Section 3-1201
Maryland $100,000 (for spouse) and $50,000 (for descendants) No Statute Maryland Annotated Code, Estates and Trusts, Section 5-601
Massachusetts $25,000 30 days Massachusetts General Laws, Chapter 190B, Section 3-1201
Michigan $50,000, adjusted for cost of living as provided in Sec. 700.1210 28 days Michigan Compiled Laws, Section 700.3983
Minnesota $75,000 30 days Minnesota Statutes, Section 524.3-1201
Mississippi $75,000 30 days Mississippi Annotated Code, Section 91-7-322
Missouri $40,000 30 days Missouri Revised Statutes, Section 473.097
Montana $100,000 30 days Montana Code Annotated, Section 72-3-1101
Nebraska $100,000 30 days Nebraska Revised Statutes, Section 30-24,129
Nevada $150,000 (for spouse) and $25,000 (for other claimants) 40 days Nevada Revised Statutes, Section 146.080
New Hampshire No Statute No Statute New Hampshire Revised Statutes, Section 553:32
New Jersey $50,000 (for spouse) and $20,000 (for heirs) None stated (Sections 3B:10-3 and 3B:10-4) New Jersey Statutes, Sections 3B:10-3 and 3B:10-4
New Mexico $50,000 30 days New Mexico Annotated Statutes, Section 45-3-1201
New York $50,000 None (Sec. 1304(1)). 30 days for debtor payments (Sec. 1310(3)) New York Surrogate's Court Procedure Act, Article 13, Sections 1301 to 1312
North Carolina $20,000 30 days North Carolina General Statutes, Section 28A-25-1
North Dakota $100,000 30 days North Dakota Century Code, Section 30.1-23-01
Ohio $100,000 (for spouse) and $35,000 (for other claimants) None stated (Sections 2113.03 and 2113.031) Ohio Revised Code, Section 2113.03
Oklahoma $50,000 10 days Oklahoma Statutes, Section 58-393
Oregon $75,000 for personal property and $200,000 for real property and manufactured homes (two separate limits, Sec. 114.510) 30 days Oregon Revised Statutes, Section 114.515
Pennsylvania $50,000 No Statute Pennsylvania Consolidated Statutes, Title 20, Section 3102
Rhode Island $15,000 30 days Rhode Island General Laws, Section 33-24-1
South Carolina $45,000 30 days South Carolina Code of Laws, Section 62-3-1201
South Dakota $100,000 30 days South Dakota Codified Laws, Section 29A-3-1201
Tennessee $50,000 45 days Tennessee Code Annotated, Sections 30-4-102 and 30-4-103
Texas $75,000 30 days Texas Statutes, Estates Code, Section 205.001
Utah $100,000 30 days Utah Code, Section 75-3-1201
Vermont $45,000 No Statute Vermont Statutes, Title 14, Sections 1901 to 1903
Virginia $75,000 60 days Virginia Code, Sections 64.2-601 to 64.2-605
Washington $100,000 40 days Washington Revised Code, Section 11.62.010
West Virginia $50,000 (for personal property) and $100,000 (for real property) 30 days (executor named in the will) or 60 days (other successors) West Virginia Code, Sections 44-1A-1 to 44-1A-5
Wisconsin $50,000 30 days Wisconsin Statutes and Annotations, Section 867.03
Wyoming $400,000 30 days Wyoming Statutes, Section 2-1-201

"No Statute" in the waiting time column means this page does not list a fixed waiting period for that state. It does not mean the state has no timing rules, so check the state page or the court.

How to Get a Small Estate Affidavit

Getting a small estate affidavit takes seven steps. The process is shorter than full probate, but each step needs care, and a missed detail can delay the result. Follow the steps in order and keep copies of everything you collect along the way.

Step 1: Wait for the minimum period of time

step 1 wait for the minimum period of time how to get a small estate affidavit

Many states set a waiting period after the date of death before you can use the affidavit. Where a statute sets one, it usually runs from 10 days to 60 days, with 30 days the most common. A few routes are longer (six months for Arizona's real property affidavit, more than a year for one Florida route), and some states set none. Check the table above for your state and use the time to prepare.

Step 2: Gather information on the decedent's property

step 2 gather information on the decedent’s property how to get a small estate affidavit

The affidavit asks you to list everything the person owned and give a value for each item. Bank accounts are usually easy to value. Vehicles, furniture, and smaller items take more work, because you need a market value for each. Use the waiting period to collect this information.

Step 3: Gather information on the deceased's heirs

step 3 gather information on the deceased’s heirs how to get a small estate affidavit

The affidavit should name the surviving relatives who may inherit. Who counts depends on your state's inheritance rules, but the list usually includes:

  • Spouse or domestic partner
  • Children
  • Parents, if there are no surviving children
  • Grandparents and their descendants
  • Brothers and sisters and their descendants

Some states require you to notify the other heirs before you use the affidavit, for example Washington (RCW 11.62.010) and Wyoming (W.S. 2-1-205). The method differs: mail or personal service in Washington, first class mail in Wyoming, and certified mail or personal service in Wisconsin when the affidavit covers real property (Wis. Stat. 867.03). Check your state's rule.

Step 4: Gather legal documents

step 4 gather legal documents how to get a small estate affidavit

Collect a certified copy of the death certificate. The CDC page on where to order a death certificate in each state points you to the right office. It also helps to have bank statements and proof of ownership for large items such as vehicles.

Step 5: Download a small estate affidavit form and fill it out

step 5 download a small estate affidavit form and fill it out how to get a small estate affidavit

With the details at hand, you can fill out the form. Pick your state from the list above to download a free form, or use the Create My Document button to build one online. The next section walks through each part of the form.

Step 6: Notarize the form

step 6 notarize the form how to get a small estate affidavit

Many affidavits are signed before a notary public. Not every state requires notarization, but most statutory forms include a notary section, so notarizing is the safer choice. Some states also ask for witnesses. If yours does, the witnesses are usually:

  • Adults over 18 years of age
  • Not entitled to any property of the deceased

Ask a local attorney if you have doubts.

Step 7: File the document

step 7 file the document how to get a small estate affidavit

Where you file depends on your state. In some states you present the signed affidavit to the bank or other holder of the property. In others you file it with the probate court clerk and pay a filing fee. If the office rejects the document, it usually tells you what to fix.

How to Fill Out a Small Estate Affidavit Form

Filling out the form is quick once the research is done. The form asks for your details, the deceased person's details, the property, the debts, and the heirs. Work through the six parts below in order.

  1. Your name and mailing address. Enter your name and place of residence. Add a mailing address if it differs.
    Step 1 to filling out a small estate affidavit name and mail
  2. Information about the deceased person. Enter the full name, the last place of residence, and the details from the death certificate.
    Step 2 to filling out a small estate affidavit form deceased person
  3. List of possessions. List every item the person owned and give a value for each. This covers bank accounts, vehicles, jewelry, shares in property held with a spouse or domestic partner, business interests, and intellectual property such as copyrights.
    Step 3 to filling out a small estate affidavit template possessions
  4. List of debts and liabilities. List what the deceased person owed. Debts and funeral expenses are generally paid from the estate before the heirs receive their shares. Check your state's rules on what comes first.
    Step 4 to filling out a small estate affidavit sample debts and liabilities
  5. List of surviving heirs. Name every surviving heir with an address. Many forms also ask for each heir's share, which state law sets. Check the rules before you enter shares, because a wrong entry can lead to rejection.
    Step 5 to filling out a blank small estate affidavit surviving descendants
  6. Other legal wording. FormsPal templates include standard legal wording and can serve as an example. Your local authorities may ask for extra terms, so check what your state requires.

Ask a lawyer to confirm the form covers what your state requires, because a general form may not fit every jurisdiction. Where a state publishes its own statutory form, use that version.

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Frequently Asked Questions

How much would it cost me?

The main fixed cost is the filing fee at the probate office, if your state asks you to file the affidavit there. The rest of the cost depends on how you prepare the document and who helps you:

  • A lawyer's fee, if you hire one to write or review the form
  • A notary's fee, which differs by location
  • Time and fees for records about the deceased person's business, investments, and net worth
  • Attorney costs, if someone challenges the affidavit and the case moves to full probate

You can download the form free from FormsPal, or use the small estate affidavit builder to create a personalized form step by step. Filing fees vary by state, so check with your probate court.

Are there any alternatives?

Yes. The right alternative depends on what the person left:

  • An affidavit of heirship may fit better when the person owned real estate that does not qualify for the small estate route.
  • Formal probate applies when neither affidavit fits. The court appoints a representative who pays the bills and debt claims before the property goes to the heirs under the state's inheritance rules.

The best way to avoid the problem is a last will and testament. A will names who receives each possession. Paired with a self-proving affidavit, it can often be accepted without witness testimony.

Mara Erlach
Mara Erlach
Writer & Attorney
Mara has been practicing estate planning and trust law in California since 2003, taking pride in helping clients of all backgrounds and asset profiles form a complete and customized estate plan. Her specialties are: estate planning, wills and trusts, trust and probate administration.

General information, not legal or tax advice.

Published: Aug 27, 2022