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September 26, 2025

[KS] Can I notarize a small estate affidavit in any state?

I just paid for a Small Estate Affidavit for my sister who died in Hawaii. I cannot go there to have the form notarized. Can I do it in my state?

KS Estate Probate

September 24, 2025

[IA] Can a small estate affidavit be filed in any state?

I am trying to collect a mutual fund and make my mother's trust account the beneficiary. TransAmerica tells me I need to send them a copy of a small estate affidavit. Do I also file that in the state of Iowa? I live in Mississippi and need to have it signed and notarized here.

IA Estate Probate

September 23, 2025

[TX] Can I transfer a bank account using a Small Estate Affidavit?

Husband’s parents both died within 32 days of each other. They have no real estate or property other than small personal items, leaving only the contents of their checking account, totaling less than $7,100 (or less, depending on whether Social Security retracts some funds). I have drafted separate Small Estate Affidavits for each.

TX Estate Probate

September 23, 2025

[SC] What are joint tenants with rights of survivorship?

I understand that in South Carolina, when a spouse passes away, the title to the home is automatically transferred to the surviving spouse. What form is used for this? Also, I am a small estate judgment in probate court. Should the home be listed under that form as a real estate holding for my deceased wife?

SC Estate Probate

September 16, 2025

[NC] Does a home in joint ownership void the small estate?

Does a home in joint ownership void the small estate?

NC Estate Probate

September 15, 2025

[UT] How do I transfer my mother’s land to my name?

My mother passed away in January and she has non-primary land in Utah that I would like transferred to me as next of kin and executor of my father’s estate.

UT Estate Probate

September 12, 2025

[CA] How do I use the small estate affidavit to collect on an IRA?

What is the process for the small estate form? My husband has been deceased for over one year. Our trust has been administered. I just found out about an IRA (approximately $2,500) and am trying to obtain those funds. He died in Mexico while on vacation. What do I do with the form once it is filled out?

CA Estate Probate

September 12, 2025

[NV] Which Transfer on Death Deed should I use to sell my dad’s car?

My father recently died, and I received his death certificate. He lived in Henderson, Nevada and I live in Chicago. I’d like his friend to sell his car with this form. Do I use the Nevada version of the form?

NV Estate Probate

September 11, 2025

[IL] How do I file a small estate affidavit to claim my brother’s assets?

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.

IL Estate Probate

September 11, 2025

[IA] How do I add specific language to a state’s small estate affidavit?

According to the credit union where my father’s remaining dollars are, the small estate affidavit needs to include any applicable debt owed to the Iowa Department of Human Services for benefits the deceased person received has either been paid or will be paid by these funds, and any applicable taxes due to the Iowa Department of Revenue have either been paid or will be paid from these funds. My father died in January 2023, and I assure you all has been taken care of. How do I add this language to Iowa's affidavit?

IA Estate Probate

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