How to Transfer Property Using Transfer by Affidavit

These are step-by-step instructions to help you distribute property from a decedent’s estate using an Affidavit of Decedent’s Successor for Delivery of Certain Assets Owned by Decedent. It is best to read them all the way through before starting. Keep a copy of everything you file for your records.

You must wait 28 days after the decedent’s death to use the transfer by affidavit procedure.

Use the Do-It-Yourself Settling a Small Estate tool to fill out affidavit. Sign the affidavit in front of a notary. There are notaries at many banks or credit unions. If you need more expanded hours, many copy and print shops also have notaries available. Whatever option you choose, call first to make sure someone will be there when you go. Most notaries charge a small fee. You will need to show the notary a photo ID, such as a driver’s license or state ID card.

You will get a "Testimony to Identify Heirs" form when you complete the Do-It-Yourself Settling a Small Estate tool. This form shows you who should inherit property from the decedent’s estate. This form is for your reference only. You do not have to notarize this form because you are not filing it with the court, and you will not use it to get property from people or organizations holding some of the decedent’s property.