Document pack
New Mexico Executor and Estate Kit: the $50,000 Small Estate Route After 30 Days, First Month Checklist and Estate Ledger
New Mexico, from the official pages: An estate totaling less than $50,000 with no real property.
$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 New Mexico. Handed to the bank or other holder. Presented to whoever holds the property.
Not the right fit if
The person didn't live in or own property in New Mexico, 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: New Mexico Courts Self-Representation: Probate; NMSA 1978 Chapter 45, Uniform Probate Code, unannotated (New Mexico Compilation Commission, NMOneSource).
- 1 fact isn't stated on those pages, so the kit says so and links where to check.
What is inside
- New Mexico small estate route. An estate totaling less than $50,000 with no real property. Real estate in the person's name alone takes the estate out of this procedure. 30 days. At least 30 days after the death, with no application for a personal representative. Signed before a notary. Signed by the person entitled to the property and notarized. Handed to the bank or other holder. Presented to whoever holds the property. Affidavit of surviving spouse (primary residence): The residence can pass to the surviving spouse without probate when its assessed value is no more than $500,000 and at least 6 months have passed; notarized and filed with the county clerk. A primary residence assessed at $500,000 or less can pass to the surviving spouse by affidavit after 6 months.
- How a New Mexico will had to be signed. At least two witnesses, who sign in the presence of the testator and of each other. Allowed. The testator's acknowledgment and the witnesses' affidavits are each made before an officer authorized to administer oaths. Not recognized: the probate code's definition of a will excludes a holographic will. A will, or any part of it, isn't invalid because an interested witness signed it.
- New Mexico estate ledger (Excel). Assets, debts, payments and distributions; it compares the countable assets with $50,000, dates day 30 after the death and flags real estate in the person's name alone, which rules the route out.
- First 30 days, tracker and letters. The first month in order with day 30 marked, a documents and accounts tracker, and plain letters to a bank, a utility and Social Security.
- Still to confirm in New Mexico. official form: check New Mexico Courts Self-Representation: Probate.
A look inside
The first pages, as you will get them
Get it
New Mexico 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.
Ways to get it
Just this kit, or more
Membership
$29 a month
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Common questions
What's in the download?
Five Word and PDF documents, including the New Mexico small estate route, and the New Mexico estate ledger in Excel, by email link after payment.
What is the small estate limit in New Mexico?
An estate totaling less than $50,000 with no real property. Real estate: Real estate in the person's name alone takes the estate out of this procedure.
When and how is the New Mexico small estate paperwork signed?
Wait: 30 days. At least 30 days after the death, with no application for a personal representative. Signing: Signed before a notary. Signed by the person entitled to the property and notarized.
Where does it go in New Mexico?
Handed to the bank or other holder. Presented to whoever holds the property.
What did a New Mexico will need to be accepted?
At least two witnesses, who sign in the presence of the testator and of each other. Self-proving affidavit: Allowed. The testator's acknowledgment and the witnesses' affidavits are each made before an officer authorized to administer oaths.
Is this legal advice?
No. An estate attorney or the county probate/surrogate office answers questions about your situation.
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