Michigan Small-Estate Affidavit and Assignment
Michigan has two common small-estate paths: an affidavit of decedent's successor for certain personal property and a court petition/order for assignment.
Based on MCL 700.3982 and MCL 700.3983
What Are Michigan Small-Estate Options?
Michigan simplified estate work usually means either a successor affidavit under MCL 700.3983 or a petition and order for assignment under MCL 700.3982. The right path depends on asset type, value, timing, and whether court authority is needed.
Do you qualify?
- Qualifying threshold
- $53,000 for 2026 deaths (statutory base $50,000, adjusted)The Michigan small-estate cap is the year-of-death inflation-adjusted amount ($53,000 for 2026 deaths; statutory base $50,000 under MCL 700.1210). Confirm the figure for the date of death before filing or distributing.
- Waiting period
- More than 28 days after death for the successor affidavit path
- Court filing fee
- $0 for the successor affidavit path; $25 listed for Petition and Order for Assignment
- Attorney
- Not typically needed
- Real estate
- Varies by procedure and countyThe MCL 700.3983 successor affidavit path cannot include Michigan real property. A petition and order for assignment is a court path and may need county probate court review when property issues are involved.
Main Requirements
Successor Affidavit Timing
More than 28 days must pass after death before using the MCL 700.3983 affidavit of decedent's successor.
Value Cap
The estate must fit the Michigan small-estate value cap: $53,000 for 2026 deaths (statutory base $50,000, adjusted each year under MCL 700.1210).
No Real Property for PC 598
The successor affidavit path cannot include Michigan real property.
No Personal Representative Appointment
The MCL 700.3983 path requires no pending or granted personal representative appointment and no petition for assignment.
Assignment Path Is Court-Based
The petition and order for assignment path uses probate court review and SCAO PC 556 when the statutory requirements fit. The court may assign property to the surviving spouse or, if there is no spouse, to the heirs. If funeral or burial expenses are unpaid or someone paid them outside the estate, the court addresses those expenses first.
63-Day Debt Rule for Assignment Orders
MCL 700.3982 includes a 63-day debt rule. An heir who receives property through an assignment order, other than a surviving spouse who qualifies for allowances or the decedent's minor children, can be responsible for unsatisfied decedent debts for 63 days after the order, up to the value received.
Available Small-Estate Options
Affidavit of Decedent's Successor
- Limit
- $53,000 for 2026 deaths (base $50,000, adjusted under MCL 700.1210)
- Real Estate
- Not included
- Timeline
- More than 28 days after death
- Typical Fee
- $0 court filing fee listed for affidavit use
Petition and Order for Assignment
- Limit
- $53,000 for 2026 deaths (base $50,000, adjusted under MCL 700.1210) after funeral and burial expense analysis
- Real Estate
- Can be included
- Timeline
- County court timing varies
- Typical Fee
- $25 listed petition fee
Step-by-Step Process
Identify the Asset Type
Separate personal property, vehicles, accounts, and any real estate. The successor affidavit path is only for certain personal property and does not transfer real estate.
Check Timing and Value
For MCL 700.3983, wait more than 28 days after death and confirm the estate value fits the adjusted statutory amount.
Check for Pending Probate
The successor affidavit path requires no pending or granted personal representative appointment and no filed petition for assignment.
Choose the Form Path
Use SCAO PC 598 for the affidavit of decedent's successor path or SCAO PC 556 for the petition and order for assignment path. A bank, transfer agent, or other holder cannot force an authorized person to choose one path over the other when the estate meets criteria for both and the person is authorized to use either path.
Confirm County Practice
County probate courts may have filing, copy, fee, and hearing practices that affect the assignment path.
Keep Transfer Records
Keep the affidavit, court order if any, death certificate, asset values, funeral/burial expense records, and transfer receipts with the estate file.
County Note: Michigan county probate courts may publish local filing hours, copy rules, and payment details. Confirm local practice before filing.
FAQ: Michigan Small-Estate Affidavit and Assignment
What is the Michigan small-estate limit?
Can the Michigan successor affidavit transfer real estate?
What is the wait for a Michigan successor affidavit?
Which Michigan forms are tied to these paths?
Do county probate courts matter for Michigan small estates?
Can heirs owe the decedent's debts after a Michigan assignment order?
Information current as of May 31, 2026
Settled Estate is not a law firm, and this content is for informational purposes only and does not constitute legal advice. Probate laws and procedures in Michigan can change. Consult with a qualified attorney for advice specific to your situation. Full disclaimer.