Decedent details
Full legal name, date of death, last residence, and identifying numbers where applicable to confirm identity.
Use PR-1808 to document authority and simplify access to estate assets without full probate, reducing administrative delay and paperwork.
Typical preparers and recipients range from family members to estate professionals who need to transfer assets quickly.
Keep copies for the estate file and share with all involved parties to reduce follow-up requests or delays.
Full legal name, date of death, last residence, and identifying numbers where applicable to confirm identity.
Name, contact information, relationship to decedent, and statement of authority or appointment as informal administrator.
Names and relationships of heirs, with contact details and the share or nature of distributions if known.
Concise list of bank accounts, real property, vehicles, and other assets with account numbers or parcel IDs as available.
Known debts, mortgage status, and whether claims have been notified or are pending collection actions.
Death certificate, affidavits, beneficiary designations, and deeds or account statements that corroborate the statement.
| Field validation | Require key fields and set MM/DD/YYYY format |
|---|---|
| Signer authentication | Choose email, SMS code, or KBA per recipient |
| Template reuse | Save as a template for subsequent estates |
| Reminders | Enable automated email reminders for signers |
| Storage | Save signed PDF with audit trail |
Use an e-submission method that preserves the signed record, supports common formats, and meets applicable authentication rules.
Banks may release small amounts on presentation
Follow state notice windows and verification steps
File only if jurisdictional rules require it
Estate and decedent tax deadlines differ by filing type
Keep signed copies until estate closure
| Document Type | Small Estate Affidavit | Affidavit of Heirship | PR-1808 Statement |
|---|---|---|---|
| When used | small-value estates | establish heirs | informal administration summary |
| Court filing required | sometimes | rarely | varies by jurisdiction |
| Typical proof required | death cert + account info | genealogy evidence | death cert + asset list |
| Used for real property | limited | possible | depends on local law |
| 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 | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Depends on plan/BAA | Depends on plan/BAA | Depends on plan | Depends on plan |