Laws
- Maximum Estate Value: $37,075 (adjusts annually according to Consumer Price Index)[1]
- Mandatory Waiting Period: None; can be filed immediately after death
- Where to File: Probate Court[2]
How to File a Small Estate Affidavit
Step 1 – Confirm Eligibility
The small estate process applies only if all of the following conditions are met[3]:
- The estate’s value does not exceed the state maximum
- The decedent was an Alabama resident at the time of death
- No petition for appointment of a personal representative has been filed or granted
- All claims against the decedent have been paid or arranged to be paid
- Funeral expenses have been paid or arranged to be paid
- The decedent owned no real property at the time of death
Step 2 – File Petition
An heir or other person entitled to inherit property must file a Petition for Summary Distribution with the probate court in the county where the decedent resided at death.
Along with the Petition, the probate court requires a copy of the death certificate and payment for the $50 filing fee (actual costs may vary depending on local court rules).
Step 3 – Publish Notice
Notice of the filing of the Petition must be published once in a local newspaper, or if there is no newspaper, posted at the county courthouse for one week.[4]
The petitioner must also send a Notice of Probate to the Alabama Medicaid Agency via certified mail, and then deliver an Affidavit of Certified Mailing to the probate court.[5]
Step 4 – Distribute Estate
A summary distribution hearing will be held at least 30 days after notice is published and delivered to the Alabama Medicaid Agency.[6] If the judge grants approval at the hearing, they will sign an order giving the distributees permission to distribute the assets and settle the estate.