Free Small Estate Affidavit Form

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A small estate affidavit is a sworn form that replaces full probate. Heirs hand it to the bank or other holder of the property, or file it in court. This page compares each state's dollar limit and waiting period and explains every step.

Key facts

  • Transfers property without probate: the holder of an account or item pays the successor who presents the sworn affidavit.
  • Signed under oath by the successor: in Texas, two disinterested witnesses and each distributee with legal capacity swear to it, plus, if warranted, the guardian of a minor distributee (Tex. Est. Code § 205.002).
  • $15,000 to $400,000: the lowest limit in the table below is Rhode Island's (R.I. Gen. Laws § 33-24-1) and the highest is Wyoming's (Wyo. Stat. Ann. § 2-1-201).
  • 10 to 60 days after the death: most waiting periods in the table fall in this range, from Oklahoma (Okla. Stat. tit. 58, § 393) to Virginia (Va. Code Ann. § 64.2-601).
  • No open probate case: the affidavit is unavailable when a petition to appoint a personal representative is pending or granted, as Utah Code § 75-3-1201 states.
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When Can You Use a Small Estate Affidavit?

A small estate affidavit works only when the estate is under the state's limit and no probate case is open, and each state adds its own conditions. The decedent (the person who died) must have left little enough property, and enough time must have passed. The conditions below appear in most state statutes, shown with one state's wording each.

  • The estate is under the dollar limit. Iowa allows the affidavit when the estate is fifty thousand dollars or less (Iowa Code § 633.356).
  • The waiting period has passed. Michigan allows it 28 days after a decedent's death, when the estate includes no real property (Mich. Comp. Laws § 700.3983).
  • No personal representative is pending or appointed. A personal representative is the executor or administrator a court appoints; Alaska allows the affidavit only if no petition for one is pending or granted (Alaska Stat. § 13.16.680).
  • Funeral expenses are paid. The District of Columbia affidavit states that the funeral expenses of the decedent have been paid (D.C. Code § 20-361).
  • The will question is settled. Texas limits its affidavit to a decedent who died intestate, meaning without a will (Tex. Est. Code § 205.001). Virginia asks that the decedent's will, if any, was duly probated (Va. Code Ann. § 64.2-601).
  • The decedent lived in the state. Washington requires that the decedent was a resident of Washington on the date of death (Wash. Rev. Code § 11.62.010).

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.

Small Estate Affidavit Limits and Waiting Periods by State

A small estate affidavit's dollar limit and waiting period come from each state's statute or court rule, and the table lists them with the section that sets each one. "Not listed" means the table cites no rule for that column, not that the state has none, so check the statute or the probate court.

State Dollar limit Waiting period after death Real estate Law
Alabama
Court route, not an affidavit
The small estate amount: the homestead allowance, exempt property and family allowance, adjusted by the Consumer Price Index formula in Section 43-8-116 30 days after notice of the petition is published Not listed Ala. Code 43-2-691(7); Ala. Code § 43-2-692
Alaska $50,000 of personal property, plus registered vehicles up to $100,000 30 days Personal property only Alaska Stat. § 13.16.680
Arizona $200,000 of personal property; $300,000 of real property in Arizona, less liens 30 days; six months for real property Allowed only within the real property limit Ariz. Rev. Stat. § 14-3971
Arkansas $100,000, excluding the homestead and statutory allowances for the surviving spouse 45 days Not listed Arkansas Judiciary, Form 23 (Affidavit for Collection of Small Estate by Distributee)
California $166,250 as the section is written; Section 890 adjusts the figure periodically, and the adjusted amount in force on the date of death applies, so check the current figure with the probate court 40 days Real and personal property in California both count toward the limit Cal. Prob. Code § 13100
Colorado Twice the amount in Section 15-11-403, as adjusted by Section 15-10-112, less liens 10 days Not listed C.R.S. § 15-12-1201(1)(a); C.R.S. § 15-12-1201(1)(b)
Connecticut $40,000 of solely owned personal property, if the decedent owned no real property alone in Connecticut Not listed Only if the decedent had no solely owned real property in the state Conn. Gen. Stat. § 45a-273(a)
Delaware $50,000 30 days Only if the decedent owned no real estate in Delaware 12 Del. C. § 2306
District of Columbia $40,000 60 days Not included: the property does not include an interest in real property D.C. Code § 20-361
Florida
Court route, not an affidavit
Personal property up to preferred funeral expenses and the medical and hospital expenses of the last 60 days of the last illness; on the intestate route, $20,000 plus those expenses None stated in Section 735.301; more than 1 year on the intestate route, if no administration is pending Personal property only Fla. Stat. § 735.301; Fla. Stat. 735.304(1)
Georgia
Court route, not an affidavit
No dollar limit: when a person died intestate and no personal representative was appointed, an heir may petition for an order that no administration is necessary Not listed Not listed O.C.G.A. § 53-2-40
Hawaii $100,000, except motor vehicles registered in the decedent's name, which transfer regardless of value Not listed Not listed Haw. Rev. Stat. § 560:3-1201
Idaho $100,000 30 days Not listed Idaho Code § 15-3-1201
Illinois $150,000 of personal estate, excluding motor vehicles registered with the Secretary of State Not listed Personal property only 755 ILCS 5/25-1
Indiana $100,000 for a death after June 30, 2022, less liens, encumbrances and reasonable funeral expenses 45 days Not listed Ind. Code § 29-1-8-1(b)(1)(C); Ind. Code § 29-1-8-1(b)(2)
Iowa $50,000 or less 40 days Only if there is no real property Iowa Code § 633.356
Kansas $75,000 of total assets subject to probate Not listed Personal property only Kan. Stat. Ann. § 59-1507b
Kentucky
Court route, not an affidavit
$30,000 exemption for the surviving spouse or, if there is none, the surviving children; administration is dispensed with when the exemption, alone or with preferred claims, equals or exceeds the distributable assets Not listed Not listed Ky. Rev. Stat. 391.030(1)(c); Ky. Rev. Stat. § 395.455
Louisiana $200,000 gross value, for a person who died domiciled in Louisiana (a small succession) Not listed Not listed La. Code Civ. Proc. art. 3421(1)
Maine $40,000, with the inflation-adjusted value published yearly on each county probate court's website 30 days Personal property only Me. Rev. Stat. tit. 18-C, § 3-1201
Maryland
Court route, not an affidavit
$50,000 or less; $100,000 or less if the surviving spouse is the sole legatee or heir Not listed Not listed Md. Code, Est. & Trusts § 5-601
Massachusetts $25,000 30 days Only if the estate consists entirely of personal property Mass. Gen. Laws ch. 190B, § 3-1201
Michigan $50,000, net of liens, adjusted as provided in section 1210 28 days Only if the estate includes no real property Mich. Comp. Laws § 700.3983
Minnesota $75,000 30 days Personal property only Minn. Stat. § 524.3-1201(a)(2)
Mississippi $75,000 30 days Personal property only (tangible property, debts owed to the decedent, and instruments for debts, stock or other claims) Miss. Code Ann. § 91-7-322
Missouri $40,000 30 days Not listed Mo. Rev. Stat. § 473.097
Montana $100,000 30 days Personal property only Mont. Code Ann. § 72-3-1101
Nebraska $100,000 30 days Personal property only Neb. Rev. Stat. § 30-24,125
Nevada $150,000 if the claimant is the surviving spouse; $25,000 for any other claimant 40 days Only if the property includes no real property or interest in it Nev. Rev. Stat. § 146.080
New Jersey For a person who died intestate: $50,000 when the surviving spouse or partner takes the estate by affidavit; $20,000 when there is no surviving spouse or partner and the other heirs consent in writing Not listed Not listed N.J.S.A. 3B:10-3; N.J.S.A. 3B:10-4
New Mexico $50,000 30 days Not allowed: the affidavit may not be used to perfect title to real estate N.M. Stat. Ann. § 45-3-1201
New York $50,000 or less of personal property (gross value) Not listed Personal property only N.Y. Surr. Ct. Proc. Act § 1301
North Dakota $100,000 30 days Not listed N.D.C.C. § 30.1-23-01
Ohio
Court route, not an affidavit
$35,000; $100,000 when the surviving spouse takes the whole estate, as when a valid will leaves all assets to the spouse Not listed Not listed Ohio Rev. Code Ann. § 2113.03
Oklahoma $50,000 10 days Not listed Okla. Stat. tit. 58, § 393
Oregon $75,000 of personal property and $200,000 of real property and manufactured homes 30 days Allowed only within the $200,000 real property limit Or. Rev. Stat. § 114.510; Or. Rev. Stat. § 114.515
Pennsylvania
Court route, not an affidavit
$50,000 gross value of personal property, not counting property payable under 20 Pa.C.S. § 3101 Not listed Not included: real estate is excluded Pa. O.C. Rule 5.50
Rhode Island $15,000 30 days Only if the estate consists entirely of personal property R.I. Gen. Laws § 33-24-1
South Carolina $45,000 for the entire probate estate, wherever located, less liens and encumbrances; the probate judge approves and countersigns the affidavit 30 days Personal property only, including debts owed to the decedent and instruments for debts, stock or other claims S.C. Code Ann. § 62-3-1201
South Dakota $100,000 30 days Not listed S.D. Codified Laws § 29A-3-1201
Tennessee $50,000 of personal property 45 days, provided no petition to appoint a personal representative was filed in that time Personal property only Tenn. Code Ann. § 30-4-102; Tenn. Code Ann. 30-4-103(1)
Texas $75,000, only for a decedent who died intestate 30 days Does not transfer title to real property, except as Section 205.006 provides Tex. Est. Code § 205.001; Tex. Est. Code § 205.008
Utah $100,000 30 days Personal property only, including debts owed to the decedent and instruments for debts, stock or other claims Utah Code § 75-3-1201
Vermont
Court route, not an affidavit
$45,000 fair market value Not listed Only if the estate consists entirely of personal property 14 V.S.A. § 1901
Virginia $75,000 personal probate estate 60 days Personal probate estate only Va. Code Ann. § 64.2-601
Washington $100,000 40 days, plus at least ten days after notice to the other successors Personal property only Wash. Rev. Code § 11.62.010
West Virginia $50,000 of personal property; real estate in the state up to $100,000 30 days if the successor is nominated as executor in the will; 60 days otherwise Allowed only within the $100,000 real estate limit W. Va. Code § 44-1A-1; W. Va. Code § 44-1A-2
Wisconsin $50,000 gross value None after death; when the affiant is the person named in the will as personal representative, the holder may not transfer until 30 days after it receives the affidavit Only after notice by certified mail or personal service at least 30 days before the affidavit goes to the register of deeds Wis. Stat. § 867.03
Wyoming $400,000, less liens and encumbrances 30 days Allowed by an application for a decree of summary distribution, filed not earlier than 30 days after the death Wyo. Stat. Ann. § 2-1-201; Wyo. Stat. Ann. § 2-1-205

Rows marked "Court route" are not an affidavit handed to the holder: the heir petitions or applies to the probate court and the court issues an order. That is so in Alabama (Ala. Code § 43-2-692), Florida (Fla. Stat. § 735.301), Georgia (O.C.G.A. § 53-2-40), Kentucky (Ky. Rev. Stat. § 395.455), Pennsylvania (Pa. O.C. Rule 5.50) and Vermont (14 V.S.A. § 1901). Ohio's court may release an estate from administration only if the assets are worth $35,000 or less, or $100,000 or less when the surviving spouse takes all of the estate (Ohio Rev. Code Ann. § 2113.03).

New Hampshire has no row: the sources behind this table hold no small estate limit for it. Check with the New Hampshire probate court before you rely on any route there.

Does a Small Estate Affidavit Cover Real Estate?

A small estate affidavit usually transfers personal property only, such as bank accounts, vehicles and household goods. In the table above, most states with a real estate rule leave real property out, and a few add their own route for it.

  • Arizona: a separate affidavit covers real property worth up to $300,000, not sooner than six months after the death, once funeral expenses, last illness expenses and all unsecured debts are paid (Ariz. Rev. Stat. § 14-3971).
  • Oregon: the simple estate affidavit counts up to $200,000 of real property and manufactured homes (Or. Rev. Stat. § 114.510).
  • West Virginia: real estate in the state counts only if its total fair market value does not exceed $100,000, excluding real estate held in a nonprobate form (W. Va. Code § 44-1A-1).
  • Wyoming: distributees of an estate of $400,000 or less, including real property and mineral interests, may apply for a decree of summary distribution (Wyo. Stat. Ann. § 2-1-205).
  • Texas: the affidavit does not transfer title to real property, except as Section 205.006 provides (Tex. Est. Code § 205.008).

What property does not count toward the limit?

The limit counts only probate property, so some assets stay outside it. Missouri leaves out property held as tenants by the entirety or in joint tenancy (Mo. Rev. Stat. § 473.097). Tennessee leaves out personal property payable to a beneficiary other than the estate (Tenn. Code Ann. § 30-4-102). Illinois counts the personal estate excluding motor vehicles registered with the Secretary of State (755 ILCS 5/25-1).

Small Estate Affidavit vs Affidavit of Heirship

A small estate affidavit collects property from whoever holds it, while an affidavit of heirship states who the heirs are. Both documents can shorten the probate process, but they serve different property types.

  • 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. A last will and testament names who receives each item, but in Texas and Georgia the small estate routes above are only for a person who died intestate (Tex. Est. Code § 205.001; O.C.G.A. § 53-2-40). A self-proving affidavit attached to the will makes its probate simpler.

Who Signs a Small Estate Affidavit, and Does It Need a Notary?

A small estate affidavit is a sworn statement by the successor, the person entitled to the property, and each state sets how the oath is taken and who else signs. The examples below show the range.

  • Oath or affirmation: Massachusetts and Rhode Island have the statement verified by oath or affirmation (Mass. Gen. Laws ch. 190B, § 3-1201; R.I. Gen. Laws § 33-24-1).
  • An officer who administers oaths: Louisiana has the affidavit sworn before any officer or person authorized to administer oaths where it is signed (La. Code Civ. Proc. art. 3432.1).
  • Penalty of perjury: the Illinois statement is made under the penalties of perjury (755 ILCS 5/25-1), and Iowa uses an affidavit under penalty of perjury (Iowa Code § 633.356).
  • All known successors: Virginia and the District of Columbia have the affidavit made by all of the known successors (Va. Code Ann. § 64.2-601; D.C. Code § 20-361).
  • Before the Surrogate: in New Jersey, when the surviving spouse or partner takes the estate by affidavit, the affidavit is executed before the Surrogate of the county where the intestate lived (N.J.S.A. 3B:10-3).

Not every state requires notarization, but most statutory forms include a notary section, so notarizing is the safer choice. Sign in front of the notary, not before.

How to Get a Small Estate Affidavit

A small estate affidavit comes together in a fixed order: wait out the period, gather facts on the property and heirs, fill out the form, swear to it, then deliver or file it. Keep copies of everything you collect.

  1. Wait for the waiting period. Check your state's row in the table above and use the time to prepare.
    step 1 wait for the minimum period of time how to get a small estate affidavit
  2. List the decedent's property. Give a value for each item: bank statements show account balances, while vehicles and furniture need a market value.
    step 2 gather information on the decedent’s property how to get a small estate affidavit
  3. Identify every heir. Your state's inheritance rules decide who counts, usually the spouse or domestic partner, children, parents, and brothers and sisters and their descendants. In Washington, give written notice to all other successors and wait at least ten days after it is served or mailed (Wash. Rev. Code § 11.62.010).
    step 3 gather information on the deceased’s heirs how to get a small estate affidavit
  4. Order a certified death certificate. California has a certified copy of the death certificate attached to the affidavit (Cal. Prob. Code § 13101(d)). Order it from the vital records office of the state where the death occurred.
    step 4 gather legal documents how to get a small estate affidavit
  5. Fill out the form. Work through each part as the next section shows.
    step 5 download a small estate affidavit form and fill it out how to get a small estate affidavit
  6. Swear to the affidavit. Sign it before a notary public or other officer, as the section on signing explains.
    step 6 notarize the form how to get a small estate affidavit
  7. Deliver or file it. Give the signed affidavit to the bank, employer or other holder of the property, or file it where your state's statute sends it. Missouri files a copy of the affidavit with the clerk of the probate division (Mo. Rev. Stat. § 473.097.3). Texas files it with the clerk of the court with jurisdiction, and the judge approves it (Tex. Est. Code § 205.001).
    step 7 file the document how to get a small estate affidavit

How to Fill Out a Small Estate Affidavit Form

A small estate affidavit form asks for facts about you, the decedent, the property, the debts and the heirs, then a sworn statement. Fill in the parts below in order.

  1. Enter your name and mailing address. Give your place of residence, and add a mailing address if it differs.
    Step 1 to filling out a small estate affidavit name and mail
  2. Enter the decedent's details. Give 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 the property with values. Cover bank accounts, vehicles, jewelry, shares in property held with a spouse or domestic partner, business interests, and intellectual property such as copyrights. Maryland values property as of the date of death, less debts of record secured by it (Md. Code, Est. & Trusts § 5-601).
    Step 3 to filling out a small estate affidavit template possessions
  4. List the debts. Debts and funeral expenses are generally paid from the estate before the heirs receive their shares. The Illinois affidavit states that all valid claims against the estate must be paid by the affiant before distribution (755 ILCS 5/25-1).
    Step 4 to filling out a small estate affidavit sample debts and liabilities
  5. Name the surviving heirs. Give each heir's address and share, which state law sets, because a wrong entry can lead to rejection.
    Step 5 to filling out a blank small estate affidavit surviving descendants
  6. Sign the sworn statement. The Arizona affidavit acknowledges that any false statement in it may subject the signers to penalties (Ariz. Rev. Stat. § 14-3971).

Where a state publishes its own statutory form, use that version. Kansas, for example, asks for an affidavit in substantial compliance with the form set forth by the judicial council (Kan. Stat. Ann. § 59-1507b).

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Frequently Asked Questions

Do I need a lawyer to file a small estate affidavit?

A small estate affidavit is a form the successor signs, and many people complete it without a lawyer. A lawyer helps when an heir disputes the shares, the estate includes real estate, or the value is close to the limit.

Do I need probate if the estate is small?

A small estate often skips full probate, because the affidavit replaces it when the estate qualifies. In Georgia, when a person died intestate and the heirs have agreed on a division, an heir may petition the probate court of the county of the decedent's domicile for an order that no administration is necessary (O.C.G.A. § 53-2-40).

How much does a small estate affidavit cost?

A small estate affidavit costs what the filing fee, the notary and the certified death certificate add up to. Rhode Island charges a filing fee of thirty dollars ($30.00) and a certification fee of five dollars ($5.00) (R.I. Gen. Laws § 33-24-1). Oregon's probate clerk charges the fee established under ORS 21.145 for filing a simple estate affidavit, except that no fee may be charged for filing an amended affidavit (Or. Rev. Stat. § 114.515). Where no filing is needed, the cost is the notary's fee and the certificate.

Where do I file a small estate affidavit?

A small estate affidavit usually goes to the holder of the property, and some states also send it to court. Connecticut has the affidavit filed in the Probate Court in the district where the decedent resided, when the estate qualifies under its limit (Conn. Gen. Stat. § 45a-273(a)). South Carolina has it filed in the probate court for the county of the decedent's domicile when the decedent was domiciled in the state (S.C. Code Ann. § 62-3-1201).

Does Washington state have a small estate affidavit?

Washington has a small estate affidavit for estates of one hundred thousand dollars or less, usable forty days after the death (Wash. Rev. Code § 11.62.010). All debts, including funeral and burial expenses, must be paid or provided for, and a copy of the affidavit goes by mail to the state's social and health services department (Wash. Rev. Code § 11.62.010).

What is a small succession affidavit?

A small succession affidavit is Louisiana's form of the small estate affidavit, for a person who died domiciled in Louisiana leaving property with a gross value of two hundred thousand dollars or less (La. Code Civ. Proc. art. 3421(1)). The affiants swear under penalty of perjury that its contents are true (La. Code Civ. Proc. art. 3432.1).

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.

A last will and testament does not avoid probate by itself: Virginia's affidavit, for one, requires that the decedent's will, if any, was duly probated (Va. Code Ann. § 64.2-601). 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.