Illinois Small Estate Affidavit

Illinois Small Estate Affidavit

Introduction

This Small Estate Affidavit is issued by the [COUNTY NAME] Probate Court of the State of Illinois to inform the beneficiaries of the estate of [DECEDENT'S NAME] about the assets left behind by the deceased individual.

We, the undersigned, declare the following information regarding the estate of the deceased individual:

Statement of Facts

  1. Personal Information of Deceased Person:

    • Full Name: [DECEDENT'S NAME]

    • Date of Birth: [DECEDENT'S BIRTH DATE]

    • Date of Death: [DECEDENT'S DEATH DATE]

  2. Assets Left Behind:

    • We have determined that the deceased individual left behind the following assets:

      • Bank accounts

      • Household furniture and appliances

      • Residential property located at [PROPERTY ADDRESS]

  3. Total Value of Assets:

    • Based on our assessment, the total estimated value of the assets left behind by the deceased individual is $[AMOUNT] (excluding the value of real estate).

  4. Beneficiaries/Heirs:

    • The beneficiaries/heirs entitled to the assets of the estate are:

      • [BENEFICIARY'S NAME]

  5. Purpose of Affidavit:

    • This Small Estate Affidavit is issued to facilitate the transfer of assets to the rightful beneficiaries without the need for a formal probate proceeding, as the total value of the estate falls below the threshold specified by Illinois state law.

  6. Verification:

    • We, the undersigned, hereby declare under penalty of perjury that the information provided in this affidavit is true and accurate to the best of our knowledge and belief.

Signature

[YOUR NAME]

For any inquiries or further assistance regarding the estate of [DECEDENT'S NAME], please contact the [COUNTY NAME] Probate Court using the contact information provided above.

Sincerely,

[CLERK'S NAME]

Clerk

[PROBATE COURT NAME]

[DATE]

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