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Affidavit of Heirship

An affidavit of heirship is recognized in only some states. See whether your state recognizes it, and if not, the mechanism it actually uses to establish who inherited.

Find out where you stand — what state are you in?

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Introduction

An affidavit of heirship is a sworn statement, usually made by someone with personal knowledge of a decedent's family, that sets out the decedent's marital history, children, and other facts needed to identify the decedent's heirs. Where state law gives it effect, it serves as evidence of those facts for a court or a title examiner. It is not a deed, and it does not transfer property in any state that recognizes it. This instrument is not available everywhere, and that is the first thing to check before relying on it: 21 states give the affidavit a real evidentiary role, while in the other 29 heirs must use a different mechanism entirely, from a judicial determination of heirs to a personal representative's deed. The state-by-state table below names the route and the citation for all 50. This page is general information, not legal advice; attorney review is available for any document you draft from it.

Key Things to Know

  1. 1

    An affidavit of heirship is not available in every state. Only 21 states have a dedicated page on this site because their law gives the affidavit a real evidentiary role; the other 29 states use a different mechanism entirely, from a judicial determination of heirs to a personal representative's deed. Recording an affidavit of heirship where the state does not recognize one accomplishes nothing.

  2. 2

    Where it is recognized, an affidavit of heirship is evidence of who the heirs are, not a transfer of property. An affidavit of heirship does not transfer, convey, or vest title to real property in any state; title on an intestate death passes under the state's law of descent, and the affidavit only helps prove that fact later, typically to a court or a title examiner.

  3. 3

    How long an affidavit of heirship must be on record before it counts as evidence varies enormously where it is recognized at all, from no waiting period in most recognizing states, to about a month, to roughly six months, to five years, to twenty years in the state with the longest wait. There is no general national rule; check your own state's page for its specific waiting period, if it has one.

  4. 4

    Two disinterested witnesses is not a legal requirement anywhere this has been checked. It is a title-company underwriting convention that shows up when a company decides whether to insure title on the strength of the affidavit, not a term found in the states' affidavit of heirship statutes themselves.

  5. 5

    Partial recognition on this site's state pages means the instrument works only in narrow circumstances, not that it works normally with some fine print. In the most restrictive partial-recognition state, the affidavit only carries evidentiary force where the affiant is dead, a nonresident, of unknown residence, or too old, infirm, or sick to attend court; with a living, able, resident affiant the same affidavit carries no evidentiary weight at all.

  6. 6

    An affidavit of heirship is not a small estate affidavit in most states. A small estate affidavit typically collects a decedent's personal property under a value cap; an affidavit of heirship, where recognized, evidences who the heirs are and does not move title. In most states the two solve different problems and are not interchangeable, but Louisiana is an exception: its small succession affidavit is itself the instrument that evidences heirship against real property. Check your own state's page before assuming the two are separate.

  7. 7

    An affidavit of heirship is also not the same instrument as an affidavit of death, an affidavit of survivorship, or an affidavit of descent. An affidavit of death, sometimes called an affidavit of death of joint tenant, proves that someone died; it says nothing about who inherited. Confusing the two in a state that only recognizes one of them can leave a title defect uncorrected.

Affidavit of heirship by state

Twenty-one states give an affidavit of heirship a real evidentiary role, and each of those links to its own page below. In the other 29, either no statute recognizes the instrument for real property or the recognition is too narrow to be that state's real answer, so the table names the mechanism heirs actually use there. Recording an affidavit of heirship in a state that does not recognize one accomplishes nothing.

StateAffidavit of heirshipStatute, or what the state uses instead
AlabamaRecognized, narrowlyAla. Code sections 35-4-69, 35-4-70, 35-4-71
AlaskaNot recognizedPersonal representative's deed of distribution out of informal probate, AS 13.16.080 to 13.16.130.
ArizonaRecognized, narrowlyA.R.S. section 14-3971(E)-(G)
ArkansasNot recognizedSmall estate affidavit, which unusually reaches real property, Ark. Code Ann. 28-41-101.
CaliforniaNot recognizedPetition to determine succession to real property, primary residence up to $750,000, Cal. Prob. Code 13150 to 13157.
ColoradoRecognizedC.R.S. section 38-35-113
ConnecticutRecognized, narrowlyConn. Gen. Stat. section 47-12a
DelawareNot recognizedOpen an estate with the Register of Wills, 12 Del. C. 1905.
FloridaNot recognizedSummary administration, Fla. Stat. 735.201 to 735.2063, uncapped once the decedent has been dead more than two years.
GeorgiaNot recognizedPetition for an order that no administration is necessary, O.C.G.A. 53-2-40 to 53-2-42.
HawaiiNot recognizedJudicial determination of heirs, Hawaii Probate Rule 73, available five years after the death.
IdahoRecognized, narrowlyIdaho Code section 55-816
IllinoisNot recognizedJudicial declaration of heirship, 755 ILCS 5/5-3(a). An affidavit is named at 5/5-3(b)(1) but only as evidence inside that proceeding.
IndianaRecognizedInd. Code 29-1-7-23(b)-(f)
IowaRecognized, narrowlyIowa Code section 558.8
KansasNot recognizedPetition to determine descent in the district court, K.S.A. 59-2250 to 59-2252.
KentuckyRecognized, narrowlyKRS 382.120
LouisianaRecognized, narrowlyLa. Code Civ. Proc. arts. 3421-3434
MaineNot recognizedJudicial determination of heirs with no time limit, 18-C M.R.S. sec. 3-108(2).
MarylandNot recognizedRegister of Wills administration, with title moving by the personal representative's recordable deed of distribution.
MassachusettsRecognized, narrowlyG.L. c. 183, section 5A
MichiganRecognizedMCL 565.451a(a)
MinnesotaNot recognizedJudicial decree of descent, Minn. Stat. 525.31 to 525.313, more than three years after the death.
MississippiRecognizedMiss. Code Ann. section 89-5-8(1)
MissouriRecognized, narrowlyMo. Rev. Stat. section 490.370
MontanaNot recognizedJudicial determination of heirs with no time limit, Mont. Code Ann. 72-3-1001.
NebraskaRecognized, narrowlyNeb. Rev. Stat. section 30-24,129
NevadaNot recognizedPetition to set aside estate without administration up to $150,000, NRS 146.070.
New HampshireNot recognizedProbate administration ending in a decree of distribution, RSA 561:1.
New JerseyNot recognizedGrant of letters of administration from the county Surrogate, N.J.S.A. 3B:10-2.
New MexicoNot recognizedInformal probate ending in a personal representative's deed, or formal testacy determining heirs, NMSA 1978 sections 45-3-401 and 45-3-409.
New YorkNot recognizedSurrogate's Court administration proceeding, SCPA Arts. 10-11.
North CarolinaNot recognizedTitle vests in the heirs automatically at death. N.C. Gen. Stat. 47-1 lets an affidavit be recorded but gives it no evidentiary effect.
North DakotaNot recognizedJudicial determination of heirs in a formal testacy proceeding, N.D.C.C. 30.1-15-01 and 30.1-15-02.
OhioRecognizedOhio Rev. Code 317.22(B)-(C)
OklahomaRecognized16 O.S. sections 82-83
OregonNot recognizedJudicial determination of heirship, ORS 111.085(1)(c) and (d), or full probate administration.
PennsylvaniaRecognized21 P.S. sections 451-453
Rhode IslandNot recognizedCertificate of devise or descent filed by the probate fiduciary, R.I. Gen. Laws 33-9-29.
South CarolinaNot recognizedJudicial determination of heirs by formal testacy proceeding, with no personal representative required.
South DakotaRecognized, narrowlySDCL 29A-3-1203
TennesseeRecognizedTenn. Code Ann. section 30-2-712
TexasRecognizedTex. Est. Code ch. 203
UtahNot recognizedJudicial determination of heirs through probate under the Utah Uniform Probate Code.
VermontNot recognizedPetition to determine heirs and title, 14 V.S.A. 1801 to 1804, where record title has sat unprobated more than seven years.
VirginiaRecognizedVa. Code sections 64.2-509
WashingtonNot recognizedJudicial adjudication of intestacy and heirship, RCW 11.28.110 and 11.28.320 to .340.
West VirginiaNot recognizedJudicial petition for establishment and recordation of descent in circuit court, for real property of any value.
WisconsinNot recognizedJudicial determination of descent, Wis. Stat. 867.05, six or more years after an intestate death.
WyomingNot recognizedJudicial determination of heirship, Wyo. Stat. Ann. 2-9-201 to 2-9-204.

Key Decisions

Who Is Swearing and What They Know

The Decedent and the Heirs

The Property and the Record

Affidavit of Heirship Requirements

  • Confirm the Affidavit Is Evidence, Not a Transfer

    Understand before you begin that an affidavit of heirship is EVIDENCE of who a decedent's heirs are. Recording it does not transfer, convey or vest title, and it does not substitute for probate where probate is required.

  • Identify the Decedent and the Date and Place of Death

    Identify the decedent by full legal name, including any other names they used, together with the date and place of death.

  • State the Affiant's Personal Knowledge of the Family

    State how the affiant knows the family. Most statutes that recognise this instrument turn on the affiant's personal knowledge rather than on any particular number of signers.

  • Set Out the Complete Marital History

    Set out the complete marital history: every marriage, how each ended, and the dates. Omitted marriages are the most common reason a title examiner rejects an affidavit.

  • Name Every Child and Descendant

    Name every child of the decedent, living or deceased, by every marriage and outside marriage, and identify the descendants of any child who died first.

  • State Whether an Estate Was Ever Opened

    State whether an estate was ever opened for the decedent and, if so, where and when. Several states condition the affidavit on no administration being pending.

  • Describe the Real Property Precisely

    Describe the real property by its full legal description, not by street address, exactly as it appears in the deed records.

  • Have the Affidavit Sworn and Acknowledged

    Have the affiant swear to the affidavit before a notary or other officer authorised to take acknowledgments. An unacknowledged affidavit is generally not recordable.

  • Check What Your State Actually Requires

    Check what your state actually requires before recording. Whether this instrument is recognised at all, what it proves, and whether any waiting period applies all vary by state, and a majority of states do not recognise it for real property.

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