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In the event that a person dies without leaving a last will and testament or without disposing of all of his or her property in a will, then you can use an affidavit of heirship to transfer the decedent's interest in real estate or personal property to his or her heirs. While this is the most common use, you can also use this document simply to name the decedent's heirs for a court. An affidavit of heirship is thorough in providing the relevant information, but if any of the questions do not apply to your decedent, then feel free to skip them. The information below will lead you through creating the form.

Party Information

You will begin by entering in the names and addresses of the parties involved. The "Affiant" is the person swearing to the facts stated in the document. The affiant cannot be an heir of the decedent since that would be a conflict of interest. The "Decedent" is the person who passed away and whose heirs are being named. You will also describe the nature of the parties' relationship and the dates when the parties knew each other.

Probate Court

Next, if the decedent left a will, you will enter in the basic information related to the probate court. Probate court is the court that administers the decedent's will and disburses his or her property. The case number and other information requested can usually be located on any of the formal probate court documents.

Appointed Representative

You will then indicate if an administrator or personal representative has been appointed to help administer the decedent's estate. This applies whether or not the decedent left a will. If an administrator or personal representative has been appointed, enter his or her name and address.

Spouse(s), Children, and Other Heirs

Next, you will have the option to identify the decedent's spouse(s), children, and other heirs. Generally, heirs only include spouses, registered domestic partners, and blood relatives. Friends of the decedent are typically not heirs; however, if the decedent named a friend to inherit property before death, then you can include the friend and try to get the court to accept them. It is best to be as thorough as possible here, but if the decedent has a lot of heirs or you do not have all of their names and addresses, then just enter the heirs necessary for your purpose in using this affidavit.

Real Estate and Personal Property

The real estate and personal property sections are used if you intend to use this affidavit to transfer the property to the decedent's heirs. If you are including multiple pieces of real estate, they must all be in the same county. If not all in the same county, you will need to use a separate affidavit for real estate located in a different county. You will be asked to specify a complete legal description of the property. This is usually called a lot and block or metes and bounds description. If you do not have the legal property description already, then you can try previously recorded deeds, your county Register or Recorder of Deeds (often online), tax assessments, websites such as Zillow.com, your mortgage contract, your land title, or ask a licensed real estate attorney for help. End each additional legal description with a period.

When entering personal property, be as specific as possible in identifying the exact property that you are referring to. For example, if the item is a car, then include the year, make, model, license plate, and VIN. If you are identifying cash, stock, or another intangible asset, be sure to specify the account number where the asset is being held.

Debts and Liabilities

The last few sections relate to the decedent's unpaid debts and liabilities. Again, if you do not know the answers, just answer to the best of your knowledge or skip these items.

Attachments

Attach the following papers, if applicable:

  • If any heirs of the decedent have died since his or her death, attach separate proof of heirship as to each.
  • If the decedent left a will, attach a certified copy.
  • If an executor or administrator has been appointed for the estate of the decedent, attach a certificate of appointment from the court that made the appointment.
  • If an administration of the decedent's estate has been completed and final order or decree of distribution has been rendered, attach a certified copy of such order or decree.

Execution

To execute the affidavit, the affiant will need to sign it in front of a notary public. If you do not know a notary, you can find them at banks and similar professional offices open to the public.

Filing

Once executed, the affidavit will need to be filed with the appropriate court. This is usually a very straightforward process; if you are unsure of how to do this, you can always call the court and an administrator will explain the process to you. If you are naming real estate to be transferred in the affidavit, then the affidavit will need to be filed with the appropriate land records office in the county where the land is located (usually called the County Recorder's office). As rules vary greatly from county to county, it is recommended that you call the recorder's office ahead of time to find out if they have any specific local filing requirements.

Ready To Get Started? Create an Affidavit Of Heirship

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Checklist

Step 1: Gather Information

As you complete your affidavit of heirship, you will need to provide the following information:

  • The name and address of the deceased party (called the "Decedent")
  • The name and address of the party providing sworn testimony in this affidavit (called the "Affiant")
  • The date and location of the Decedent's death
  • Whether or not the Decedent left a will and, if so, the name and address of the Executor
  • The name and address of any Administrator appointed to manage the Decedent's estate
  • Whether the will has already been admitted to probate court and, if so, the case number, date filed, and location of the court
  • Names, addresses, birth dates, and other details of current and former spouses, children, and other heirs of the Decedent
  • Identification of any personal property or real estate being transferred by the affidavit
  • Relevant details regarding any unpaid debts or taxes of the Decedent, including amounts and names of creditors

Having this information at hand will help you to complete the main sections of your document. We may also ask for additional details in our affidavit of heirship questionnaire to assist you in further customizing your document according to your needs and preferences.

Step 2: Answer Key Questions

Use the information you collected to complete the affidavit of heirship. We make this easy by guiding you at each step of the way and helping you to customize your document to match your specific needs. The questions and information we present to you dynamically change depending on your answers and the state selected.

Step 3: Review and Sign

It is always important to read your document thoroughly to ensure it matches your needs and is free of errors and omissions. After completing the questionnaire, you can make textual changes to your document by downloading it in Microsoft Word. If no changes are needed, you can simply download the PDF version and sign. These downloads are available by navigating to the Documents section of your account dashboard.

You must sign the affidavit in front of a notary public. When using a notary, always be sure to wait to sign the document until he or she is present.

Step 4: Attach Relevant Information

Attach any of the following items to your affidavit, if applicable:

  • If any heirs of the Decedent have died since his or her death, attach separate proof of heirship as to each heir.
  • If the Decedent left a will, attach a certified copy.
  • If an Executor or Administrator has been appointed for the estate of the Decedent, attach a certificate of appointment from the court that made the appointment.
  • If administration of the Decedent's estate has been completed and final order or decree of distribution has been rendered by the court, attach a certified copy of such order or decree.

Step 5: File with the Court

Once complete, the affidavit will need to be filed with the appropriate court. This is usually a very straightforward process. If you are unsure as to how to do this, you can always call the court and a clerk will explain the process to you. If you are naming real estate to be transferred in the affidavit, then the affidavit will also need to be filed with the appropriate land records office in the county where the land is located (usually called the County Recorder's office). As rules vary greatly from county to county, it is recommended that you call the recorder's office ahead of time to find out if they have any specific local filing requirements.

Step 6: Complete Related Documents

If any other sworn testimony is needed, you can use a general affidavit to do so. This open-ended document has flexibility that allows an affiant to build an affidavit to fit their needs.

Ready To Get Started? Create an Affidavit Of Heirship