Colorado Executor and Estate Kit: the $82,000 Small Estate Route After 10 Days, First Month Checklist and Estate Ledger

Who it is for

Whoever is settling the estate of someone who lived in Colorado. Handed to the bank or other holder. Presented to whoever is paying or delivering the property, who is then discharged as if dealing with a personal representative.

Not the right fit if

The person didn't live in or own property in Colorado, or a will contest or family dispute means you need an estate attorney. Not a form preparation or legal service.

Why it is different

• Sources, checked November 2026: Colorado Judicial Branch form JDF 999, Collection of Personal Property by Affidavit (rev. March 5, 2024); Colorado Judicial Branch: Collection of Personal Property by Affidavit (form page).
• 5 facts aren't stated on those pages, so the kit says so and links where to check.

What is inside

• Colorado small estate route. Fair market value of everything the person owned, less liens and encumbrances, by year of death: $82,000 for 2024, $80,000 for 2023, $74,000 for 2022, $70,000 for 2020 and 2021, $68,000 for 2019, $66,000 for 2017 and 2018. The form we read stops at 2024. It can't transfer real estate. Real estate isn't counted, and the affidavit doesn't transfer it; it needs its own route. 10 days. At least 10 days after the death. Signed before a notary. Sworn before a notary public or a deputy clerk. Handed to the bank or other holder. Presented to whoever is paying or delivering the property, who is then discharged as if dealing with a personal representative. JDF 999, Collection of Personal Property by Affidavit. The Judicial Branch's statewide form, revised March 5, 2024.
• Colorado estate ledger (Excel). Assets, debts, payments and distributions; it compares the countable assets with $82,000, picking the figure for the date of death, dates day 10 after the death and leaves real estate out of the count.
• First 30 days, tracker and letters. The first month in order with day 10 marked, a documents and accounts tracker, and plain letters to a bank, a utility and Social Security.
• Still to confirm in Colorado. simplified court procedure: check Colorado Judicial Branch form JDF 999, Collection of Personal Property by Affidavit (rev. March 5, 2024); witnesses the will needed, self-proving affidavit, if the will is handwritten, a witness who inherits: check HB21-1004, Colorado Uniform Electronic Wills Act (Colorado General Assembly).