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Small Estate Affidavit Ohio Form

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What is the Small Estate Affidavit Ohio

The Small Estate Affidavit in Ohio is a legal document that allows individuals to claim assets of a deceased person without going through the lengthy probate process. This affidavit is typically used when the total value of the estate is below a certain threshold, which is currently set at $35,000 for individuals who do not have a surviving spouse. It simplifies the transfer of property, making it easier for heirs to access what they are entitled to after a loved one's passing.

How to Use the Small Estate Affidavit Ohio

To use the Small Estate Affidavit in Ohio, the claimant must complete the affidavit form, providing necessary details about the deceased, including their name, date of death, and a list of assets. The affidavit must be signed in the presence of a notary public. Once completed, it can be submitted to the institutions holding the deceased's assets, such as banks or financial institutions, to facilitate the transfer of ownership.

Steps to Complete the Small Estate Affidavit Ohio

Completing the Small Estate Affidavit involves several key steps:

Gather necessary information about the deceased, including their full name, date of death, and a list of assets.
Obtain the Small Estate Affidavit form from a reliable source or legal professional.
Fill out the form accurately, ensuring all required fields are completed.
Have the affidavit notarized to validate the signature.
Submit the completed affidavit to the relevant institutions to claim the assets.

Key Elements of the Small Estate Affidavit Ohio

The Small Estate Affidavit must include several essential elements to be valid:

The name and address of the affiant (the person making the affidavit).
The name of the deceased and their date of death.
A declaration that the total value of the estate is within the allowable limit.
A list of the assets being claimed.
The signatures of the affiant and a notary public.

Required Documents

When preparing to file a Small Estate Affidavit in Ohio, certain documents are required:

The completed Small Estate Affidavit form.
A copy of the deceased's death certificate.
Documentation proving the value of the assets being claimed.
Any relevant identification for the affiant.

Eligibility Criteria

To be eligible to use the Small Estate Affidavit in Ohio, the following criteria must be met:

The total value of the estate must not exceed $35,000.
The deceased must not have a surviving spouse.
The affiant must be an heir or a person entitled to the assets of the estate.

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