Small estate form 13100 california 2026

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  1. Click ‘Get Form’ to open the small estate form 13100 in the editor.
  2. Begin by filling in your name and the name of the bank or property holder you are addressing. This is crucial for initiating the transfer process.
  3. Provide details about the decedent, including their date of death, city, and county of residence. Ensure this information is accurate as it establishes your claim.
  4. Attach a certified copy of the decedent's death certificate to confirm that at least 40 days have passed since their passing.
  5. Indicate that no probate proceedings are currently underway for the decedent’s estate, which is essential for qualifying under California Probate Code Sections 13100-13115.
  6. List the gross value of the decedent's property in California, ensuring it does not exceed $100,000. Include specific details such as bank name and account number.
  7. Complete your personal information including your name, address, relationship to the decedent, and age in the designated fields.
  8. Finally, affirm your request for property transfer and indemnify the bank or property holder against any claims related to this transfer before signing and dating the document.

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Code 13100-13116, the person(s) entitled to the property may present a Small Estate Affidavit, commonly known as an Affidavit for Collection of Personal Property, to the person or institution having custody of the property, requesting that the property be delivered or transferred to the successor.
A Small Estate Affidavit is not filed with the Court. It is given to the person, company, or financial institution that has the Decedents property. ➢ If the Decedent died before April 1, 2022, use Affidavit 1.
The filing cost for a Small Estate Affidavit in California can vary slightly depending on the county but generally includes a nominal filing fee at the probate court. This fee is typically around $50, which is docHubly lower than the costs associated with a full probate process.
If you have the legal right to inherit personal property, like money in a bank account or stocks, and the estate is worth $184,500 or less, you may not have to go to court to have the property transferred to you. You may be able to use a Small Estate Affidavit to have the property transferred to you.
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.

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