[WSBAPT] Small Estate Affidavit

[Lovie Bernardi]

Thanks! I did not initially think it was filed with the court, but I ran into forms that indicated otherwise.

Lovie

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Sara Longley
Sent: Friday, January 21, 2022 12:24 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Small Estate Affidavit

The Small Estate Affidavit is not filed with the court.  It is an affidavit for the heirs/beneficiaries to use in claiming assets held by financial institutions without the formality of probate, so the court system is not involved.

I am attaching a sample affidavit with ancillary documents that I downloaded a while back.  I hope it works for you!

Best,
Sara Longley


Sara D. Longley
Senior Attorney
Ivy Law Group, PLLC
1734 NW Market Street
Seattle, WA 98107
Phone: (206) 706-2909
sara at ivylawgroup.com<mailto:sara at ivylawgroup.com>
Pronouns: she, her, hers

[cid:image001.jpg at 01D80EC4.DA788520]

From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Lovie Bernardi
Sent: Friday, January 21, 2022 12:15 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Small Estate Affidavit

Dear listmates,

Do you file the original small estate affidavit with the court and then provide a copy to the financial institution? I know that DSHS receives a copy. Does anyone happen to have a small estate affidavit in a Word document that they'd be willing to share? The one I found online has formatting issues. Thanks!

Lovie

Lovie L. Bernardi
Flaherty & Bernardi, PLLC
3600 15th Avenue West #205
Seattle, WA  98119
(206) 682-2616

lovie at fb-lawfirm.com<mailto:joni at sbfirm.com>
http://fb-lawfirm.com<http://sbfirm.com/>

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