Get Tx Small Estate Affidavit - Bexar County 2019

Navigating the TX Small Estate Affidavit can seem daunting, but this guide provides clear, step-by-step instructions tailored for users of all backgrounds. By following this guide, you can confidently complete the affidavit necessary for managing a small estate in Bexar County, Texas.

Follow the steps to complete the affidavit efficiently.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin filling out the affidavit by entering the decedent’s name and the date of death in the specified fields. Ensure the information is accurate as it will be crucial for the validity of the affidavit.
3. In section B, confirm that more than 30 days have passed since the decedent's death by checking the appropriate box.
4. Enter the county of residence where the decedent lived at the time of their death in section C. If the decedent was not a resident of Bexar County, provide facts to support why the affidavit is being filed in Bexar County.
5. Indicate in section D that the decedent died without a will, and in section E, confirm that no administration is pending for the decedent’s estate.
6. In sections F and G, declare the total value of the estate assets and confirm they exceed any known liabilities.
7. Address section H regarding Medicaid benefits by checking the applicable box confirming whether the decedent received Medicaid after March 1, 2005.
8. List all assets owned by the decedent in section I, providing detailed descriptions and their respective values. This includes specifying whether each asset is community or separate property.
9. In section J, list all liabilities and debts of the decedent’s estate, including any pending funeral expenses or attorney fees.
10. Fill out the family history sections (K to M) to detail the relationships of the decedent to their relatives, ensuring to include all necessary details such as names and birthdates.
11. Complete the final chart section, providing the names and contact details of all heirs, their shares in the estate, and ensuring that every column is accurately filled.
12. Once all sections are completed, review the document for errors or omissions before saving, downloading, or printing the completed affidavit for submission.

Complete your TX Small Estate Affidavit online today to ensure a smooth probate process.