How do I prepare a small estate affidavit in Delaware? | Delaware Probate | FastCounsel
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How do I prepare a small estate affidavit in Delaware?

Disclaimer: This article is for educational purposes only and does not constitute legal advice. Consult a qualified attorney for guidance on your specific situation.

Detailed Answer

In Delaware, there is no statutory “affidavit of heirship” to transfer real estate outside of probate. Instead, Delaware law provides a procedure called a small estate affidavit to collect certain personal property of a decedent without formal probate. If you need to transfer real estate or handle an estate exceeding the small-estate limits, you must open a probate case in Superior Court.

1. Determine Eligibility for a Small Estate Affidavit

  • The decedent died intestate (without a valid will).
  • The total value of the decedent’s personal property located in Delaware does not exceed $30,000. (See 12 Del. C. § 3902(16) and § 3914.)
  • No creditor has filed a claim in a pending probate proceeding against the decedent’s estate.
  • You are an eligible person—typically a surviving spouse, next-of-kin, or other heir under Delaware’s intestacy statutes. (See 12 Del. C. § 205.)

2. Gather Required Information

  • Certified copy of the decedent’s death certificate.
  • Documentation of personal property values (bank statements, vehicle titles, etc.).
  • A complete list of the decedent’s heirs under 12 Del. C. §§ 201–212, with their contact details.

3. Draft the Small Estate Affidavit

Your affidavit must include:

  1. The affiant’s name, address, and relationship to the decedent.
  2. Decedent’s full name, last residence, and date of death.
  3. Statement that the estate qualifies as a 30,000 small estate and that no probate is pending.
  4. Itemized list of personal property and its value.
  5. Names and addresses of all known heirs and their relationship to the decedent.
  6. Attestation that the affiant will distribute assets according to Delaware’s intestacy rules. (See 12 Del. C. §§ 201–212.)
  7. Signature of the affiant, notarized by a Delaware notary public.

4. File and Serve the Affidavit

  • Record your affidavit with the Recorder of Deeds only if you need to show title to personal property (not real estate).
  • Provide a copy to any financial institution or creditor holding the decedent’s property. They may rely on the affidavit to release funds or assets.

5. Distribute the Assets

  • Collect the personal property listed in your affidavit.
  • Distribute assets to heirs according to the intestacy statutes. (12 Del. C. §§ 201–212)

For estates that include real property or exceed $30,000 in personal property, you must open probate in Delaware Superior Court. See 12 Del. C. §§ 3901–3954 for more information.

Key Statutes:

Helpful Hints

  • Always verify current statute amounts—legislatures can change monetary limits.
  • Use certified documents whenever possible to prevent delays.
  • Consult a probate attorney if the estate includes real estate or complex assets.
  • Keep detailed records of all communications and distributions to heirs.
  • Notarize the affidavit in Delaware to meet state requirements.

The information on this site is for general informational purposes only, may be outdated, and is not legal advice; do not rely on it without consulting your own attorney.