Affidavit For Collection of Personal Property

This signed and notarized document, also referred to as a small estate affidavit, gives the person or persons with the legal right to inherit the property the ability to collect it without going to probate court. The value of the estate must be less than $150,000.00. Some of the property that belonged to the decedent might not be included in determining the estate value. Please read the probate code to determine what property should be excluded. This document cannot be used sooner than 40 days from the date of death. A certified death certificate must be attached for it to be effective. For more detailed information, you can visit California Court’s Website here.

The Process for an Affidavit For Collection of Personal Property

We can prepare your affidavit in our office while you wait. Just bring us the information for the property to be transferred, such as a bank statement or stock certificates. We also need a certified death certificate and your valid identification for our notary service. Your affidavit will be prepared professionally, accurately and quickly. Upon completion, you are ready to present it to the institution for collection.

Our Approach to Affidavit Preparation – Fast and Accurate

Our team can schedule appointments the same or next day to prepare your documents. Others will be ready within days for signing. Many appointments are as simple as obtaining information and then preparing the documents. Sometime services can be completed in less than 30 minutes. We are bonded and registered as required by California Business & Professions Code §6400. Click here to read the Code which pertains to the requirements of the Legal Document Assistance Profession. We offer flat flee, upfront prices so you never have any surprises. Your affidavit will be prepared by an honest, professional and legitimate business. BEWARE of businesses that don’t comply with the law.

Our Affidavit Preparation is Complete From Start To Finish

Our Affidavit Preparation is Full Service. If you are unable to come into our office, we will refer a mobile notary service. Don’t waste time and money finding and completing affidavits incorrectly when we can handle it all. Our team understands the importance of your time.

  • Bonded and registered as required by California Business & Professions Code §6400
  • Preparing probate documents since 1996
  • Most of our business comes to us through referrals from our satisfied clients
  • Flat fee & clear upfront pricing mean no surprises
  • Same & Next Day Appointments Available
  • The Most 5 Star Reviews in the Local Industry

What Our Clients Say

What I received in professionalism and human kindness I would have gladly paid twice the amount I paid for Annette and her staff’s Services.
V. Murray, Highland, CA

Annette, Thanks so much for all the direction provided… You’ve been a godsend, and we’ll be forever grateful. With great appreciation
D &B Palmer, Riverside, CA

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Have More Questions?

We are happy to answer your questions regarding any of our services.

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