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This program will help you prepare your documents. It will ask you questions and you will enter your answers. At the end of the program, you will get a completed set of documents with instructions that you can save and print.
Form completion time: 20 minutes to 40 minutes
You will be able to save your work in the middle of the program.
The button below takes you to another website to complete the guided interview. Learn more about Easy Forms.
The interview and forms are in English.
To use this program, all of the following must be true:
- The total amount of personal property in the estate of the decedent (the person who died) is no more than $100,000,
- The decedent did not own any real estate, or they owned real estate that went to someone else when they died. Ownership could go to someone else through a Transfer on Death Instrument or if the real estate was owned in a joint tenancy with the right of survivorship,
- A probate court has not issued any "letters of office" for this estate giving the executor authority to distribute the estate. No application for letters of office is pending,
- If there is a will, it must be filed with the clerk of the probate court,
- If there is a will on file with the court, then to the best of your knowledge, it must be a valid will and the decedent's last will,
- You are not aware of any disputes or conflicts relating to the will or to the heirs of the decedent, and
- There are no outstanding unpaid claims or contested claims against the decedent (other than funeral expenses).
To complete this program, you will need:
- The decedent’s address immediately before death,
- Information about the decedent's surviving family members,
- Information about the decedent's assets such as bank accounts, stock, cash, and
- Information about the decedent's debts.
Small Estate Affidavit
Legal Comment
Legal Comment
Financial Assets
Submitted by JoniT on Wed, 08/16/2023 - 09:01
This is correct; accounts…
Submitted by Gwendelyn Daniels on Mon, 08/21/2023 - 12:55
This is correct; accounts with named beneficiary pay-on-death are not included in an estate.
Small affidavit transfer or new creation
Submitted by Joan Flex on Wed, 03/29/2023 - 12:06
RE: Small affidavit transfer or new creation
Submitted by Teri Ross on Mon, 04/17/2023 - 10:25
Joan, thank you for your question. If the small estate affidavit with your sister was never used, then tear it up and create a new one. If it was used, but you parents did not co-own property or the property went from your dad to your mom, then create one for your mom's estate. Best of luck to you -
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