Digital Estate Roles · Roles

Small-estate collector

A person who may collect a small estate without a grant of representation, where the law provides a threshold.

40 jurisdictions · 6 countries · role id small-estate-affiant

Africa

Mauritius

Small succession — Small succession

Where the Judge is satisfied on proof of value that the assets are not likely to exceed 6,000 rupees, the succession is liquidated as a small succession — and stays one even if the assets later turn out to exceed that figure. The appointed notary may sell the movables and effect the liquidation and partition.

Assigned
Application for appointment of a notary, with proof by affidavit or otherwise of the value of the assets Estate administration
Starts
Judge satisfied the assets are not likely to exceed 6,000 rupees orders the succession liquidated as a small succession Estate administration
Ends
Notary sells the movables and effects the liquidation and partition Estate closed

Succession and Wills Act (Cap 203), s 37

South Africa

Estate dealt with without an executor

Where the estate is below the amount the Minister sets by notice in the Gazette, the Master may dispense with an executor altogether and direct how the estate is to be liquidated and distributed.

Assigned
Master decides the estate falls under the Gazetted amount Estate administration
Starts
Master gives directions in place of appointing an executor Estate administration
Ends
Estate liquidated and distributed as directed Estate closed

Administration of Estates Act 66 of 1965, s 18(3)

Europe

UK — England & Wales

Person paid under the small payments / nomination statutes without a grant

England and Wales has no general small-estate procedure. A list of specific statutes (Administration of Estates (Small Payments) Act 1965, Sch 1) lets certain bodies, such as some friendly and industrial and provident societies and certain public pension and savings schemes, pay up to £5,000 on death without probate to the person who appears entitled or to a nominee. Everything else depends on each institution's own policy.

Assigned
No appointment: the paying body decides to pay under the relevant enactment to the person appearing beneficially entitled, a relative or dependant, or a nominee Deceased
Starts
After death, on the paying body's decision Deceased
Ends
Payment made (one-off) Estate closed

Administration of Estates (Small Payments) Act 1965 s 1 and Sch 1

UK — Northern Ireland

Person receiving a statutory small payment without a grant

Certain bodies can pay up to £20,000 on death without probate or other proof of title, to the person who appears entitled or to a nominee. These include co-operative and community benefit societies, credit unions and some public-sector superannuation schemes. Banks and building societies may also release small sums at their discretion.

Assigned
Death (or earlier nomination by deceased where the scheme allows) Deceased
Starts
Body pays without a grant Deceased
Ends
Payment made Deceased

Administration of Estates (Small Payments) Act (Northern Ireland) 1967 ss 1-2; Administration of Estates (Small Payments) (Increase of Limit) Order (Northern Ireland) 2020 (S.R. 2020/280) art 2

UK — Scotland

Applicant for small estate confirmation

If the whole estate is worth £36,000 or less, the sheriff clerk prepares the inventory and issues confirmation under a simplified procedure. No bond of caution is needed for intestate estates. This is still confirmation, not collection without a grant.

Assigned
After death, the applicant applies to the sheriff clerk of the deceased's domicile Deceased
Starts
On issue of confirmation (same effect as ordinary confirmation) Estate administration
Ends
Estate distributed Estate closed

Intestates Widows and Children (Scotland) Act 1875 s 3; Small Testate Estates (Scotland) Act 1876 s 3; Confirmation to Small Estates (Scotland) Order 2011 (SSI 2011/435) arts 2-3; Scottish Courts and Tribunals Service, 'Guide to dealing with a deceased's estate in Scotland'

UK — Scotland

Person receiving a statutory small payment without confirmation

UK-wide statutes listed in the Administration of Estates (Small Payments) Act 1965 let certain bodies, such as some friendly and industrial and provident societies and public pension schemes, pay up to £5,000 on death without confirmation. Payment goes to the person who appears entitled, or to a nominee. Otherwise, releasing funds without confirmation is at the holder's discretion.

Assigned
Death of the account/benefit holder (or earlier nomination by the deceased where the scheme allows) Deceased
Starts
Payment by the body, at its discretion, without confirmation Deceased
Ends
Payment made (one-off) Deceased

Administration of Estates (Small Payments) Act 1965 ss 1-2 (as modified by SI 1984/539)

North America

Canada — Québec

Heirs liquidating a manifestly solvent succession by agreement

No value threshold applies. If the succession is manifestly solvent, the heirs may agree to liquidate it without following the Code's liquidation rules (inventory, notices, delays). In exchange they become personally liable for the succession's debts even beyond the value of what they receive. This is the closest Québec statutory analogue to a simplified small-estate procedure.

Assigned
All heirs agree to liquidate outside the prescribed rules Deceased
Starts
On the heirs' agreement after the opening of the succession Deceased
Ends
Property distributed and debts paid (the heirs remain liable personally for any unpaid debts) Estate closed

Civil Code of Québec, art 779; Civil Code of Québec, art 613

US — uniform/model law + federal

Successor collecting personal property by small-estate affidavit

For a small estate, a person entitled to the decedent's personal property can collect it by affidavit 30 days after death, without court appointment. Anyone who pays or delivers property to them is protected as if they had dealt with a personal representative.

Assigned
Death; person is a successor entitled to payment or delivery Deceased
Starts
30 days after death, presents affidavit (entire estate net of liens ≤ $25,000; no PR application pending or granted) Deceased
Ends
Property paid/delivered; affiant remains answerable to any PR or person with superior right Estate closed
PR application filed or granted (affidavit condition fails) Estate administration

UPC §3-1201; UPC §3-1202

US — Arizona differs from the US model

Successor collecting personal property by small-estate affidavit

For a small estate, a person entitled to the decedent's personal property can collect it by affidavit 30 days after death, without court appointment. Anyone who pays or delivers property to them is protected as if they had dealt with a personal representative.

Assigned
Death; person is a successor entitled to payment or delivery Deceased
Starts
Wages to a surviving spouse (≤$5,000) at any time after death; personal property (≤$200,000 net) 30 days after death; real property (≤$300,000 net) six months after death by affidavit of succession filed with the court Deceased
Ends
Property paid, delivered or title changed; the rights of heirs and devisees under §14-3901 are unaffected Estate closed

UPC §3-1201; A.R.S. § 14-3971

US — California differs from the US model

Successor collecting personal property by small-estate affidavit

For a small estate, a person entitled to the decedent's personal property can collect it by affidavit 30 days after death, without court appointment. Anyone who pays or delivers property to them is protected as if they had dealt with a personal representative.

Assigned
Successor of decedent signs affidavit or declaration under penalty of perjury Deceased
Starts
40 days have elapsed since death, no administration pending (or PR consents), and gross California real and personal property (excluding §13050 property) is within the cap for the date of death Deceased
Ends
Property collected/transferred; affiant remains answerable to a later-appointed personal representative or persons with superior right Estate closed

Cal. Prob. Code §13101; Cal. Prob. Code §13100; Cal. Prob. Code §13050

US — Colorado differs from the US model

Successor collecting personal property by small-estate affidavit

For a small estate, a person entitled to the decedent's personal property can collect it by affidavit 30 days after death, without court appointment. Anyone who pays or delivers property to them is protected as if they had dealt with a personal representative.

Assigned
Death; person is a successor entitled to payment or delivery Deceased
Starts
30 days after death, presents affidavit (entire estate net of liens ≤ $25,000; no PR application pending or granted) Deceased
Ends
Property paid/delivered; affiant remains answerable to any PR or person with superior right Estate closed
PR application filed or granted (affidavit condition fails) Estate administration

UPC §3-1201; UPC §3-1202

US — Delaware differs from the US model

Successor collecting personal property by small-estate affidavit

For a small estate, a person entitled to the decedent's personal property can collect it by affidavit 30 days after death, without court appointment. Anyone who pays or delivers property to them is protected as if they had dealt with a personal representative.

Assigned
Death; person is a successor entitled to payment or delivery Deceased
Starts
30 days after death, presents affidavit (entire estate net of liens ≤ $25,000; no PR application pending or granted) Deceased
Ends
Property paid/delivered; affiant remains answerable to any PR or person with superior right Estate closed
PR application filed or granted (affidavit condition fails) Estate administration

UPC §3-1201; UPC §3-1202

US — Florida differs from the US model

Successor collecting personal property by small-estate affidavit

For a small estate, a person entitled to the decedent's personal property can collect it by affidavit 30 days after death, without court appointment. Anyone who pays or delivers property to them is protected as if they had dealt with a personal representative.

Assigned
Surviving spouse, else adult child, else adult descendant, else parent, signs sworn affidavit to a financial institution for qualified sole-name accounts totaling no more than $2,000 Deceased
Starts
Financial institution may not pay earlier than 6 months after death Deceased
Ends
Payment made (affiant personally liable to creditors and rightful takers for excess) Estate closed

Fla. Stat. §735.303 (2026); Fla. Stat. §735.303(2) (2026)

US — Idaho differs from the US model

Successor collecting personal property by small-estate affidavit

For a small estate, a person entitled to the decedent's personal property can collect it by affidavit 30 days after death, without court appointment. Anyone who pays or delivers property to them is protected as if they had dealt with a personal representative.

Assigned
Death; person is a successor entitled to payment or delivery Deceased
Starts
30 days after death, the successor presents an affidavit stating that the probate estate, wherever located, less liens and encumbrances, does not exceed $100,000 and that no personal representative has been appointed or applied for Deceased
Ends
Property paid/delivered; affiant remains answerable to any PR or person with superior right Estate closed
PR application filed or granted (affidavit condition fails) Estate administration

UPC §3-1201; Idaho Code § 15-3-1201; UPC §3-1202

US — Illinois differs from the US model

Successor collecting personal property by small-estate affidavit

For a small estate, a person entitled to the decedent's personal property can collect it by affidavit 30 days after death, without court appointment. Anyone who pays or delivers property to them is protected as if they had dealt with a personal representative.

Assigned
Affiant executes statutory small estate affidavit: no letters outstanding or contemplated; personal estate (excluding registered motor vehicles) not over $150,000 Deceased
Starts
30 days after death, presents affidavit (entire estate net of liens ≤ $25,000; no PR application pending or granted) Deceased
Ends
Holder pays or delivers per affidavit; refusal recoverable by civil action Estate closed

755 ILCS 5/25-1; 755 ILCS 5/25-1(a-5)(1); UPC §3-1201; 755 ILCS 5/25-3

US — Indiana differs from the US model

Successor collecting personal property by small-estate affidavit

For a small estate, a person entitled to the decedent's personal property can collect it by affidavit 30 days after death, without court appointment. Anyone who pays or delivers property to them is protected as if they had dealt with a personal representative.

Assigned
A distributee, or someone acting on their behalf, makes the §29-1-8-1(b) affidavit — having first notified every other distributee named in it Deceased
Starts
Forty-five days after the death, on presentation of the affidavit; five days for a motor vehicle or watercraft Deceased
Ends
Delivery or payment of the property; or an application for a personal representative, which the affidavit must swear is not pending Estate administration

Ind. Code § 29-1-8-1

US — Iowa differs from the US model

Successor collecting personal property by small-estate affidavit

For a small estate, a person entitled to the decedent's personal property can collect it by affidavit 30 days after death, without court appointment. Anyone who pays or delivers property to them is protected as if they had dealt with a personal representative.

Assigned
Death; person is a successor entitled to payment or delivery Deceased
Starts
30 days after death, presents affidavit (entire estate net of liens ≤ $25,000; no PR application pending or granted) Deceased
Ends
Property paid/delivered; affiant remains answerable to any PR or person with superior right Estate closed
PR application filed or granted (affidavit condition fails) Estate administration

UPC §3-1201; UPC §3-1202

US — Kansas differs from the US model

Successor collecting personal property by small-estate affidavit

For a small estate, a person entitled to the decedent's personal property can collect it by affidavit 30 days after death, without court appointment. Anyone who pays or delivers property to them is protected as if they had dealt with a personal representative.

Assigned
Death; person is a successor entitled to payment or delivery Deceased
Starts
30 days after death, presents affidavit (entire estate net of liens ≤ $25,000; no PR application pending or granted) Deceased
Ends
Property paid/delivered; affiant remains answerable to any PR or person with superior right Estate closed
PR application filed or granted (affidavit condition fails) Estate administration

UPC §3-1201; UPC §3-1202

US — Kentucky differs from the US model

Successor collecting personal property by small-estate affidavit

For a small estate, a person entitled to the decedent's personal property can collect it by affidavit 30 days after death, without court appointment. Anyone who pays or delivers property to them is protected as if they had dealt with a personal representative.

Assigned
Death; person is a successor entitled to payment or delivery Deceased
Starts
30 days after death, presents affidavit (entire estate net of liens ≤ $25,000; no PR application pending or granted) Deceased
Ends
Property paid/delivered; affiant remains answerable to any PR or person with superior right Estate closed
PR application filed or granted (affidavit condition fails) Estate administration

UPC §3-1201; UPC §3-1202

US — Louisiana differs from the US model

Successor collecting personal property by small-estate affidavit

For a small estate, a person entitled to the decedent's personal property can collect it by affidavit 30 days after death, without court appointment. Anyone who pays or delivers property to them is protected as if they had dealt with a personal representative.

Assigned
Small succession affidavit where the gross value is $200,000 or less, or of any value where death occurred at least twenty years earlier Deceased
Starts
30 days after death, presents affidavit (entire estate net of liens ≤ $25,000; no PR application pending or granted) Deceased
Ends
Property paid/delivered; affiant remains answerable to any PR or person with superior right Estate closed
PR application filed or granted (affidavit condition fails) Estate administration

La. Code Civ. Proc. art. 3421; UPC §3-1201; UPC §3-1202

US — Maine differs from the US model

Successor collecting personal property by small-estate affidavit

For a small estate, a person entitled to the decedent's personal property can collect it by affidavit 30 days after death, without court appointment. Anyone who pays or delivers property to them is protected as if they had dealt with a personal representative.

Assigned
Death; person is a successor entitled to payment or delivery Deceased
Starts
30 days after death, presents an affidavit that the entire estate wherever located, less liens and encumbrances, does not exceed $40,000 as adjusted for inflation, and that no personal representative application is pending or granted Deceased
Ends
Property paid/delivered; affiant remains answerable to any PR or person with superior right Estate closed
PR application filed or granted (affidavit condition fails) Estate administration

UPC §3-1201; Me. Rev. Stat. tit. 18-C, §3-1201; Me. Rev. Stat. tit. 18-C, §1-108; UPC §3-1202

US — Maryland differs from the US model

Successor collecting personal property by small-estate affidavit

For a small estate, a person entitled to the decedent's personal property can collect it by affidavit 30 days after death, without court appointment. Anyone who pays or delivers property to them is protected as if they had dealt with a personal representative.

Assigned
Death; person is a successor entitled to payment or delivery Deceased
Starts
30 days after death, presents affidavit (entire estate net of liens ≤ $25,000; no PR application pending or granted) Deceased
Ends
Property paid/delivered; affiant remains answerable to any PR or person with superior right Estate closed
PR application filed or granted (affidavit condition fails) Estate administration

UPC §3-1201; UPC §3-1202

US — Massachusetts differs from the US model

Successor collecting personal property by small-estate affidavit

For a small estate, a person entitled to the decedent's personal property can collect it by affidavit 30 days after death, without court appointment. Anyone who pays or delivers property to them is protected as if they had dealt with a personal representative.

Assigned
Affidavit filed after 30 days where the estate is entirely personal property not exceeding $25,000, plus a motor vehicle Deceased
Starts
30 days after death, presents affidavit (entire estate net of liens ≤ $25,000; no PR application pending or granted) Deceased
Ends
Property paid/delivered; affiant remains answerable to any PR or person with superior right Estate closed
PR application filed or granted (affidavit condition fails) Estate administration

Mass. Gen. Laws ch. 190B, §3-1201; UPC §3-1201; UPC §3-1202

US — Michigan differs from the US model

Successor collecting personal property by small-estate affidavit

For a small estate, a person entitled to the decedent's personal property can collect it by affidavit 30 days after death, without court appointment. Anyone who pays or delivers property to them is protected as if they had dealt with a personal representative.

Assigned
Successor presents the death certificate and a sworn statement, no earlier than 28 days after death Deceased
Starts
30 days after death, presents affidavit (entire estate net of liens ≤ $25,000; no PR application pending or granted) Deceased
Ends
Property paid/delivered; affiant remains answerable to any PR or person with superior right Estate closed
PR application filed or granted (affidavit condition fails) Estate administration

Mich. Comp. Laws §700.3983; UPC §3-1201; UPC §3-1202

US — Minnesota differs from the US model

Successor collecting personal property by small-estate affidavit

For a small estate, a person entitled to the decedent's personal property can collect it by affidavit 30 days after death, without court appointment. Anyone who pays or delivers property to them is protected as if they had dealt with a personal representative.

Assigned
Death; person is a successor entitled to payment or delivery Deceased
Starts
30 days after death, on a certified death record and an affidavit that the entire probate estate net of liens does not exceed $75,000 — claimable by a successor or by a state or county agency with a §256B.15 medical-assistance claim Deceased
Ends
Property paid/delivered; affiant remains answerable to any PR or person with superior right Estate closed
PR application filed or granted (affidavit condition fails) Estate administration

UPC §3-1201; Minn. Stat. § 524.3-1201; UPC §3-1202

US — Missouri differs from the US model

Successor collecting personal property by small-estate affidavit

For a small estate, a person entitled to the decedent's personal property can collect it by affidavit 30 days after death, without court appointment. Anyone who pays or delivers property to them is protected as if they had dealt with a personal representative.

Assigned
Death; person is a successor entitled to payment or delivery Deceased
Starts
30 days after death, presents affidavit (entire estate net of liens ≤ $25,000; no PR application pending or granted) Deceased
Ends
Property paid/delivered; affiant remains answerable to any PR or person with superior right Estate closed
PR application filed or granted (affidavit condition fails) Estate administration

UPC §3-1201; UPC §3-1202

US — Nebraska differs from the US model

Successor collecting personal property by small-estate affidavit

For a small estate, a person entitled to the decedent's personal property can collect it by affidavit 30 days after death, without court appointment. Anyone who pays or delivers property to them is protected as if they had dealt with a personal representative.

Assigned
Death; person is a successor entitled to payment or delivery Deceased
Starts
30 days after death, presents affidavit (entire estate net of liens ≤ $25,000; no PR application pending or granted) Deceased
Ends
Property paid/delivered; affiant remains answerable to any PR or person with superior right Estate closed
PR application filed or granted (affidavit condition fails) Estate administration

UPC §3-1201; UPC §3-1202

US — New Jersey differs from the US model

Successor collecting personal property by small-estate affidavit

For a small estate, a person entitled to the decedent's personal property can collect it by affidavit 30 days after death, without court appointment. Anyone who pays or delivers property to them is protected as if they had dealt with a personal representative.

Assigned
Affidavit executed before the county surrogate or the Superior Court; the threshold and conditions depend on whether a spouse or partner survives Deceased
Starts
30 days after death, presents affidavit (entire estate net of liens ≤ $25,000; no PR application pending or granted) Deceased
Ends
Property paid/delivered; affiant remains answerable to any PR or person with superior right Estate closed
PR application filed or granted (affidavit condition fails) Estate administration

N.J. Stat. §3B:10-3; N.J. Stat. §3B:10-4; UPC §3-1201; UPC §3-1202

US — New York differs from the US model

Successor collecting personal property by small-estate affidavit

For a small estate, a person entitled to the decedent's personal property can collect it by affidavit 30 days after death, without court appointment. Anyone who pays or delivers property to them is protected as if they had dealt with a personal representative.

Assigned
Eligible person (spouse; adult distributee relatives; guardian of distributee; county chief fiscal officer; named executor if testate) files affidavit and death certificate with Surrogate's Court Deceased
Starts
No waiting period after death; authority evidenced by short certificate. Personal property gross value $50,000 or less (excluding EPTL 5-3.1(a) set-off) Deceased
Ends
Appointment and qualification of another fiduciary (voluntary administrator's powers cease) Estate administration

N.Y. Surr. Ct. Proc. Act §1303; N.Y. Surr. Ct. Proc. Act §1304; N.Y. Surr. Ct. Proc. Act §1301; N.Y. Surr. Ct. Proc. Act §1306

US — North Carolina differs from the US model

Successor collecting personal property by small-estate affidavit

For a small estate, a person entitled to the decedent's personal property can collect it by affidavit 30 days after death, without court appointment. Anyone who pays or delivers property to them is protected as if they had dealt with a personal representative.

Assigned
Death; person is a successor entitled to payment or delivery Deceased
Starts
30 days after death, where intestate personal property net of liens does not exceed $20,000 Deceased
Ends
Property paid/delivered; affiant remains answerable to any PR or person with superior right Estate closed
PR application filed or granted (affidavit condition fails) Estate administration

UPC §3-1201; N.C. Gen. Stat. §28A-25-1; UPC §3-1202

US — Ohio differs from the US model

Successor collecting personal property by small-estate affidavit

For a small estate, a person entitled to the decedent's personal property can collect it by affidavit 30 days after death, without court appointment. Anyone who pays or delivers property to them is protected as if they had dealt with a personal representative.

Assigned
Death; person is a successor entitled to payment or delivery Deceased
Starts
Probate court orders the estate released from administration Estate administration
Ends
Property paid/delivered; affiant remains answerable to any PR or person with superior right Estate closed
PR application filed or granted (affidavit condition fails) Estate administration

UPC §3-1201; Ohio Rev. Code §2113.03; UPC §3-1202

US — Oklahoma differs from the US model

Successor collecting personal property by small-estate affidavit

For a small estate, a person entitled to the decedent's personal property can collect it by affidavit 30 days after death, without court appointment. Anyone who pays or delivers property to them is protected as if they had dealt with a personal representative.

Assigned
Death; person is a successor entitled to payment or delivery Deceased
Starts
30 days after death, presents affidavit (entire estate net of liens ≤ $25,000; no PR application pending or granted) Deceased
Ends
Property paid/delivered; affiant remains answerable to any PR or person with superior right Estate closed
PR application filed or granted (affidavit condition fails) Estate administration

UPC §3-1201; UPC §3-1202

US — Pennsylvania differs from the US model

Successor collecting personal property by small-estate affidavit

For a small estate, a person entitled to the decedent's personal property can collect it by affidavit 30 days after death, without court appointment. Anyone who pays or delivers property to them is protected as if they had dealt with a personal representative.

Assigned
Any party in interest petitions the orphans' court division where gross personal property does not exceed $50,000 Deceased
Starts
Court directs distribution, in its discretion, whether or not letters have issued or a will has been probated Estate administration
Ends
Property paid/delivered; affiant remains answerable to any PR or person with superior right Estate closed
PR application filed or granted (affidavit condition fails) Estate administration

20 Pa.C.S. §3102; UPC §3-1202; UPC §3-1201

US — Texas differs from the US model

Successor collecting personal property by small-estate affidavit

For a small estate, a person entitled to the decedent's personal property can collect it by affidavit 30 days after death, without court appointment. Anyone who pays or delivers property to them is protected as if they had dealt with a personal representative.

Assigned
All capable distributees and two disinterested witnesses swear to affidavit listing assets, liabilities and heirship facts Deceased
Starts
Decedent died intestate, 30 days have elapsed, no PR petition pending or granted, non-exempt assets (excluding homestead and exempt property) do not exceed $75,000, and the judge approves the filed affidavit Deceased
Ends
Assets delivered; distributees remain accountable to later-appointed PR and to persons with prior rights Estate closed

Tex. Est. Code §205.002; Tex. Est. Code §205.001; Tex. Est. Code §205.007

US — Utah differs from the US model

Successor collecting personal property by small-estate affidavit

For a small estate, a person entitled to the decedent's personal property can collect it by affidavit 30 days after death, without court appointment. Anyone who pays or delivers property to them is protected as if they had dealt with a personal representative.

Assigned
Death; person is a successor entitled to payment or delivery Deceased
Starts
30 days after death, presents affidavit (entire estate net of liens ≤ $25,000; no PR application pending or granted) Deceased
Ends
Property paid/delivered; affiant remains answerable to any PR or person with superior right Estate closed
PR application filed or granted (affidavit condition fails) Estate administration

UPC §3-1201; UPC §3-1202

US — Virginia differs from the US model

Successor collecting personal property by small-estate affidavit

For a small estate, a person entitled to the decedent's personal property can collect it by affidavit 30 days after death, without court appointment. Anyone who pays or delivers property to them is protected as if they had dealt with a personal representative.

Assigned
Death; person is a successor entitled to payment or delivery Deceased
Starts
30 days after death, presents affidavit (entire estate net of liens ≤ $25,000; no PR application pending or granted) Deceased
Ends
Property paid/delivered; affiant remains answerable to any PR or person with superior right Estate closed
PR application filed or granted (affidavit condition fails) Estate administration

UPC §3-1201; UPC §3-1202

US — Washington differs from the US model

Successor collecting personal property by small-estate affidavit

For a small estate, a person entitled to the decedent's personal property can collect it by affidavit 30 days after death, without court appointment. Anyone who pays or delivers property to them is protected as if they had dealt with a personal representative.

Assigned
Death; person is a successor entitled to payment or delivery Deceased
Starts
40 days after death, where probate assets net of liens do not exceed $100,000 Deceased
Ends
Property paid/delivered; affiant remains answerable to any PR or person with superior right Estate closed
PR application filed or granted (affidavit condition fails) Estate administration

UPC §3-1201; Wash. Rev. Code §11.62.010; UPC §3-1202

US — West Virginia differs from the US model

Successor collecting personal property by small-estate affidavit

For a small estate, a person entitled to the decedent's personal property can collect it by affidavit 30 days after death, without court appointment. Anyone who pays or delivers property to them is protected as if they had dealt with a personal representative.

Assigned
Death; person is a successor entitled to payment or delivery Deceased
Starts
30 days after death, presents affidavit (entire estate net of liens ≤ $25,000; no PR application pending or granted) Deceased
Ends
Property paid/delivered; affiant remains answerable to any PR or person with superior right Estate closed
PR application filed or granted (affidavit condition fails) Estate administration

UPC §3-1201; UPC §3-1202

Oceania

Australia — New South Wales

NSW Trustee administering a small estate without a grant

NSW has no general affidavit procedure that lets family collect a small estate without a grant. Only the NSW Trustee has statutory small-estate powers: it may file an election to administer instead of seeking a grant, deal with an estate as if it held a grant after giving notice, or pay small sums it owes to a deceased person without administration. All thresholds are 'prescribed by the regulations'. Private institutions' release-without-probate thresholds are their own policy.

Assigned
Automatic statutory capacity of the NSW Trustee when estate value is below the prescribed amount Deceased
Starts
On filing an election in the Supreme Court registry (s 26), or on giving notice under the regulations (s 31), where no grant has been sought Estate administration
Ends
NSW Trustee learns gross value exceeds the prescribed amount and files notice; it may not continue under the election Estate administration
Estate administered Estate closed

NSW Trustee and Guardian Act 2009 (NSW) ss 26, 28 (Part 3.2 Div 1); NSW Trustee and Guardian Act 2009 (NSW) s 31 (Part 3.2 Div 2)

Australia — Victoria

Recipient of a small estate payment without a grant

A person holding money or personal property of a deceased person worth no more than the threshold amount may pay or transfer it without asking for a grant. The recipient may be the surviving spouse or domestic partner, a child, or any other person who appears to be entitled. The threshold is $25,000 or a higher CPI-indexed amount declared each year: $34,310 from 1 July 2026. The holder decides whether to pay. The recipient is not appointed and gets no power over the rest of the estate.

Assigned
No appointment. The holder chooses to pay a person who has legal capacity and appears to be entitled. Deceased
Starts
On payment or transfer after death Deceased
Ends
Payment made. The recipient stays answerable to anyone with a claim against the estate. Estate closed

Administration and Probate Act 1958 (Vic) s 31A; Administration and Probate Act 1958 (Vic) s 31B; Victoria Government Gazette No G 26, 25 June 2026, p 1490: Declaration under s 31B(4) and Notice under s 71(1E), Administration and Probate Act 1958 (Vic)

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