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The document is a Small Estate Affidavit under Missouri Revised Statutes Section 473.097, used to collect personal and real property of a decedent whose estate value does not exceed $40,000. It includes details about the decedent, their death, property valuation, and the affiant's relationship to the estate. The affidavit also addresses the payment of debts and claims against the estate and may require a bond for compliance with court orders.

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Click ‘Get Form’ to open the mo small estate affidavit in the editor.
Begin by entering your post office and residence addresses in the designated fields. This information is crucial for identification purposes.
Next, input the decedent's name and the date of their death. Ensure accuracy as this information is vital for legal processing.
Indicate whether you have attached a copy of the death certificate. This is necessary for validating the claim.
Confirm if the decedent left a will and if it was presented for probate within the specified time limits.
Provide an itemized description and valuation of the decedent's property in sections A through E. Be thorough to avoid any discrepancies.
Identify yourself as either a distributee or Personal Representative, and list all individuals entitled to receive specific items from the estate, including their relationships and claims.
Finally, confirm whether a bond has been filed or if it has been dispensed with by the court, ensuring compliance with all legal requirements.

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What is the threshold for probate in Missouri?

ing to Section 473.097 of Missouri Statutes, estates valued over $40,000 typically require formal probate administration. However, smaller estates may qualify for simplified procedures through a small estate affidavit.

What qualifies as a small estate in Missouri?

Small Estates ($40,000 or Less) At the Piatchek Law Firm, our attorneys regularly handle probate estates of all sizes, including small estates. A normal probate administration in Missouri involves over $40,000 in net assets, so an estate with less than $40,000 is referred to as a small estate.

What triggers probate in Missouri?

Probate is not required unless there is at least one asset stuck in the name of the decedent only, with no beneficiaries being named on that asset. Specifically,, the following are not subject to probate: Property in a trust, since the owner of such property is not the decedent, but the Trustee of the Trust.

What is the minimum value for probate?

How much does an estate need to be worth to go to probate? Whilst there is no set minimum value for an estate to avoid probate in the UK, each financial institution or bank will have its own threshold limit for the maximum amount you can access without needing to apply for probate.

How much does an estate have to be worth to go to probate in Missouri?

In order to go through the standard probate process in Missouri, an estate must be worth $40,000 or more. Those valued under $40,000 may go through simplified probate to distribute the assets.

missouri small estate affidavit

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What assets are subject to probate in Missouri?

Probate Estate real estate and personal property owned by the decedent and subject to administration supervised by the probate court, including any income after death.

What is the definition of a small estate?

The estate is small, which means it is valued under a set amount. To be considered small, the estate must be valued under a set amount. That amount can change from year to year. For example, if the decedent died on April 1, 2022, or later, the estate is small if it is valued at $184,500 or less.

Mo small estate 2026

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What is the threshold for probate in Missouri?

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