Summary Administration for Estates Not More Than $25,000.00- Small Estates - Alabama 2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering the decedent's name and details in the designated fields, including their date of death and last known address.
  3. Fill in your information as the petitioner, ensuring you include your relationship to the decedent and your current address.
  4. Indicate whether the decedent died testate or intestate, and provide any necessary documentation if applicable.
  5. Confirm that all funeral expenses have been settled or arrangements made, and document this in the appropriate section.
  6. Review all entries for accuracy before submitting. Utilize our platform’s features to save your progress or make edits as needed.

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What is the Inheritance Tax in Alabama? Since Alabama is not a state that imposes an inheritance tax, the inheritance tax in 2025 is 0% (zero). As a result, you wont owe Alabama inheritance taxes.
A small estate is an estate where the total value of the deceaseds money and property is 36000 or less.
A small estate proceeding cannot be utilized if the decedent died owning any interest in real property (e.g., home or vacant land) or if the total value of the decedents personal property is worth $50,000.00 or more; in those circumstances, a probate proceeding or an administration proceeding is necessary.
A Small Estate Affidavit is a legal form used to manage and distribute a deceased persons estate without going through long court processes. It works best when the total value of the estate falls below a certain limit set by state law.
The estates total value, excluding real property, are required to be under a certain amount. This figure was originally $25,000 but is adjusted annually based on the consumer price index. For 2024, the maximum allowable amount to qualify for a small estate is $36,030. There are other requirements, as well.

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