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Small Estate Affidavit

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Sample Small Estate Affidavit Form Template
Small Estate Affidavit Basics

Settling an estate can be a lengthy process. A Small Estate Affidavit can help you speed up the process when the there's no Last Will and the estate is smaller than $150,000 in assets. Create a Small Estate Affidavit to quickly guide an estate settlement through probate court.

Use the Small Estate Affidavit document if:

  • Your spouse or close relative has died without a will and you would like to finalize his or her estate matters.
  • You were named the personal representative or executor of an estate that qualifies as a "small estate" under the law.

A Small Estate Affidavit is often used when a spouse or family member has passed. The Affidavit allows you to fast track the resolution of an estate through probate court. It's a good way to help you resolve final estate matters for a deceased person who died without a will and with a "small estate". The definition of "small estate" will vary from state to state. However, the general range is from $5,000 to $150,000. Be sure to verify your state's small estate guidelines before using this document.

**IMPORTANT: Residents of Georgia, Kentucky, and New Hampshire should not use this form.

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