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Wisconsin Transfer by Affidavit Template

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What's Included

Attorney-style Wisconsin Transfer by Affidavit (Small Estate). Drafted under Wis. Stat. § 867.03. Allows successors to collect Wisconsin property valued at $50,000 or less without a court proceeding. No mandatory waiting period required. Includes asset schedule, successor declaration, title holder indemnification clause, and Wisconsin notary acknowledgment. Covers bank accounts, vehicles (WisDOT title coordination), personal property, and other assets. 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 Wisconsin attorney for advice specific to your situation.

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