District of Columbia Small Estate Affidavit Template
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What's Included
Attorney-style District of Columbia Small Estate Affidavit (Transfer by Affidavit). Drafted under D.C. Code § 20-361 (transfer by affidavit, for assets up to $40,000) and D.C. Code § 20-351 (small estate proceeding, for estates up to $80,000). Allows a successor to collect D.C. personal property valued at $40,000 or less by affidavit without opening a formal estate. Includes successor declaration, asset schedule, heirship certification, known-creditor disclosure, indemnification of holder, and D.C. notary acknowledgment. For estates between $40,000 and $80,000, references the small estate proceeding under D.C. Code § 20-351. For larger estates, references formal probate under D.C. Code § 20-301 et seq. 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 District of Columbia attorney for advice specific to your situation.
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