SmallEstateForm
⚡ Updated March 2026 — Arizona raised its small estate limits under HB2116. Every competitor shows the old, wrong threshold. Current limits: $200,000 personal property, $300,000 real property.

An Arizona Small Estate Affidavit lets heirs collect a deceased person's assets without probate under ARS §14-3971. As of March 2026, the thresholds are $200,000 for personal property and $300,000 for real property — significantly higher than what most online guides still show.

Last updated July 2026. This information reflects ARS §14-3971 as amended by HB2116, effective March 2026. Laws may change. Consult a licensed attorney for advice specific to your situation.

Arizona Small Estate Affidavit: Updated March 2026 Thresholds Under HB2116

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Small Estate AffidavitArizona

A Small Estate Affidavit allows heirs to collect and transfer assets from a deceased person's estate without going through full probate court — as long as the total estate value is within the state limit.

Statutory authority: ARS §14-3971 (as amended by HB2116, March 2026)

What Is an Arizona Small Estate Affidavit?

An Arizona Small Estate Affidavit is a sworn legal document that allows heirs to claim a deceased person's assets — bank accounts, vehicles, personal property, or real estate — without opening a probate case in court. It is authorized under ARS §14-3971 and can represent a significant savings in both time and cost compared to formal probate.

The affidavit works by the heir(s) presenting a signed, notarized document to the asset holder (a bank, DMV, or property registrar) that states they are legally entitled to the property. The asset holder is then legally permitted — and generally obligated — to release the property to the heir.

The 2026 Law Change: What HB2116 Actually Changed

Asset Type New Limit (March 2026) Prior Limit
Personal property $200,000 Lower — varies by prior year threshold
Real property $300,000 Lower — varies by prior year threshold
Waiting period 30 days 30 days (unchanged)

Why this matters: A family home worth $280,000 that previously would have required a full probate proceeding can now pass through a small estate affidavit under the new real property threshold. That potentially saves thousands of dollars in probate attorney fees and months of delay.

Who Qualifies?

The deceased person's assets fall within the applicable threshold ($200,000 personal / $300,000 real)
At least 30 days have passed since the date of death
No probate proceeding is currently pending or has been commenced
You are an heir under Arizona intestate succession law OR the successor to the deceased's interest in the property

Personal Property vs. Real Property: Two Different Processes

Personal Property (under $200,000)

Bank accounts, vehicles, investments, household goods. Present the affidavit directly to the asset holder (bank, credit union, DMV).

  • • 30-day wait required
  • • Statement that no probate is pending
  • • Notarized signature
  • • Present to institution directly

Real Property (under $300,000)

Land, homes, rental properties, commercial real estate. Must be recorded with the county recorder — not just presented.

  • • Must include legal property description
  • • Fair market value (not assessed value)
  • • Notarized signature
  • • Recorded with county recorder

County-Specific Differences: Maricopa, Pima, and Yavapai

Arizona law sets the statewide rules, but the forms and procedures vary by county. This is something most guides fail to mention.

County Notable Difference
Maricopa Uses Maricopa Superior Court probate division forms for real property. Record with the Maricopa County Recorder. See our Maricopa County guide for the specific address, fees, and process.
Pima Uses Pima County-specific forms available through the Pima County Superior Court. The Pima County Recorder handles real property recording.
Yavapai Uses forms from the Yavapai County Superior Court. Smaller county office — expect in-person assistance rather than online filing.
Other counties The general ARS §14-3971 form applies. Check with the county recorder and superior court clerk before filing.

Filing in Maricopa County? See our detailed Maricopa County Small Estate Affidavit guide which covers the specific Superior Court forms, the County Recorder location (111 S 3rd Ave, Phoenix), fees ($30 first page + $3/additional page), and what to bring.

Step-by-Step Filing Process

1
Confirm the waiting period

At least 30 days must have passed since the date of death shown on the death certificate. The affidavit will be rejected if presented before this period expires.

2
Determine the asset type and value

Add up personal property or real property separately. Each category evaluated against its own threshold. Personal property and real property claims are independent.

3
Get the correct county form

Maricopa, Pima, and Yavapai use county-specific forms. Other counties use the general state form from azcourts.gov. smallestateform.com auto-selects the correct form based on your county.

4
Complete and notarize

Fill in all information about the deceased, your relationship, asset description, and estate value. Sign before a notary public.

5
Present or record

Personal property: Present to the bank, DMV, or brokerage along with the death certificate and your ID. Real property: Record with the county recorder in the county where the property is located.

Frequently asked questions

What are the Arizona small estate affidavit limits in 2026? +
As of March 2026, Arizona raised its small estate thresholds under HB2116. Personal property: $200,000. Real property: $300,000. These are the current limits under ARS §14-3971. If a guide you've found shows lower numbers, it is outdated.
What assets are covered by the $200,000 personal property threshold? +
Bank accounts, savings accounts, CDs, investment accounts, vehicles, household goods, jewelry, and other personal assets. Life insurance proceeds and retirement accounts with named beneficiaries generally pass outside of the estate and do not count.
How does the 30-day waiting period work? +
You must wait 30 full days from the date listed on the death certificate. If the date of death was July 1, the earliest you can present the affidavit is July 31. This period cannot be waived in Arizona.
Can an Arizona Small Estate Affidavit be used for real property? +
Yes — and this is one of Arizona's more permissive features. Under ARS §14-3971 as amended by HB2116, real property valued under $300,000 can be transferred by affidavit. The affidavit must be recorded with the county recorder, not just presented to an institution.
Do you need an attorney to file an Arizona Small Estate Affidavit? +
No. The process is designed to be done without an attorney. However, if there are disputes among heirs, debts that complicate the estate, or the property exceeds the thresholds, an attorney's guidance is advisable.
Related: Maricopa County Guide | Small Estate Affidavit Hub | Homepage