[IL] How do I file a small estate affidavit to claim my brother's assets?
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You will need to complete the small estate affidavit, print it, and then attach the death certificate to the affidavit when you present it to the bank to retrieve the account (755 ILCS 5/25-1).
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I need to file a small estate affidavit on my brother’s savings account. He died on March 15th, and the bank says this is the way I can get it.
I’m sorry to hear about the passing of your brother. Have you already obtained the necessary forms?
Yes, I believe so.
Do you have all the required documentation ready?
I need his death certificate.
Is there anything else the lawyer should know?
No. How do I send you a picture of the death certificate, and what happens after I file this?
Hello, I’m an attorney. What state did your brother live in?
Illinois.
Do you already have a form for a small estate affidavit?
I don’t have a smartphone. Is there any way I can mail the death certificate to you?
You will need to complete the small estate affidavit, print it, and then attach the death certificate to the affidavit when you present it to the bank to retrieve the account (755 ILCS 5/25-1).
I don’t have a printer.
You can go to your local library to print the documents. Or a local Staples/Office Depot as well.
Oh, okay. So I get the form printed and attach the death certificate, then take it to my brother’s bank?
Exactly.
Okay, I will do this tomorrow.
Sounds like a plan. Best wishes to you during this time.
Thank you. I need to get him a headstone.
Understandable—and that’s the purpose of the small estate affidavit. Have a good day.
