Small Estate Affidavit Forms from CocoSign

Here are 10+ free downloadable small estate affidavit forms. CocoSign offers helpful resources, templates, and document signing tools for individual and business use.

  • Arizona Small Estate Affidavit

    Arizona Small Estate Affidavit
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    Do you wish to transfer small estate assets like personal property and real estate in the state of Arizona? You could do so without the usual court probate procedure using the Arizona small estate affidavit form. Fill it out on CocoSign and learn more about the whole process.

  • California Small Estate Affidavit

    California Small Estate Affidavit
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    Learn all about composing a small estate affidavit for the state of California in our guide. We explain California small estate affidavits or “Affidavit for Collection of Personal Property” in detail and offer a free template to help you acceptably compose your affidavit.

  • Florida Small Estate Affidavit

    Florida Small Estate Affidavit
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    How does the small estate affidavit work in Florida? Learn more about the two types of small estate affidavits used in this state. CocoSign also offers a free small estate Florida template to allow you to create an appropriate document in minutes.

  • Georgia Small Estate Affidavit

    Georgia Small Estate Affidavit
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    You can avoid full-court administration of a small estate – or even a large estate – with the help of a small estate affidavit in Georgia. Learn how to create this document and everything that goes into it on this page. Download CocoSign’s free small estate affidavit Georgia form to come up with your document in minutes.

  • Illinois Small Estate Affidavit

    Illinois Small Estate Affidavit
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    In the state of Illinois, if you want a quick settlement of a small estate, you can compose a small estate affidavit and skip the usual length probate process. Use CocoSign’s free Illinois small estate form template to get started with your affidavit, and learn more about the whole process.

  • Louisiana Small Estate Affidavit

    Louisiana Small Estate Affidavit
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    In the state of Louisiana, the probate process is referred to as succession. The Louisiana small estate affidavit or the small succession affidavit allows you to avoid costly court successions and distribute a deceased’s property with minimum hassle. Use CocoSign’s free template to compose one.

  • Missouri Small Estate Affidavit

    Missouri Small Estate Affidavit
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    When you want to distribute a decedent’s small estate in Missouri without lengthy probate, you use a small estate affidavit. Learn all about how small estate affidavits work in the state of Missouri and use CocoSign’s free template to start composing one in minutes.

  • Oklahoma Small Estate Affidavit

    Oklahoma Small Estate Affidavit
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    Do you wish to distribute your recently departed loved one’s property without lengthy court proceedings in Oklahoma? You can use the Oklahoma small estate affidavit to speed up the process. Learn about it here and use the form at CocoSign

  • Oregon Small Estate Affidavit

    Oregon Small Estate Affidavit
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    The small estate affidavit in Oregon is termed the “Affidavit of Claiming Succession”. It allows you to distribute a loved one’s small estate after their passing without an expensive, delayed court administration. Learn more here and use CocoSign’s free small estate affidavit form.

  • Texas Small Estate Affidavit

    Texas Small Estate Affidavit
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    Small estate affidavits in Texas work differently than in other states. Learn all about Texas’ small estate affidavit requirements in our mini-guide, and use CocoSign’s free template to compose an appropriate small estate affidavit in a quick time.

  • Virginia Small Estate Affidavit

    Virginia Small Estate Affidavit
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    You can avoid probate proceedings for small estates in Virginia by using the small estate affidavit. Learn more about small estate affidavits in Virginia and use the free provided template on CocoSign to compose one in minutes.

  • Washington Small Estate Affidavit

    Washington Small Estate Affidavit
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    How do you compose a small estate affidavit in Washington? Use the CocoSign free Washington small estate affidavit template to do so in minutes. We also explain the affidavit and related laws and guidelines in detail on our page.

View More Templates

A small estate affidavit – also called the “Affidavit for Collection of Personal Property” – is used to speed up the settlement of a small estate upon someone’s passing. We cover the ins and outs of this affidavit below. If you wish to immediately start drafting the affidavit, you can use the free template above the page.

What Is a Small Estate Affidavit?

A small estate affidavit is a legal document or form you can use to transfer property from a deceased person without the need for lengthy probate. This affidavit form applies only if the deceased’s property is below a state-specified threshold – For example, $150,000.

The small estate form will note the parties involved, cover relevant information related to the deceased, and list the property to be transferred.

The affidavit is later sent to parties holding any property on behalf of the deceased that may now belong to the beneficiary. It acts as an order requiring them to relinquish the property. In a handful of states, the small estate form is also sent to taxing agencies.

Sometimes the small affidavit form is used even when there is a last will. This is only possible if certain legal requirements are met. Consult with a local attorney for more details.

How Does a Small Estate Affidavit Work?

The small estate affidavit works differently from state to state. You must look up local state laws before you pen the affidavit. There are also several other requirements to keep in mind, which we list later.

You must get the affidavit signed off by a clerk at the probate office. Here is how the whole affidavit creation and acquisition process works:

1. Wait a Specified Number of Days

You can file for the small estate only after a specified number of days have passed after the deceased’s passing. The period varies from state to state. Usually, it ranges from 15 to 60 days. In the meantime, you can complete points 2 through 5.

2. Calculate the Net Worth of the Small Estate

Check your respective state laws and make sure the small estate is, indeed, considered as small. Then calculate the exact net worth of the small estate. Note that in some cases, some property is not considered small estate even if it doesn’t have high value, such as vehicles.

3. Acquire Legal Documents

You will need the death certificate for the deceased from the Bureau of Vital Statistics or another similar office. You will also need the titles, when applicable, to all the small property the deceased owned. Vehicles, for example, require a Certificate of Title.

4. Write the Affidavit

The small estate affidavit format and contents will differ from state to state. Check the local requirements before you begin drafting the affidavit. If necessary, you can consult with an attorney. You will need to sign the affidavit in front of a notary and, sometimes, witnesses.

5. Inform Other Beneficiaries

Anyone who may be entitled to the property will need to be notified of the affidavit filing. You must contact them by certified mail with a return receipt. The receipts are proof that the recipient was, indeed, notified by you.

6. File the Affidavit

Attach all your collected documents to the affidavit and submit it to the court clerk, at the probate office, for processing. You will need to pay a filing fee. If everything is as should be, the clerk will begin processing the affidavit. It takes 5 to 15 days on average.

The clerk may accept or reject your filing. If they accept it, the assets will be transferred.

When Can You File a Small Estate Affidavit?

When people don’t leave a will, the property is administered via a legal process. This process is called probate. It’s lengthy, time-consuming, and sometimes expensive, making it undesirable. You can file an affidavit in this case.

Even if the deceased does leave a will, the probate may not be desirable. In this case, assuming local laws agree, you can use a small estate affidavit.

In all cases, the small estate must be under the state-specified threshold. Usually, this is $50,000 to $150,000. If the items are of higher value, they will undergo probate.

These following two conditions must also be met:

  • The person composing the affidavit must be the executor of the estate.
  • The person composing the affidavit must be a close family member of the deceased. For example, a spouse, domestic partner, children, or a parent.

When Can You NOT Apply For a Small Estate Affidavit?

There are some cases where you CANNOT apply for a small estate affidavit:

  • If regular probate proceedings are ongoing, then the small estate is not valid.
  • The value of the small estate is over the local threshold.
  • The small estate isn’t considered to be a small estate.
  • Real estate is involved (depends on the state).

Evaluating the net worth of a small estate is sometimes difficult, which may cause problems with the estate filing.

What Is Included in a Small Estate Affidavit?

The following information is essential:

  • Your name, if you’re the filer.
  • Your address and mailing address.
  • The deceased aka decedent’s name.
  • The deceased’s date of passing and address.
  • Receipts for funeral and other related expenses.
  • The list of small estate assets, with descriptions and value.
  • Details of unpaid debts and claims against the decedent.
  • Details of spouses and children.
  • Other information specified by the state.


In all cases, the small affidavit must be drafted precisely, in line with local laws and requirements. It’s alright to file an affidavit yourself if you want to avoid attorney fees. You can use our free small estate form template to compose an effective affidavit.

CocoSign provides free professional templates, forms, and other legal documents for individual and business needs.

Small Estate Affidavit Forms FAQ

What’s considered a small estate?

A small estate is material goods and possessions belonging to the deceased that are valued under a certain state-specified threshold. The small estate does not include real estate, usually. Real estate will have to undergo the usual probate process.

What is the difference between probate and small estate?

Probate is similar to small estate administration, except it is more time-consuming and expensive, as it involves proceedings in the local court. People often end up paying 7% of the total estate value on court fees and various other associated expenses. In comparison, small estate administering is far cheaper and faster, as the court isn’t involved directly.

What does a small estate affidavit do?

The small estate affidavit allows you to skip usual probate proceedings, when applicable, and have property belonging to the deceased quickly transferred over. In some cases, it acts as a notice to parties holding property that needs to be transferred to a beneficiary.

How much does it cost to file a small estate affidavit?

The costs will vary from state to state. If you employ an attorney to file a small affidavit, they will typically charge anywhere from $200 to $500 to compose the affidavit. The probate office requires anywhere from $200 to $500 as filing fees.

Do I have to go to court after filing my small estate affidavit?

You may or may not have to go to court after filing your small estate affidavit. Sometimes there are local hearings to get affidavits approved. If someone refuses to relinquish some property, you may need the court to intercede on your behalf.

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