Get Tx Small Estate Affidavit - Montgomery County 2018-2026

Filling out the TX Small Estate Affidavit for Montgomery County can simplify the distribution of an estate when the value does not exceed $75,000 and there is no will. This guide provides step-by-step instructions to ensure you complete the form accurately and efficiently, even with little legal experience.

Follow the steps to fill out the TX Small Estate Affidavit online.

1. Press the ‘Get Form’ button to download the TX Small Estate Affidavit and open it in your browser or editor of choice.
2. Begin completing the affidavit by providing the decedent's full name in the designated field as well as the date of death and the county where they passed away.
3. Indicate that more than 30 days have elapsed since the decedent’s death by checking the appropriate box.
4. Confirm the decedent’s county of residence at the time of death; ensure it aligns with Montgomery County requirements.
5. State under oath whether or not the decedent had a will and check the appropriate box.
6. List the total value of the decedent’s estate, excluding homestead and exempt property, making sure this does not exceed $75,000.
7. Describe all assets in detail, including identifying information such as account numbers or property addresses.
8. List any debts or liabilities of the decedent, providing details on creditors and amounts owed.
9. Complete the family history section by providing information about the decedent’s marital status, children, and surviving relatives.
10. Fill out the chart detailing the heirs at law and their fractional interests in the estate.
11. Ensure all distributees sign and affirm the affidavit, and ensure it is notarized.
12. Review the affidavit for accuracy, then save changes, and prepare to download, print, or share your completed form.

Start filling out your TX Small Estate Affidavit online today to expedite the estate process.