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Get the free California Small Estate Affidavit (Affidavit for Collection of Personal Property)

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AFFIDAVIT FOR COLLECTION OF PERSONAL PROPERTY (IN ACCORDANCE WITH CALIFORNIA PROBATE CODE SECTION 13100)The undersigned state(s) as follows: I. Decedent died on, 20 in the County of, State of. II.
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How to fill out california small estate affidavit

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How to fill out california small estate affidavit

01
To fill out California Small Estate Affidavit, follow these steps:
02
Begin by obtaining the Small Estate Affidavit form from the California courts' website or local courthouse.
03
Fill in the decedent's personal information, including their full legal name, date of death, and county of residence.
04
Identify yourself as the affiant and provide your own contact information.
05
List all the property included in the estate, including real estate, bank accounts, vehicles, and personal belongings.
06
Specify the fair market value of each property listed and provide documentation, if available.
07
Indicate whether you are the sole heir or if there are other beneficiaries entitled to a share of the estate.
08
Sign and date the affidavit in the presence of a notary public, who will also need to sign and affix their seal.
09
Submit the completed Small Estate Affidavit to the probate court in the county where the decedent resided.
10
Pay any required filing fees and await the court's approval.
11
If approved, you will receive Letters of Administration or Letters Testamentary, allowing you to distribute the assets of the small estate.
12
It is advisable to consult with an attorney or seek legal advice if you are unfamiliar with the process or have any uncertainties.

Who needs california small estate affidavit?

01
California Small Estate Affidavit may be needed by individuals who meet the following criteria:
02
- The value of the decedent's real and personal property does not exceed $166,250.
03
- There are no pending probate proceedings for the estate.
04
- At least forty (40) days have passed since the decedent's death.
05
- The person filing the affidavit is legally entitled to inherit the estate as a surviving spouse, domestic partner, child, or parent.
06
Note that specific rules and requirements may vary, and it is recommended to consult with legal professionals to determine eligibility and ensure compliance.
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