Small Estate Affidavit in Massachusetts
How to collect a loved one's property in Massachusetts without full probate: the dollar limit, waiting period and official form.
Short answer: Voluntary administration: if a Massachusetts resident left only personal property (no real estate) worth no more than $25,000, plus a motor vehicle of any value, an interested person may file a sworn voluntary personal representative statement with the Probate and Family Court in the… M.G.L. c. 190B, § 3-1201
| Small estate affidavit | Voluntary administration: if a Massachusetts resident left only personal property (no real estate) worth no more than $25,000, plus a motor vehicle of any value, an interested person may file a sworn voluntary personal representative statement with the Probate and Family Court in the county where the person lived, on the court's form, at least 30 days after death and if no petition for a personal representative has been filed. The statement lists assets, heirs and will beneficiaries, and is filed with the original will (if any) and a death certificate. The register then issues an attested copy, which the voluntary personal representative uses to collect the assets. Source: M.G.L. c. 190B, § 3-1201 |
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| Simplified probate | Besides voluntary administration, an estate that is no larger than family allowances, exempt property, administration costs, reasonable funeral expenses and last-illness medical expenses may be distributed right away without notice to creditors and closed with a sworn closing statement. Informal (non-hearing) probate and appointment is also available: the petitioner must give heirs and devisees 7 days' written notice before filing and publish a notice within 30 days after appointment. Informal probate notice: https://malegislature.gov/Laws/GeneralLaws/PartII/TitleII/Chapter190B/Section3-306 Source: M.G.L. c. 190B, §§ 3-1203, 3-306 |
| Deadline for creditor claims | A creditor of the deceased generally must start a lawsuit against the personal representative within 1 year after the date of death, and serve the personal representative (or file a notice of the claim with the register) within that year. Exceptions include enforcing a mortgage or other lien on estate property and certain personal injury claims limited to insurance proceeds. Source: M.G.L. c. 190B, § 3-803 |
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FAQ
What is the small estate limit in Massachusetts?
Voluntary administration: if a Massachusetts resident left only personal property (no real estate) worth no more than $25,000, plus a motor vehicle of any value, an interested person may file a sworn voluntary personal representative statement with the Probate and Family Court in the county where the person lived, on the court's form, at least 30 days after death and if no petition for a personal representative has been filed. The statement lists assets, heirs and will beneficiaries, and is filed with the original will (if any) and a death certificate. The register then issues an attested copy, which the voluntary personal representative uses to collect the assets.
Is there a simplified probate process in Massachusetts?
Besides voluntary administration, an estate that is no larger than family allowances, exempt property, administration costs, reasonable funeral expenses and last-illness medical expenses may be distributed right away without notice to creditors and closed with a sworn closing statement. Informal (non-hearing) probate and appointment is also available: the petitioner must give heirs and devisees 7 days' written notice before filing and publish a notice within 30 days after appointment.
How long do creditors have to file claims against an estate in Massachusetts?
A creditor of the deceased generally must start a lawsuit against the personal representative within 1 year after the date of death, and serve the personal representative (or file a notice of the claim with the register) within that year. Exceptions include enforcing a mortgage or other lien on estate property and certain personal injury claims limited to insurance proceeds.
General legal information, not legal advice. Laws change and local rules can differ; check the linked official source or talk to a lawyer about your situation.