--- title: "Wisconsin Executor and Estate Kit | MCC Solutions" description: "Wisconsin executor kit: first 30 days, up to $50,000 small estate limit, notarized affidavit, handed to the bank or holder, letters and an Excel estate ledger." url: "https://mcc-solutionsnj.com/toolkits/wi-executor-kit" --- Document pack # Wisconsin Executor and Estate Kit: the $50,000 Small Estate Route, First Month Checklist and Estate Ledger Wisconsin, from the official pages: Property subject to administration in the state with a gross value of $50,000 or less. Real property can be transferred, with notice to the heirs at least 30 days before the affidavit is recorded. **$25** one time · 14-day full refund · Word and PDF · download link by email Buy now, $25 Free sample 🌙 The desk is asleep. The store never is. Every kit and ebook downloads the moment you pay, day or night. Questions get answered after we open in the morning. [Browse the store](/toolkits) Who it is for Whoever is settling the estate of someone who lived in Wisconsin. Handed to the bank or other holder. Not filed with the court: given to whoever owes the money or holds the property; for real estate, recorded with the register of deeds. Not the right fit if The person didn't live in or own property in Wisconsin, 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: Wis. Stat. 867.03, Transfer by affidavit, and 867.02, Summary assignment (Wisconsin Legislature, chapter 867); Wisconsin Court System form PR-1831, Transfer by Affidavit (07/2019); Nolo (secondary source): Probate Shortcuts in Wisconsin (Nolo); Justia (statute text) (secondary source): Wis. Stat. 867.03, Transfer by affidavit (2024 Wisconsin Statutes, Justia); State Bar of Wisconsin (secondary source): State of Wisconsin Transfer by Affidavit instructions (State Bar of Wisconsin, 7.17.19); Wis. Stat. Chapter 853, Wills (Wisconsin Legislature); Wis. Stat. 853.03, Execution of wills (Wisconsin Legislature); Wis. Stat. 853.04 and 853.07, Self-proved will; Witnesses (Wisconsin Legislature); Nolo (secondary source): How to Make a Will in Wisconsin (Nolo). - All 11 Wisconsin facts are confirmed: on an official page, or where none could be read, on a vetted secondary source marked as such. What is inside - **Wisconsin small estate route.** Property subject to administration in the state with a gross value of $50,000 or less. Real property can be transferred, with notice to the heirs at least 30 days before the affidavit is recorded. Real estate counts toward the value, and the procedure can reach it. No waiting period after the death: Wis. Stat. 867.03 sets none (2024 statute text on Justia; the State Bar's instructions agree). Two 30-day waits apply to later steps: a holder may not transfer until 30 days after receiving an affidavit from a personal representative named in the will, and real estate needs 30 days' notice to the heirs before recording. Signed before a notary. The heir signs the transfer-by-affidavit under oath and has it notarized, per Nolo's Wisconsin summary of Wis. Stat. 867.03. Handed to the bank or other holder. Not filed with the court: given to whoever owes the money or holds the property; for real estate, recorded with the register of deeds. PR-1831, Transfer by Affidavit. Wisconsin Court System form, revised 07/2019. Summary assignment (Wis. Stat. 867.02): When the estate is worth $50,000 or less after debts secured by estate property, anyone with standing to petition for administration can ask the court to assign the property summarily. Summary settlement (Wis. Stat. 867.01) is a separate court procedure. - **How a Wisconsin will had to be signed.** Two witnesses, each signing within a reasonable time after the signing or acknowledgment. Allowed at signing or any time later, before an officer authorized to administer oaths, under official seal. Not recognized unless witnessed: every will must be in writing and signed with two witnesses to be validly executed (Wis. Stat. 853.03). A separate written list can leave certain tangible personal property (853.32). The will stays valid, but gifts to an interested witness or the witness's spouse are invalid beyond an intestate share unless an exception applies. - **Wisconsin estate ledger (Excel).** Assets, debts, payments and distributions; it compares the countable assets with $50,000 and counts real estate in the person's name. - **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. A look inside ## The first pages, as you will get them [![Page 1 of the Start Here (Wisconsin Executor and Estate Kit)](/img/toolkits/wi-executor-kit/doc-1.webp)](/img/toolkits/wi-executor-kit/doc-1.webp) First page of Start Here [![Page 1 of the First 30 Days Checklist (Wisconsin Executor and Estate Kit)](/img/toolkits/wi-executor-kit/doc-2.webp)](/img/toolkits/wi-executor-kit/doc-2.webp) First page of First 30 Days Checklist Get it ## Wisconsin 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=wi-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** WI 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 Wisconsin small estate route, and the Wisconsin estate ledger in Excel, by email link after payment. **What is the small estate limit in Wisconsin?** Property subject to administration in the state with a gross value of $50,000 or less. Real property can be transferred, with notice to the heirs at least 30 days before the affidavit is recorded. Real estate: Real estate counts toward the value, and the procedure can reach it. **Where does it go in Wisconsin?** Handed to the bank or other holder. Not filed with the court: given to whoever owes the money or holds the property; for real estate, recorded with the register of deeds. Form: PR-1831, Transfer by Affidavit. Wisconsin Court System form, revised 07/2019. **What did a Wisconsin will need to be accepted?** Two witnesses, each signing within a reasonable time after the signing or acknowledgment. Self-proving affidavit: Allowed at signing or any time later, before an officer authorized to administer oaths, under official seal. **Is this legal advice?** No. An estate attorney or the county probate/surrogate office answers questions about your situation. Free sample ### Try one page first Get a real page or file from this product by email. 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