Document pack
Utah Executor and Estate Kit: the $100,000 Small Estate Route After 30 Days, First Month Checklist and Estate Ledger
Utah, from the official pages: The entire estate under $100,000. The affidavit can't transfer real property; vehicles and boats have a separate motor vehicle affidavit.
$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 Utah. Handed to the bank or other holder. Not filed with the court; given directly to the bank or other holder.
Not the right fit if
The person didn't live in or own property in Utah, 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: Utah State Courts: Small estates self-help; Utah State Courts: Small Estate Affidavit form (PDF); Utah Code Title 75, Chapter 2, Part 5, Wills (Utah Legislature).
- 1 fact isn't stated on those pages, so the kit says so and links where to check.
What is inside
- Utah small estate route. The entire estate under $100,000. The affidavit can't transfer real property; vehicles and boats have a separate motor vehicle affidavit. Real estate isn't counted, and the affidavit doesn't transfer it; it needs its own route. 30 days. At least 30 days after the death. Signed before a notary. The successor signs the affidavit in front of a notary. Handed to the bank or other holder. Not filed with the court; given directly to the bank or other holder. Small Estate Affidavit. Utah State Courts form; vehicles use the DMV Survivorship Affidavit (TC-569C).
- How a Utah will had to be signed. Two witnesses, each signing within a reasonable time after seeing the signing or the acknowledgment. Allowed. The witnesses' affidavits are made before an officer authorized to administer oaths. Recognized if the signature and the material parts are in the testator's handwriting. A witness who is interested doesn't make the will or any part of it invalid.
- Utah estate ledger (Excel). Assets, debts, payments and distributions; it compares the countable assets with $100,000, dates day 30 after the death and leaves real estate out of the count.
- 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 Utah. simplified court procedure: check Utah State Courts: Small estates self-help.
A look inside
The first pages, as you will get them
Get it
Utah 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 Utah small estate route, and the Utah estate ledger in Excel, by email link after payment.
What is the small estate limit in Utah?
The entire estate under $100,000. The affidavit can't transfer real property; vehicles and boats have a separate motor vehicle affidavit. Real estate: Real estate isn't counted, and the affidavit doesn't transfer it; it needs its own route.
When and how is the Utah small estate paperwork signed?
Wait: 30 days. At least 30 days after the death. Signing: Signed before a notary. The successor signs the affidavit in front of a notary.
Where does it go in Utah?
Handed to the bank or other holder. Not filed with the court; given directly to the bank or other holder. Form: Small Estate Affidavit. Utah State Courts form; vehicles use the DMV Survivorship Affidavit (TC-569C).
What did a Utah will need to be accepted?
Two witnesses, each signing within a reasonable time after seeing the signing or the acknowledgment. Self-proving affidavit: Allowed. The witnesses' affidavits are 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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