Under Title 20, Chapter 31, § 3101, successors may file an affidavit of heirship to collect a deceased loved one’s finances, which include bank accounts, final wages and employee benefits, and patient benefits (including final welfare checks). Government benefits including welfare and patient benefits may not exceed $3,500 total, while employee benefits including IRAs or 401(k)s may not exceed $5,000. Bank accounts like checking and savings accounts may not exceed $50,000 total.
How to Write
Step 1 – Download in Adobe PDF or Microsoft Word (.doc).
Step 2 – Fill-in the following blanks respectively:
- Identify all heirs of the estate
- Your legal name and address
- List your relationship with the decedent
- Timeline of relationship
- Name of any/all spouses including date(s) or marriage, divorce, and death (if any)
- Name of any/all children including date(s) or marriage, divorce, and death (if any)
- Name of any/all grandchildren including date(s) or marriage, divorce, and death (if any)
- Name of any/all parents including date(s) or marriage, divorce, and death (if any)
- Name of any/all brothers & sisters including date(s) or marriage, divorce, and death (if any)
- Name of any/all nieces & nephews including date(s) or marriage, divorce, and death (if any)
Step 3 – Sign the document before a notary public, and file with a copy of the death certificate.
