Georgia Estate Planning Resources
In-depth guides covering Georgia probate laws, trust requirements, and estate planning strategies.
In-depth guides covering Georgia probate laws, trust requirements, and estate planning strategies.
Prepare the Georgia small estate affidavit for estates up to $15,000, plus presentation letters for each holder. O.C.G.A. § 7-1-239.
Step 1 of 5
The Georgia affidavit identifies the claiming successor and the basis of entitlement.
The decedent's state. Only states where this tool prepares the affidavit are listed; other states' pages explain their procedure.
The successor signing the affidavit.
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No statewide form. O.C.G.A. § 7-1-239(b) sets what the affidavit must state, and the affidavit is drafted to those requirements; the required elements print with the document as a checklist.
$15,000, per O.C.G.A. § 7-1-239. This tool checks the entered estate value against the limit and does not prepare an affidavit for an estate over it.
For a person who died INTESTATE: the surviving spouse; if no surviving spouse, the children pro rata; if no children or surviving spouse, the father and mother pro rata; or if none of the above, the brothers and sisters of the decedent pro rata. O.C.G.A. § 7-1-239(b)(1)-(4).
The financial institution holding the decedent's deposit (any federally or state chartered financial institution whose deposits are federally insured, § 7-1-239(a)(2)). The institution may rely on a properly executed affidavit in disbursing the funds (§ 7-1-239(d)).
The Georgia affidavit is signed before a notary (O.C.G.A. § 7-1-239(e) (statutory form jurat); DHS Division of Aging Services affidavit packet).
Payments under § 7-1-239(b)-(c) operate as a complete acquittal and discharge of the financial institution from any suit, claim, or demand of whatever nature by any heir, distributee, creditor of the decedent, or any other person; payment may be made without administration of the estate and without an order that no administration is necessary (§ 7-1-239(d)).
Real property is not covered — § 7-1-239 reaches only deposits at financial institutions (and § 7-1-239.1 checks/instruments payable to the decedent). Georgia has no small-estate affidavit for real property or general personal property; those pass through probate, administration, or the § 53-2-40 "no administration necessary" order. O.C.G.A. § 7-1-239(b).
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