Decedent identity
Full legal name, dates, last address to avoid ambiguity in records and title transfers.
A properly completed affidavit provides a streamlined, lower-cost path to transfer assets and close accounts without full probate.
Consult county court clerk guidance or legal counsel when eligibility, creditor notice, or title issues are unclear.
Full legal name, dates, last address to avoid ambiguity in records and title transfers.
Itemized estimate of assets claimed to determine eligibility for small estate procedures.
Names, relationships, and contact information for those entitled to receive assets.
Sworn affirmation by the affiant about facts and absence of pending administration.
Certified death certificate and account statements or deeds that substantiate claimed assets.
Notary acknowledgement and any required witness signatures per local rules.
| Field | Configuration |
|---|---|
| Required Fields | Decedent name | Date of death | Affiant info |
| Signer Auth | Email + SMS code or stronger KBA |
| Notarization | In-person notary or approved RON workflow |
| Storage | Tamper-evident PDF with audit trail |
Ensure the provider supports retention, export, and the compliance standards your institution requires before eSubmission.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | Yes, 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
A surviving spouse needs to collect bank accounts after a death
Adult children must transfer a vehicle title after a parent’s death