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Vermont Small Estate Affidavit Template

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What's Included

Attorney-style Vermont Small Estate Affidavit (Small Estate Proceeding). Drafted under 14 V.S.A. § 1901 and 14 V.S.A. ch. 81. Allows a petitioner to open a small estate proceeding in Vermont Probate Division where the fair market value of the estate does not exceed $45,000 and the estate consists entirely of personal property (no real estate, with a narrow exception for timeshare estates). Requires an affidavit of paid and outstanding funeral expenses and known debts, a bond without surety in the amount of the estate's fair market value, and consent of interested parties. Includes petitioner declaration, asset schedule, heirship certification, creditor disclosure, bond provision, and Vermont notary acknowledgment. For waiver of administration by a sole heir or sole beneficiary, references 14 V.S.A. ch. 80 and § 1852. Instant .docx download.

Declaration & revocation of all prior wills
Family declarations (spouse + children)
Specific personal property bequests (3 slots)
Real property bequests with deed references
Residuary estate — 3 distribution options
Guardian nomination for minor children
Personal Representative appointment + powers
Pet care provisions
Digital assets & online account directives
Survivorship, anti-lapse, and governing law
Witness attestation blocks
Self-proving affidavit (notary optional)
Step-by-step execution instructions

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 Vermont attorney for advice specific to your situation.

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