---
title: "Utah Executor and Estate Kit | MCC Solutions"
description: "Utah executor kit: first 30 days, under $100,000 small estate limit, 30-day wait, notarized affidavit, letters and an Excel estate ledger."
url: "https://mcc-solutionsnj.com/toolkits/ut-executor-kit"
---

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

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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); Nolo (secondary source): Probate Shortcuts in Utah (Nolo, updated October 2024); Utah Code Title 75, Chapter 2, Part 5, Wills (Utah Legislature); Utah Code Title 75, Chapter 2, Part 14, Uniform Electronic Wills Act (Utah Legislature).
- All 11 Utah facts are confirmed: on an official page, or where none could be read, on a vetted secondary source marked as such.

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). Summary administration (Utah Code 75-3-1203): A court procedure for a personal representative when the estate, less liens and encumbrances, is no more than the homestead allowance, exempt property, family allowance, administration and funeral costs and last-illness medical expenses; no creditor notice is needed before distribution (Nolo's summary).
- **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.

A look inside

## The first pages, as you will get them

[![Page 1 of the Start Here (Utah Executor and Estate Kit)](/img/toolkits/ut-executor-kit/doc-1.webp)](/img/toolkits/ut-executor-kit/doc-1.webp)

First page of Start Here

[![Page 1 of the First 30 Days Checklist (Utah Executor and Estate Kit)](/img/toolkits/ut-executor-kit/doc-2.webp)](/img/toolkits/ut-executor-kit/doc-2.webp)

First page of First 30 Days Checklist

Get it

## Utah Executor and Estate Kit

Or pay with PayPal

Uses the email and terms box above. You get the same download link by email.

ZIP code (for sales tax)

Want every toolkit? The [toolkit membership](/membership) includes all of them, with a lower rate if you pay yearly.

Get every update for a year, $29: the [Yearly Updates Pass](/updates-pass?kit=ut-executor-kit) gives you each refreshed edition we release of the kits you own. One payment, no automatic renewal.

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

This kit

**$25 one time**

UT Executor and Estate Kit.

Buy this kit

Membership

**$29 a month**

Every kit and document pack in the store, including new ones. Cancel any time.

[See the membership](/membership)

Questions

## 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.

Free sample

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[See every toolkit and document pack](/toolkits/all)

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