How the Small Estate Affidavit Works
Not every estate needs probate. Arizona provides a streamlined path for smaller estates through sworn affidavits. For wages owed to the deceased, a surviving spouse can collect up to $5,000 immediately by presenting an affidavit to the employer. For other personal property, any successor can use an affidavit after 30 days have passed since the death, provided the total personal property in the estate does not exceed $200,000.
Thirty days after the death of a decedent, any person indebted to the decedent or having possession of tangible personal property or an instrument evidencing a debt, obligation, stock or chose in action belonging to the decedent shall make payment of the indebtedness or deliver the tangible personal property or an instrument evidencing a debt, obligation, stock or chose in action to a person claiming to be the successor of the decedent on being presented an affidavit made by or on behalf of the successor.
A.R.S. § 14-3971(B)The affidavit must confirm that no personal representative has been appointed, that the successor is entitled to the property, and that funeral and last-illness expenses have been paid. Banks, brokerages, and other institutions are required to honor a properly completed affidavit.
Real Property Transfers Through Affidavit
Arizona also allows real property to transfer by affidavit, though the rules are stricter. The successor must wait at least six months after the death, and the total value of Arizona real property in the estate (less liens) cannot exceed $300,000. The affidavit is filed with the court, and once the registrar confirms it is complete, a certified copy is recorded with the county recorder.
Not sooner than six months after the death of a decedent, a person or persons claiming as successor or successors to the decedent's interest in real property may file in the court in the county in which the decedent was domiciled at the time of death an affidavit describing the real property and the interest of the decedent in that property.
A.R.S. § 14-3971(E)This process can save families significant time and expense compared to a full probate proceeding. For estates that fall within these thresholds, the small estate affidavit is one of the most practical tools available under Arizona law.
