Small Estate Check.

Guides

The whole road, in plain words

The checker answers your state's question. These guides answer the ones around it — what doesn't count, what to do when the bank says no, the three doors, the house question, the debts, and how to leave your own estate small on purpose.

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What Doesn't Count: The Assets That Skip Probate Entirely

Before any limit is applied, the law removes a whole class of property from the count — and most families never hear about it until after they have paid a lawyer.

When the Bank Says No to a Small Estate Affidavit

It is the most common failure of an otherwise free procedure: a valid, notarized affidavit refused at a branch counter. Here is why it happens and what actually works.

Affidavit, Summary, or Full Probate: The Three Doors, Explained

Every estate in America goes through one of three doors. The difference between them is months of time and thousands of dollars — and which door fits is mostly arithmetic.

The House Question: Real Estate and Small Estates

A house in the deceased's name alone is the single most common reason a 'small' estate ends up in court. The states answer it three different ways.

Death Debts: What Must Be Paid, and In What Order

The signer of a small-estate affidavit takes on a personal duty: pay the estate's debts in the order the law sets, or owe them yourself. Here is that order, in plain words.

Leave It Small: Setting Up Your Own Estate So Your Family Skips Court

Everything this site teaches a grieving family to untangle can be pre-untangled by the living, in an afternoon, for free. This page is for the person who never wants their kids to need this checker.