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.
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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