Small Estate Transfers

When a loved one passes, their belongings and property are passed on. Use the Small Estate Transfer Form to discuss the succession of that property.

Better yet, for a small fee, we can fill that form out for you!*

Fill out our form online and make your payment on our website OR you can Book an Appointment now to meet in person or virtually.

Each form requests information that allows us to fill out proper court forms that will be filed in the Arizona county you live or your spouse/children live. Our fees do not include the Filing Fees in your county.

*ALL fees and costs are subject to change without prior notice. All fees and costs quoted assume that the opposing party will sign an Acceptance of Service document. If the opposing party will not sign voluntarily then service of process fees will apply as follows: Acceptance of Service $0, Publication $125, Process Server $150.

**Recording Fees vary by county and are additional for Deeds and Affidavits of Trust Existence

Small Estate Transfer Form (Succession)

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INFORMATION ABOUT THE DECEASED (THE PERSON WHO DIED):

Name of Person Who Died:

First

Last

Date of Birth:

Date of Death:

Place of Death:

County, City, State, Property

Social Security Number:

Upload copy of Death Certificate

Click or drag files to this area to upload. You can upload up to 5 files.

RELATIONSHIP

My relationship to the person who died is: (explain)

PERSONAL REPRESENTATIVE

To the best of my knowledge:

No one has filed an Application or Petition for Appointment of a Personal Representative and no Application or Petition has been granted in any state
If an application has been granted the personal representative has been discharged or more than one year has elapsed since a closing statement has been filed and the amount does not exceed $75,000.00

ENTITLEMENT

I am the claiming successor to the personal property and I am entitled to payment or delivery of the property because I am: (check all that apply)

I am named in the Will of the person who died, a copy of which I will attach to this form
The deceased had no Will, but I am entitled to the property under law.
The person died without a will and the people with equal or greater right than I have to the property have all assigned their entire interests in the estate to me, which is proven by the copy of the documents they signed to this effect that I am attaching to this affidavit.
The person died and left a valid Will and the people with equal or greater right than I have to the property have all assigned their entire interests in the estate to me, which is proven by the copy of the documents they signed to this effect that I am attaching to this affidavit

DESCRIPTION OF PROPERTY

The person who died owned the following personal property. (List all property. Attach extra pages if necessary)

Enter Description, Value ($), Location, or Who Has Property Now

Total Value of Property Listed Above ($)

Upload extra pages of property if necessary

Click or drag files to this area to upload. You can upload up to 10 files.

MONEY OWED

The person who died was entitled to collect on the following debts from persons located in Arizona. (List all. Attach extra pages if necessary.)

Description, Amount Owed ($), Name of Who Owes the Debt

Total of Amount Owed Based on Above Entries:

Upload extra attachments of debt owed if necessary

Click or drag files to this area to upload. You can upload up to 10 files.

Petitioner Information (who is filling out this form)

Name of Petitioner:

First

Last

Address of Petitioner:

Address Line 1

Address Line 2

City

State

Zip Code

Phone

Date of Birth of Petitioner:

Email for Petitioner:

Do you need an interpreter?:

Information about the Nominated Personal Representative / Special Administrator:

Name

First

Last

Is this person or entity an Arizona Licensed Fiduciary?

Mailing Address:

Address Line 1

Address Line 2

City

State

Zip Code

Is the Mailing Address the same as the Physical Address?

Work Phone

DESCRIPTION OF REAL PROPERTY

The legal description as written on the deed of title of the real property is:

INTEREST OF PERSON WHO DIED IN PROPERTY

The interest of the person who died in the real property is (list how the decedent held title to the property or other interest in the property).

VALUE OF ESTATE.

The assessed value in the estate of the person who died of all real property located in this state, including any debt secured by a lien on real property, less liens and encumbrances against the real property as of the date of the death, does not exceed $100,000.00.

True
False

SIX MONTH REQUIREMENT

Six months have elapsed since the death, as shown in a certified copy of the death certificate attached to this affidavit.

True
False

PERSONAL REPRESENTATIVE

Which one applies?:

An application or petition for appointment of a personal representative is not pending or has not been granted in any jurisdiction
An application has been granted but the personal representative has been discharged or more than one year has elapsed since a closing statement has been filed and the $100,000 limit on the value of the property has not been exceeded.

FUNERAL EXPENSES

Funeral expenses, expenses of last illness, and all unsecured debts of the person who died have been paid.

True
False

REASON WHY I AM / WE ARE ENTITLED TO THE REAL PROPERTY

OTHER PERSONS

No other person has a right to the interest of the decedent in the described property.

True
False

TAXES

No federal or Arizona estate tax is due on the person who died estate.

True
False

SIGNATURES

Will there be more than one person signing (involved in this affidavit)?

Signature of Petitioner

Clear Signature

Second Signature

Clear Signature

Name of Third Signer

Signature of Third Signer

Clear Signature

Name of Fourth Signer

Signature of Fourth Signer

Clear Signature

Small Estate Transfer

Price: $300.00

Payment Method

Paypal
Stripe Credit/Debit Card

Paypal will open a new window after submission of document.

Location

Telephone

E-mail

Small Estate Transfers

When a loved one passes, their belongings and property are passed on. Use the Small Estate Transfer Form to discuss the succession of that property.

Better yet, for a small fee, we can fill that form out for you!*

Fill out our form online and make your payment on our website OR you can Book an Appointment now to meet in person or virtually.

INFORMATION ABOUT THE DECEASED (THE PERSON WHO DIED):

RELATIONSHIP

PERSONAL REPRESENTATIVE

ENTITLEMENT

DESCRIPTION OF PROPERTY

MONEY OWED

Petitioner Information (who is filling out this form)

Information about the Nominated Personal Representative / Special Administrator:

DESCRIPTION OF REAL PROPERTY

INTEREST OF PERSON WHO DIED IN PROPERTY

VALUE OF ESTATE.

SIX MONTH REQUIREMENT

PERSONAL REPRESENTATIVE

FUNERAL EXPENSES

REASON WHY I AM / WE ARE ENTITLED TO THE REAL PROPERTY

OTHER PERSONS

TAXES

SIGNATURES

Location

Telephone

E-mail