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Texas Small Estate Affidavit: Complete Guide

Transfer assets without full probate for estates meeting Texas's small-estate limits.

Based on Texas Estates Code Chapter 205

By Settled Estate Editorial

What is a Small Estate Affidavit?

A Texas small estate affidavit allows you to transfer a deceased person's assets without going through full probate court. This simplified process is available for estates meeting certain value thresholds.

Do you qualify?

Qualifying threshold
$75,000 (excluding homestead and exempt property)Texas Small Estate Affidavit is only available when there is NO will. If there is a will, consider Muniment of Title instead.
Waiting period
30 days
Court filing fee
$300-$400 (varies by county)
Attorney
Not typically needed
Real estate
Allowed in limited circumstancesHomestead can transfer to surviving spouse or minor children who resided there. Other real property generally cannot transfer via Small Estate Affidavit.

Main Requirements

No Will

The deceased must have died WITHOUT a valid will. If there is a will, you cannot use this procedure.

Estate Value Limit

Total value of estate property (excluding homestead and exempt property) must be $75,000 or less.

Assets Exceed Debts

Estate assets must be sufficient to pay all debts (except homestead liens) with property remaining for distribution.

30-Day Waiting Period

At least 30 days must have passed since the date of death.

All Heirs Must Sign

Every person entitled to inherit under Texas intestacy laws must sign the affidavit.

Two Disinterested Witnesses

Two witnesses with no financial stake who knew the deceased must sign attesting to family facts.

Homestead Restriction

Homestead can only pass to surviving spouse or minor children who lived there.

Available Small-Estate Options

Small Estate Affidavit

Limit
Under $75,000 (no will)
Real Estate
Not included
Timeline
6-8 weeks
Typical Fee
$300-$400

Affidavit of Heirship

Limit
Any (real estate only)
Real Estate
Can be included
Timeline
1-2 weeks
Typical Fee
$50 recording

Muniment of Title

Limit
Any (will, no debts)
Real Estate
Can be included
Timeline
1-3 months
Typical Fee
$300-$400

Finding Two Disinterested Witnesses

Texas requires two witnesses who: (1) Knew the deceased AND their family history, (2) Have NO financial interest in the estate, (3) Are NOT receiving any inheritance, and (4) Can attest to facts about the family. This is often the hardest part of the process. Consider neighbors, coworkers, or longtime friends who knew the family but are not beneficiaries.

Step-by-Step Process

1

Wait 30 Days After Death

Covered in the "Do you qualify?" checklist at the top of this page.

2

Confirm Eligibility

Covered in the "Do you qualify?" checklist at the top of this page.

3

Identify All Heirs

Determine all legal heirs under Texas intestacy laws. ALL heirs must be identified and sign the affidavit.

4

Gather Required Documents

Certified death certificate, list of all assets with values, proof of debts owed, identification for all heirs.

5

Find Two Disinterested Witnesses

Texas requires two witnesses who knew the deceased, can attest to family history, and have NO financial interest in the estate.

6

Complete and Notarize Affidavit

Fill out the Small Estate Affidavit form. All distributees (heirs) AND both disinterested witnesses must sign before a notary.

7

File with Probate Court

Submit the affidavit to the county probate court where the deceased lived. Pay the filing fee ($300-$400).

8

Court Review and Approval

Judge reviews the affidavit. No court hearing is typically required. Approved affidavit is returned within 7-14 days.

9

Distribute Assets

Use certified copies of the approved affidavit to claim assets from banks, transfer vehicle titles, and record homestead transfer.

County Note: Filing fees vary by county (typically $300-$400). Contact your county clerk for exact fees.

FAQ: Texas Small Estate Affidavit

What is the small estate limit in Texas?
The limit is $75,000 in estate value, excluding homestead property and exempt personal property (up to $100,000 for a family or $50,000 for a single adult).
Can I use a small estate affidavit if there is a will?
No. Texas Small Estate Affidavit is ONLY available when the deceased died WITHOUT a will (intestate). If there is a will, consider Muniment of Title or Independent Administration instead.
Do I need an attorney for Texas small estate affidavit?
No, Texas law does not require an attorney. However, the process requires careful attention to detail, especially identifying all heirs and finding qualified disinterested witnesses.
How long does the small estate affidavit process take?
After the 30-day waiting period, the court typically reviews and approves the affidavit within 7-14 business days. Total time is usually 6-8 weeks.
What if one heir refuses to sign?
ALL heirs must sign the affidavit. If any heir refuses, you cannot use this procedure and must file for formal probate administration.
Can the small estate affidavit transfer the house?
Only the homestead can be transferred, and only to a surviving spouse or minor children who were living there at the time of death. Other real property requires formal probate.

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 Texas can change. Consult with a qualified attorney for advice specific to your situation. Full disclaimer.