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Iowa Small Estate Affidavit Form | Affidavit of Administration

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The Iowa small estate affidavit, also known as the ‘affidavit of administration’, can be used to collect property of a decedent who has passed away by an heir or beneficiary of decedent’s estate. This provides an efficient way for an heir to handle a smaller estate while minimizing the probate court process. A small estate is considered not more than $100,000.

Maximum (§ 633.356) – $100,000

Laws – § 635.1 to § 635.13

Social Security Number (SSN) (633.356(1)(3)(a)(1)) – The Decedent’s Social Security Number (SSN) must be included in the form.

How to Write

Step 1 – At the top of the document, write in the name of the county in which the decedent resided at the time of death.

Step 2 – In the left-hand box, write in the full name of the person who passed away.

Step 3 – In Section 1, write in the name of the decedent, the date of decedent’s death, the place where decedent passed away and the last residence of decedent.

Step 4 – In Section 2, write in the name and address of the surviving spouse.

Step 5 – In Section 3, write in the names, relationships, and addresses of the heirs or beneficiaries of the decedent.

Step 6 – In Section 4 and 5, indicate whether the decedent had a will and if so, the date of the will.

Step 7 – Write in the value of the decedent’s estate. It must be less than $100,000.

Step 8 – Write in the name and address of the proposed personal representative.

Step 9 – Sign and date and enter your contact information.


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