California Small Estate Affidavit Template
Fill-in-the-Blank · State-Specific · Instant Download
What's Included
Attorney-style California Small Estate Affidavit (Affidavit for Collection of Personal Property). Drafted under Cal. Prob. Code §§ 13100–13116. Allows heirs and successors to collect personal property valued at $184,500 or less (2024 threshold) without full probate. Includes successor declaration, inventory of assets, indemnification clause, California notary acknowledgment, and 40-day holding-period compliance. Covers bank accounts, vehicles (DMV RE 256 coordination), securities, and personal property. Instant .docx download.
Who This Is For
- Residents with straightforward estates
- Individuals who want a solid will without attorney fees
- Married couples (each spouse needs their own)
- Anyone ready to get their affairs in order
NOT Appropriate For
- Business owners with complex ownership interests
- Blended families with competing inheritance claims
- Property owners in multiple states
- Taxable estates (over federal exemption)
Legal Disclaimer
This template is for informational purposes only and does not constitute legal advice. No attorney-client relationship is formed by purchase. Consult a licensed California attorney for advice specific to your situation.
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