Document pack
District of Columbia Executor and Estate Kit: the $40,000 Small Estate Route, First Month Checklist and Estate Ledger
DC, from the official pages: All assets subject to administration in DC worth $40,000 or less (the figure in effect since April 27, 2001).
$25 one time · 14-day full refund · Word and PDF · download link by email
Who it is for
Whoever is settling the estate of someone who lived in District of Columbia. Through a court office. Filed with the Register of Wills, Probate Division of DC Superior Court, in person or by mail.
Not the right fit if
The person didn't live in or own property in District of Columbia, 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: DC Superior Court Probate Division: Filing for the administration of a small estate (SEB) brochure (PDF); D.C. Code 18-103, Execution of written will; attestation (DC Council).
- 5 facts aren't stated on those pages, so the kit says so and links where to check.
What is inside
- DC small estate route. All assets subject to administration in DC worth $40,000 or less (the figure in effect since April 27, 2001). It depends on the route. The petition is declared under penalty of law; an affidavit about personal effects, if any, must be notarized. Through a court office. Filed with the Register of Wills, Probate Division of DC Superior Court, in person or by mail. Petition for Administration of Small Estate. Filed with Forms 26 and 27 and a court cost of up to $150 (for $25,000.01 to $40,000). Small estate administration (SEB): A short court proceeding that appoints a personal representative, with notice to creditors and unknown heirs. The surviving spouse or registered domestic partner is high in the priority list to serve.
- How a DC will had to be signed. Two or more credible witnesses, who attest in the testator's presence.
- DC estate ledger (Excel). Assets, debts, payments and distributions; it compares the countable assets with $40,000 and marks real estate to ask the court about.
- First 30 days, tracker and letters. The first month in order, a documents and accounts tracker, and plain letters to a bank, a utility and Social Security.
- Still to confirm in DC. real estate, waiting period after the death: check DC Superior Court Probate Division: Filing for the administration of a small estate (SEB) brochure (PDF); self-proving affidavit, if the will is handwritten, a witness who inherits: check D.C. Code 18-103, Execution of written will; attestation (DC Council).
A look inside
The first pages, as you will get them
Get it
District of Columbia Executor and Estate Kit
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Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. Not legal, tax or financial advice. An estate attorney or the county probate/surrogate office answers questions about your situation. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
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Just this kit, or more
Membership
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Common questions
What's in the download?
Five Word and PDF documents, including the DC small estate route, and the DC estate ledger in Excel, by email link after payment.
What is the small estate limit in the District of Columbia?
All assets subject to administration in DC worth $40,000 or less (the figure in effect since April 27, 2001).
When and how is the DC small estate paperwork signed?
Signing: It depends on the route. The petition is declared under penalty of law; an affidavit about personal effects, if any, must be notarized.
Where does it go in the District of Columbia?
Through a court office. Filed with the Register of Wills, Probate Division of DC Superior Court, in person or by mail. Form: Petition for Administration of Small Estate. Filed with Forms 26 and 27 and a court cost of up to $150 (for $25,000.01 to $40,000).
What did a DC will need to be accepted?
Two or more credible witnesses, who attest in the testator's presence.
Is this legal advice?
No. An estate attorney or the county probate/surrogate office answers questions about your situation.
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