Estate PlanningProbate

Small Estate Affidavit
Form

A document allowing a beneficiary to bypass probate and collect the estate of a decedent. Ideal for low-value estates and decedents who died without a will (intestate).

4.8 Stars | 1,778 Ratings 17,673 Downloads Updated October 06, 2025

What is your relationship to the person who died?

Select your relationship to personalize your affidavit workflow.

50-State Statutory Requirements

Search your state to see the maximum estate value, mandatory wait period, and signing requirements.

StateMax Estate
Alabama$25,000
Alaska$100,000
Arizona$75,000 personal / $100,000 real
Arkansas$100,000
California$184,500
Colorado$74,000
Connecticut$40,000
Delaware$30,000
District of Columbia$40,000
Florida$75,000
Georgia$10,000 (no administration needed)
Hawaii$100,000
Idaho$100,000
Illinois$100,000
Indiana$50,000
Iowa$50,000
Kansas$40,000
Kentucky$30,000 (dispensing with administration)
Louisiana$75,000
Maine$40,000
Maryland$50,000 ($100,000 if spouse sole heir)
Massachusetts$25,000
Michigan$25,000
Minnesota$75,000
Mississippi$50,000
Missouri$40,000
Montana$50,000
Nebraska$50,000
Nevada$25,000 (affidavit) / $100,000 (set aside)
New Hampshire$10,000 (voluntary admin for larger)
New Jersey$50,000
New Mexico$50,000
New York$30,000 (voluntary administration)
North Carolina$20,000 ($30,000 if spouse sole heir)
North Dakota$50,000
Ohio$35,000 (Release from Administration)
Oklahoma$50,000
Oregon$75,000 personal / $200,000 real
Pennsylvania$50,000
Rhode Island$15,000
South Carolina$25,000
South Dakota$50,000
Tennessee$50,000
Texas$75,000
Utah$100,000
Vermont$10,000
Virginia$50,000
Washington$100,000
West Virginia$50,000 (or $100,000 if surviving spouse)
Wisconsin$50,000
Wyoming$200,000

Statutory limits current as of Oct 2025. Consult local counsel for the latest thresholds.

6-Step Probate Bypass Guide

Follow this step-by-step workflow to collect estate assets without full probate proceedings.

Advanced Automation Tools

Estate Value Worksheet

Itemize assets and debts to calculate net estate value. Automatically compared against your state's threshold.

Assets (Gross Value)

$
$
$
$
$
$
$
Total Assets$0

Liabilities (Debts & Liens)

$
$
$
$
$
$
$
Total Debts$0

Net Estate Value

$0

Heir Notification Dashboard

Most states require notification of all known heirs. This tool generates notification letters and tracks proof of service.

  • Auto-generate notification letters for each heir
  • Track Certified Mail receipts (Return Receipt Requested)
  • Upload/scan green card receipts for proof of service
  • Dashboard tracks which heirs have been notified
Start Notification Workflow

Death Certificate Order

A certified copy of the death certificate is required in every state. Order from your state's Bureau of Vital Statistics.

Find Your State's Vital Records Office

Filing Compliance Checklist

Mandatory wait period has elapsed since date of death
Net estate value is within state’s statutory limit
Certified death certificate obtained (original or certified copy)
All known heirs notified via certified mail
Affidavit completed using state-compliant template
Affidavit signed before required authority (Notary / Clerk / Witnesses)
Copy retained for personal records
Filed with local probate court or county clerk

Small Estate Affidavit vs. Affidavit of Heirship

FeatureSmall Estate AffidavitAffidavit of Heirship
PurposeBypass probate to collect personal propertyEstablish inheritance rights (especially real property)
Estate Value LimitYes — varies by stateNo monetary limit
Wait PeriodYes — 10 to 60 daysNone required
Property TypeUsually personal property onlyReal and personal property
Court FilingUsually requiredNot always required (can be recorded with county)
WitnessesVaries (Notary, Clerk, or Witnesses)Typically requires 2 disinterested witnesses
Best ForLow-value estates, bank accounts, vehiclesReal estate transfers, land title issues

Document Preview

Small Estate Affidavit

State of _______________

1. Decedent Information

Full Legal Name of Decedent

Date of Death

Place of Death (City, County, State)

Last Known Address

Social Security Number (last 4)

Marital Status at Death

2. Affiant Information

Affiant Full Legal Name

Relationship to Decedent

Address

Phone Number

Email Address

Date of Birth

3. Itemized Assets

Asset DescriptionLocation / AccountEstimated Value
Total Gross Estate: $___________

4. Itemized Liabilities

Creditor / DescriptionAccount NumberAmount Owed
Total Debts: $___________Net Estate: $___________

5. List of Known Heirs

Heir #1 Name

Relationship

Address

Share / %

Heir #2 Name

Relationship

Address

Share / %

Heir #3 Name

Relationship

Address

Share / %

6. Execution & Notary Block

Declaration: I, the undersigned affiant, declare under penalty of perjury that the foregoing statements are true and correct to the best of my knowledge. I am entitled to receive the property of the decedent described herein, and the total value of the decedent's estate does not exceed the statutory limit for the state indicated above.

Affiant Signature

Date

Notary Acknowledgment

State of _____________    County of _____________

Subscribed and sworn to before me this _______ day of _____________, 20___.

Notary Public Signature

Commission Expires

[Notary Seal]

Video Guide

Small Estate Affidavit Explained

Learn when and how to use a Small Estate Affidavit to bypass probate

Create Your Small Estate Affidavit
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