Affidavit of due diligence form 2026

1. Click ‘Get Form’ to open the affidavit of due diligence form in the editor.
2. Begin by filling out the personal property section. List checking and savings accounts, including bank names and account numbers (only the last four digits). Ensure you provide accurate totals for each category.
3. Proceed to jointly held property. Specify with whom the property is held and what it is, followed by the total value.
4. In the income section, detail monthly income sources such as wages, Social Security, and any other benefits. Calculate and enter the total monthly income.
5. If applicable, list credit cards belonging to the ward/incapacitated person. Include card names and account numbers (last four digits) along with a total amount.
6. For real property, provide addresses and values for each location owned by the ward/incapacitated person. Ensure all information is complete before moving on.
7. Complete the affidavit section by affirming that all information provided is true and correct. Sign and date where indicated.
8. Finally, fill out the certificate of mailing section to confirm that required documents were mailed to interested parties. List their names and addresses accurately.

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