The Estate Affidavit Form serves as a simplified alternative to formal probate proceedings in the United States. This document is typically used when an estate's value falls below state-mandated thresholds, allowing for expedited asset transfer without court supervision. The form includes detailed information about the deceased person, their assets, debts, and legal heirs. It must be sworn under oath and often requires a waiting period after death before it can be executed. State laws vary regarding asset limits and specific requirements, making it essential to comply with local jurisdictional requirements.
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1. Affiant Information: Personal details of person making the affidavit including full name, address, and relationship to deceased
2. Decedent Information: Details about the deceased person including full name, last address, date and place of death, and SSN
3. Estate Value Declaration: Statement of total estate value and confirmation that it falls within small estate limits for the jurisdiction
4. Heir Information: List of legal heirs, their relationships to deceased, and their respective shares of the estate
5. Verification Statement: Sworn statement attesting to the truth of information provided and acknowledgment of penalties for false statements
1. Creditor Claims: Section detailing any known creditors and outstanding debts of the estate
2. Will Reference: Section referencing any existing will and its provisions when applicable
3. Property Transfer Authorization: Specific authority requested to transfer particular assets or property
1. Schedule A - Asset Inventory: Detailed itemized list of all estate assets and their current market values
2. Schedule B - Debt Schedule: Comprehensive list of all known debts and liabilities of the estate
3. Appendix 1 - Death Certificate: Certified copy of death certificate to be attached as supporting documentation
4. Appendix 2 - Supporting Documents: Collection of relevant supporting documents including will copies, property deeds, and financial statements
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