Small estate affidavit form 2026

1. Click ‘Get Form’ to open the small estate affidavit in the editor.
2. Begin by filling in the cause number and the name of the deceased at the top of the form. This identifies your case.
3. In section 2, provide the date of death and location where the decedent passed away. Ensure accuracy for legal purposes.
4. Complete section 3 by confirming that no petition for a personal representative is pending. This is crucial for processing your affidavit.
5. In section 5, state that the total value of the estate does not exceed $50,000, excluding homestead and exempt property.
6. List all assets in section 6, indicating whether they are community or separate property. Include details like bank accounts and vehicle information.
7. Document any liabilities in section 7 to provide a complete financial picture of the estate.
8. Fill out distributees' information in section 8, ensuring all names, addresses, and contact details are accurate for distribution purposes.
9. Finally, have all distributees sign before a notary public as indicated at the end of the form to validate your affidavit.

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