Illinois · Small Estate Affidavit

Illinois Small Estate Affidavit:
How to Skip Probate for Estates Under $100,000

755 ILCS 5/25-1 lets you collect personal property without opening a Circuit Court probate case — no wait period required. Present a notarized affidavit directly to each asset holder with a certified death certificate.

When someone dies in Illinois, not every estate requires full probate in Circuit Court. If the deceased owned $100,000 or less in personal property subject to probate, Illinois's Small Estate Affidavit (755 ILCS 5/25-1) lets you collect those assets with a notarized document — no court filing, no attorney, no filing fee. Unlike most states, Illinois has no mandatory wait period — you can present the affidavit as soon as you obtain a certified death certificate.

The Three Requirements

  1. The total personal property subject to probate is $100,000 or less
  2. No probate proceeding has been filed or is pending for the estate
  3. You are an heir or successor entitled to the property under Illinois law or the will
No wait period — Illinois is unique. Most states require a waiting period before the Small Estate Affidavit can be used: Wisconsin (30 days), Iowa (40 days), Kansas (30 days), Missouri (30 days), Minnesota (30 days). Illinois has no wait period — you can present the affidavit immediately after obtaining the certified death certificate. In practice, you'll wait a few days for the death certificate, but there is no statutory holding period.
Real estate does not qualify. Illinois's Small Estate Affidavit covers personal property only — bank accounts, vehicles, investment accounts, and similar assets. If the deceased owned real estate solely in their name, you must open full probate in Circuit Court for that property regardless of the estate's total value.

What Counts Toward the $100,000 Threshold?

Count: Personal property with no beneficiary designation or surviving joint owner — sole-name bank accounts, vehicles in the deceased's name only, and investment accounts without beneficiary designations.

Do NOT count:

Qualifying and Non-Qualifying Examples

AssetValueQualifies?Reason
Checking account (sole name, no beneficiary)$45,000✅ YesPersonal property, decedent's name only
Vehicle (sole title)$22,000✅ YesPersonal property; total so far = $67,000
Savings account (sole name, no beneficiary)$28,000✅ YesTotal = $95,000 — under $100,000 ✅
House (sole ownership)$385,000❌ NoReal estate — requires Circuit Court probate
IRA with named beneficiary$150,000❌ N/APasses directly to beneficiary — not probate property
Additional investment account (no beneficiary)$12,000❌ NoTotal would be $107,000 — exceeds $100,000 threshold

How to Use the Illinois Small Estate Affidavit — Step by Step

  1. Obtain a certified death certificate (order from Illinois DPH Vital Records at dph.illinois.gov — allow a few business days)
  2. Confirm eligibility — total personal property subject to probate is $100,000 or less; no probate proceeding is open
  3. Draft the affidavit stating: the decedent's name and death date; that total personal property subject to probate is $100,000 or less; no probate is pending; your relationship and legal entitlement to the property; and a specific description of each asset claimed
  4. Sign before a notary public
  5. Attach a certified death certificate
  6. Present the affidavit directly to the asset holder — bank, Illinois Secretary of State (vehicle title transfer), investment broker
  7. The asset holder must transfer the property — they are legally protected when acting on a valid affidavit under 755 ILCS 5/25-1
No Circuit Court filing required. Present the affidavit directly to the institution holding the asset — not to any court. There is no filing fee. The bank or Illinois Secretary of State is legally required to transfer the asset upon receiving a valid, notarized affidavit with a certified death certificate. No wait period — present as soon as you have the certified death certificate.

Illinois vs. Neighboring State Thresholds

StateThresholdWait PeriodReal Estate?
Illinois$100,000NoneNo
Wisconsin$50,00030 daysNo
Missouri$40,00030 daysNo
Iowa$25,00040 daysNo
Indiana$50,00045 daysNo
Michigan$15,00028 daysNo
Kentucky$30,000NoneNo

Illinois's $100,000 threshold with no wait period is one of the most favorable small estate procedures in the Midwest. More estates qualify in Illinois than in most neighboring states, and there's no delay before you can act.

What If the Estate Doesn't Qualify?

If the estate includes real estate in the decedent's sole name, or if personal property exceeds $100,000, you must open probate with the Illinois Circuit Court in the county of domicile. If the will authorizes independent administration (755 ILCS 5/28) or all heirs consent, you can significantly reduce court supervision. See our Illinois Probate Process guide for the complete procedure.

Illinois has no inheritance tax. Even if you must open full probate, Illinois imposes no state inheritance tax. If the gross estate exceeds $4 million, Illinois estate tax (Form IL-706) applies. Only income tax filings (Form IL-1040 for the deceased's final return; Form IL-1041 for estate income) apply for most estates at the state level.

Related Illinois Resources

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