Small Estate Affidavit for Personal Property Estates Not More than $50,000 - Iowa 2026

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  1. Click ‘Get Form’ to open the Small Estate Affidavit in our editor.
  2. Begin by filling in your name and address in the first section. Ensure accuracy as this information identifies you as the affiant.
  3. In the second section, specify your relationship to the decedent and provide their details, including their name and date of death. Indicate whether they left a will or not.
  4. Next, confirm that the gross value of the decedent's personal property is $50,000 or less. This is crucial for qualifying under Iowa’s small estate provisions.
  5. Attach a certified copy of the death certificate as proof of death and ensure at least forty days have passed since their passing.
  6. List all successors to the estate, providing their names, social security numbers, relationships to the decedent, and any legal disabilities. Include descriptions of property to be transferred.
  7. Finally, affirm that no other individuals have rights to the property listed and request that it be transferred to each successor.

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Of course, you should always be prepared to consult your estate planning attorney if matters are complicated. Otherwise, most individuals can complete their small estate affidavit on their own.