The California Small Estate Affidavit is a legal document that allows individuals to transfer the assets of a deceased person without going through the lengthy probate process. This form is particularly useful for estates valued at $166,250 or less, simplifying the transfer of property to heirs or beneficiaries. If you need to fill out the Small Estate Affidavit, click the button below to get started.
The California Small Estate Affidavit is a valuable tool for individuals navigating the probate process for estates that fall below a certain value threshold. This form allows heirs or beneficiaries to claim assets without the need for formal probate proceedings, streamlining the transfer of property. Typically, the Small Estate Affidavit can be utilized when the total value of the deceased's assets does not exceed $166,250, excluding certain types of property. This form requires the affiant to provide essential information, including details about the deceased, a description of the assets, and a declaration that no probate proceedings are pending. Additionally, the affiant must affirm their relationship to the deceased and their entitlement to the assets. By using this affidavit, individuals can expedite the distribution of assets, thereby alleviating some of the burdens associated with estate settlement. Understanding the requirements and proper usage of the Small Estate Affidavit is crucial for those seeking to efficiently manage the affairs of a loved one who has passed away.
California Small Estate Affidavit
This document is a California Small Estate Affidavit, intended to simplify the transfer of property for estates valued at $166,250 or less, in accordance with the California Probate Code Section 13100-13116. Please provide the required information in the blanks.
Section 1: Deceased Information
Full Name of Deceased: ____________________________________________________
Date of Death: ______________________
County of Residence at Time of Death: _______________________________________
Section 2: Affiant Information
Full Name of Affiant (Person claiming property): ___________________________________________
Address: _____________________________________________________________________________
Relationship to Deceased: _____________________________________________________________
Telephone Number: ___________________________
Section 3: Property Description
Describe the property to be transferred under this affidavit:
____________________________________________________________________________________
Section 4: Debts and Liabilities
Are there any known debts or liabilities of the deceased? ___ Yes ___ No
If yes, provide a detailed list of debts and liabilities:
Section 5: Successors
List all successors entitled to the property under California law (name and relationship):
Section 6: Declaration
The undersigned states under penalty of perjury under the laws of the State of California that all information provided in this affidavit is true and accurate. The undersigned further declares understanding the lawful penalties for knowingly making a false statement within this document.
Date: ______________________
Signature of Affiant: ______________________
Instructions for Use:
Note: This affidavit does not apply to real estate transactions. For legal advice regarding specific situations or to handle real estate, consult with a licensed California attorney.
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