Utah’s small estate affidavit lets the heirs or will beneficiaries of a person who died collect bank accounts, vehicles, and other personal property without probate, when the estate is small and has no real estate to transfer. Utah’s small estate affidavit lets the heirs or will beneficiaries of a person who died collect bank accounts, vehicles, and other personal property without probate, when the estate is small and has no real estate to transfer.
For Utah residents and families: small estate affidavit.
What you'll need
Read the supplied packet before filling in its fields.
Follow this document's signing, identification, witness and filing instructions.
How to complete it
Check that you qualify At least 30 days have passed since the death, no probate case is open, and the estate, less liens, is worth $100,000 or less.
Fill in the successors and property (Pages 1–2) List each successor, their share, and the property to be collected. Attach a death certificate and any will.
Swear before a notary (Page 3) Each affiant signs under oath before the notary. Bring a current, government-issued photo ID.
A successor trustee uses this form to formally accept appointment as trustee of a Utah trust, so banks and title companies can recognize their authority.
An affidavit of heirship is a sworn statement of a deceased person’s family history identifying the legal heirs. Title companies and institutions use it, often with a probate or small estate procedure.
A certification of trust is a short summary that proves a trust exists and who may act for it, without revealing beneficiaries or other private terms. Banks and title companies rely on it.
These forms are a free convenience, not legal advice. First Choice Mobile Notary & Apostille is not a law firm. Consult an attorney licensed in the relevant state for legal questions.