Instructions and Forms for Using a Small Estate Affidavit to 2026

1. Click ‘Get Form’ to open the Small Estate Affidavit in the editor.
2. Begin by filling in the decedent's name and date of death in Section A. Ensure you have a copy of the death certificate ready for submission.
3. In Section B, confirm that more than 30 days have passed since the decedent's death. This is crucial for eligibility.
4. Complete Sections C through F by providing details about residency, will status, and total estate value. Be precise with asset values; they cannot be 'unknown'.
5. List all assets and their values in Section I. Include detailed descriptions to avoid confusion during processing.
6. In Section J, document all liabilities associated with the estate. This includes debts like credit cards and medical bills.
7. Fill out family history sections (K through M) accurately to clarify heirs' relationships and entitlements.
8. Finally, ensure all distributees sign the affidavit as required, including disinterested witnesses if necessary.

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