A Small Estate
Wis. Stat. 867.03 — a transfer by affidavit when the property is $50,000 or less
In Wisconsin, when a person leaves property subject to administration in the state of no more than $50,000 in gross value, an heir, the trustee of their revocable trust, the person named in their will as personal representative, or their guardian may collect money due them and receive their property by giving the holder an affidavit.
- The affidavit describes and values the property, gives the total value of the property subject to administration, and says whether the person or their spouse received long-term care, medical assistance or the other aid the section lists.
- Where that aid was received, notice is mailed first.
- A holder given an affidavit by a person named in the will, who is not also an heir, trustee or guardian, waits 30 days before transferring anything.
Sources for this section (1)
- Wis. Stat. 867.03 — Transfer by affidavit
Legal information, not legal advice. Verified as of September 2026. Applying it to a particular situation is the work of a licensed Wisconsin attorney.