Get Requirements For Filing A Small Estate Affidavit In ...

Navigating the process of filing a small estate affidavit can be straightforward with the right guidance. This guide will help you understand the essential components of the affidavit required for claiming assets when there is no will and provide step-by-step instructions for completing it online.

Follow the steps to successfully complete your small estate affidavit.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Provide the name and address of the deceased person in the designated section. Ensure that the information is accurate and clearly presented.
3. Fill in the name and address of the financial institution that holds the deceased person’s assets. This information is crucial for processing your affidavit.
4. State your relationship to the deceased in the specified line and enter the date of death in the appropriate format.
5. Indicate whether the deceased had assets not exceeding $15,000 either in a bank deposit or through a check. This declaration is necessary to qualify under the small estate affidavit provisions.
6. List the individuals entitled to receive the funds according to the relationship hierarchy: surviving spouse, children, parents, or siblings. Check the appropriate box next to the relevant section before providing their names and addresses.
7. Confirm that there are no known wills or other claimants to the funds. This confirmation protects you and the financial institution from potential disputes.
8. Sign the affidavit as the affiant and print your name below your signature. Ensure that this is done in the presence of a notary public for it to be legally binding.
9. Finally, after thoroughly reviewing the completed affidavit for accuracy, you can save the changes, download, print, or share the form as necessary.

Complete your small estate affidavit online today to simplify the process of claiming assets.