Small estate affidavit for bank account 2026

1. Click ‘Get Form’ to open the small estate affidavit in the editor.
2. Begin by entering your name as the affiant in the designated field. Ensure that you provide both your post office and residence addresses accurately.
3. If you are an out-of-state resident, specify your agent for service of process in Illinois, including their name and address.
4. Fill in the decedent’s name and date of death. Attach a copy of the death certificate as required.
5. List the decedent’s place of residence before death and confirm that no letters of office are outstanding on their estate.
6. Detail the gross value of the decedent’s personal estate, ensuring it does not exceed $100,000. List each asset along with its fair market value.
7. Indicate whether all debts have been paid or list any unpaid debts along with creditor details. Strike through the option that does not apply.
8. Provide information about surviving family members, including names, relationships, and ages where applicable.
9. Complete sections regarding awards allowable to surviving spouses or children based on residency status.
10. Finalize by specifying how property should be distributed and sign under penalties of perjury before a notary public.

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