Virginia Executor and Estate Kit: the $75,000 Small Estate Route After 60 Days, First Month Checklist and Estate Ledger

Who it is for

Whoever is settling the estate of someone who lived in Virginia. Handed to the bank or other holder. Presented to whoever holds the asset; the statute doesn't require a court filing.

Not the right fit if

The person didn't live in or own property in Virginia, 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: Va. Code 64.2-601, Payment or delivery of small asset by affidavit (Virginia Law); Supreme Court of Virginia form CC-1685, Small Estate Affidavit, instructions (rev. 07/26); Code of Virginia Title 64.2, Chapter 4, Wills.
• 2 facts aren't stated on those pages, so the kit says so and links where to check.

What is inside

• Virginia small estate route. The entire personal probate estate, wherever located, worth no more than $75,000 at the date of death (section most recently amended by 2026 Acts, c. 40). 60 days. At least 60 days after the death. Signed before a notary. Every successor's signature must be notarized. Handed to the bank or other holder. Presented to whoever holds the asset; the statute doesn't require a court filing. CC-1685, Small Estate Affidavit. Prepared by the Office of the Executive Secretary of the Supreme Court of Virginia and signed by all known successors. Payment of a small asset of $35,000 or less without affidavit (64.2-602): A holder may pay a small asset of $35,000 or less to a successor without the affidavit, once 60 days have passed and no personal representative is sought.
• How a Virginia will had to be signed. Two witnesses who are present at the same time, for any will not wholly in the testator's handwriting. Allowed, before an officer authorized to administer oaths under Virginia law. Recognized if wholly in the testator's handwriting and signed. At probate, two disinterested witnesses must prove the handwriting.
• Virginia estate ledger (Excel). Assets, debts, payments and distributions; it compares the countable assets with $75,000, dates day 60 after the death and marks real estate to ask the court about.
• First 30 days, tracker and letters. The first month in order with day 60 marked, a documents and accounts tracker, and plain letters to a bank, a utility and Social Security.
• Still to confirm in Virginia. real estate: check Va. Code 64.2-601, Payment or delivery of small asset by affidavit (Virginia Law); a witness who inherits: check Code of Virginia Title 64.2, Chapter 4, Wills.