Get Small Estate Affidavit Checklist - Travis County - Co Travis Tx

Navigating the SMALL ESTATE AFFIDAVIT CHECKLIST in Travis County can be a straightforward process with the right guidance. This guide serves to provide clear steps for filling out the checklist online, empowering users with the knowledge they need to submit their forms accurately.

Follow the steps to fill out the SMALL ESTATE AFFIDAVIT CHECKLIST online.

1. Click ‘Get Form’ button to obtain the SMALL ESTATE AFFIDAVIT CHECKLIST and open it in your preferred editor.
2. Begin with the cover sheet, which includes contact information. Ensure it complies with the necessary Texas Rule of Civil Procedure 78a and submit it alongside the affidavit.
3. Provide a death certificate, ensuring it is a readable copy and that the social security number is crossed out.
4. Confirm that you are filing the affidavit at least 30 days after the decedent’s death.
5. Identify the county where the decedent resided and include relevant details to support the filing in Travis County where applicable.
6. Indicate that the decedent did not leave a will and affirm that the affidavit can only be applied in such cases.
7. Verify that there is no pending administration for the decedent’s estate that would disqualify the use of the affidavit.
8. List all estate assets, ensuring you provide detailed descriptions and valuations for each item listed.
9. List all liabilities of the decedent, providing precise details about each debt owed.
10. Confirm that total assets (excluding exempt property) exceed total liabilities.
11. Address Medicaid benefits by listing any amounts owed or filing appropriate documents if applicable.
12. Detail the decedent's family history and marital status to clarify inheritance matters.
13. Accurately list the names and contact information of all distributees, along with their respective shares of the estate.
14. Ensure that all distributees with legal capacity have signed and sworn the affidavit before a notary.
15. Obtain the signatures of two disinterested witnesses who can verify the facts of the affidavit.
16. Be prepared for a possible hearing if the court requires one before approving the affidavit.

Start completing your SMALL ESTATE AFFIDAVIT CHECKLIST online today to ensure a smooth probate process.