Alabama Small Estate Affidavit Form

An Alabama small estate affidavit allows an heir or beneficiary to claim personal property from a decedent’s estate without going through the usual probate process. Officially called the “Petition for Summary Distribution,” the form offers a faster and less expensive alternative to full probate, but it may only be used if the estate’s value is below Alabama’s small estate limit.

Alabama Small Estate Affidavit Form

Last updated November 25th, 2025

An Alabama small estate affidavit allows an heir or beneficiary to claim personal property from a decedent’s estate without going through the usual probate process. Officially called the “Petition for Summary Distribution,” the form offers a faster and less expensive alternative to full probate, but it may only be used if the estate’s value is below Alabama’s small estate limit.

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.