Louisiana Small Estate Affidavit Form

A Louisiana small estate affidavit is a sworn written statement that the heirs and legatees of a person who died in Louisiana sign to describe a small succession. Under Louisiana's Code of Civil Procedure, a small succession is one with a gross value of $200,000 or less at the date of death.[1] FormsPal's online builder below creates the document from your answers.

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 If you notice an error or outdated information, please contact us.

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Louisiana Laws and Requirements

Louisiana's Code of Civil Procedure calls this procedure a small succession. Under La. Code Civ. Proc. art. 3421(1), a small succession is the succession of a person who died domiciled in Louisiana. The person must have left property with a gross value of $200,000 or less, valued as of the date of death.[1]

If the deceased left a will, all of the heirs and legatees, including the surviving spouse if there is one, may sign the affidavit.[2] If the deceased left no will, at least two persons may sign it, including the surviving spouse, if any, and one or more heirs.[3] It must be duly sworn before any officer or person authorized to administer oaths in the place where it is signed.[2]

Under La. Code Civ. Proc. art. 3432.1, the affidavit must set forth several things, including the following:[2]

  • A description of the movable property left by the deceased, including whether each item is community or separate property
  • An affirmation that the deceased died owning no immovable property in Louisiana (real estate such as land and buildings)
  • If the deceased left a will, the fact that the deceased died testate, with a copy of the testament attached
  • An affirmation that the people signing swear under penalty of perjury that the information is true, correct and complete

An affirmation that, by signing the affidavit, the affiants swear under penalty of perjury that the information contained in the affidavit is true, correct, and complete to the best of their knowledge, information, and belief.

La. Code Civ. Proc. art. 3432.1

In plain terms, everyone who signs is vouching for the accuracy of every statement in the affidavit.

Louisiana law calls the procedure a small succession, so you will also see this document called an affidavit of small succession. Looking for another state? FormsPal has a general small estate affidavit form page.

Under La. Code Civ. Proc. art. 3421(2), a different limit applies when the person died domiciled outside Louisiana: the property in Louisiana must have a gross value of $125,000 or less, valued as of the date of death.[1]

Under La. Code Civ. Proc. art. 3432, the affidavit is used when art. 3431 makes it unnecessary to open the small succession in court.[3]

Louisiana Small Estate Affidavit Laws Details

Max. Estate $200,000 gross value at the date of death[1]
Min. Time to Wait After Death Louisiana has no statute that sets a waiting period after death
State Laws La. Code Civ. Proc. art. 3421(1)[1] and art. 3432.1[2]
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Filling Out the Louisiana Small Estate Affidavit Form

The FormsPal template fits on one form page and has four parts. Work through them in order, from the details of the person who died to the notary block at the end. The online builder asks for the same details in the same order, so you can fill out the form on screen and then download the PDF.

Have these details ready before you start:

  • The full name, address, date of death and Social Security number of the person who died
  • The name, address and Social Security number of each heir
  • The name, address and telephone number of the surviving spouse, if there is one
  • A descriptive list of the property the person owned at the date of death
  • A copy of the testament, if the person left a will

The screenshots under each step show the FormsPal Louisiana small estate affidavit template filled with sample entries in blue, so you can see where each answer goes. The names, addresses, dates and amounts are examples only.

  1. Decedent information. Enter the name after "Estate of", tick Married, Single or Widowed, then add the address, the date of death, the Social Security number and the designated parish.
    Louisiana small estate affidavit: P. O. Box 201, filled with sample entries
    Step 1: sample entries, not a real document.
  2. Declaration and heirs. Read the declaration at the top of the form and confirm that each statement fits the estate. For each heir, up to four on the page, enter the name, address, city, state and ZIP, relation and Social Security number, and have that heir sign in the same block. The form asks for a supplementary list when there are more than four heirs.
    Louisiana small estate affidavit: Name, A and more, filled with sample entries
    Step 2: sample entries, not a real document.
  3. Surviving spouse and preparer. Enter the name, address, city, state and ZIP and telephone number in the surviving spouse block and in the preparer block, and have each person sign. The notes below ask for a descriptive list of the property owned at the date of death to accompany the affidavit.
    Louisiana small estate affidavit: Name, A and more, filled with sample entries
    Step 3: sample entries, not a real document.
  4. Notary block. Sign before the notary, who completes the "Sworn to and subscribed before me" lines. Leave the "For office use only" block empty.
    Louisiana small estate affidavit: Day, Month and more, filled with sample entries
    Step 4: sample entries, not a real document.
The declaration printed on the template lists its own conditions. Compare them with the Louisiana requirements above before anyone signs.

When you describe the property, be specific. List each item, say whether it is community or separate, and note any account or vehicle details that identify it.[2] If a statement on the declaration does not fit the estate, ask a Louisiana attorney before signing.

Review each entry once more before anyone signs. A name that differs between the form, the death certificate and the testament is easy to miss, and a second reader often catches it. After the notary completes the form, keep a copy of the signed affidavit with the other succession documents.

Frequently Asked Questions

The answers below come from article 3432.1 of the Louisiana Code of Civil Procedure. They cover two requirements that affect how you fill out the form: which property the affidavit describes, and what is attached when the person who died left a will.[2]

What property must a small succession affidavit describe?

The affidavit must include a description of the movable property left by the deceased, including whether the property is community or separate. It must also include an affirmation that the deceased died owning no immovable property in Louisiana.[2]

Does a Louisiana small succession affidavit need a copy of the will?

When the procedure is used for a person who died leaving a will, the affidavit must state that the deceased died testate, which means with a will. It must also include an attachment consisting of a copy of the testament.[2]

General information, not legal or tax advice.

Sources

  1. La. Code Civ. Proc. art. 3421(1).
  2. La. Code Civ. Proc. art. 3432.1.
  3. La. Code Civ. Proc. art. 3432.
Published: Jun 19, 2022
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.