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Utah Small Estate Affidavit | Affidavit for Collecting Personal Property in a Small Estate Proceeding

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The Utah small estate affidavit, or ‘Affidavit for Collecting Personal Property in a Small Estate Proceeding’, is used in cases where a person has passed away leaving $100,000 or less in probate assets. This form allows a successor in interest to collect assets and property owned by the decedent at the time of decedent’s death from third parties holding the money. This form may be used no sooner than 30 days after the date of decedent’s death and there can be no probate proceeding pending. It provides a streamlined way to handle a smaller estate by successors without having to open a complicated probate proceeding.

Maximum – $100,000

Laws – § 75-3-1201

How to Write

Step 1 – Write in the name of decedent and date of death.

Step 2 – In section 3, check the box which indicates whether you are a successor or a successor’s agent.

Step 3 – Write in a description of decedent’s property.

Step 4 – Sign and date in front of a notary pubic.


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