Utah Executor and Estate Kit: the $100,000 Small Estate Route After 30 Days, First Month Checklist and Estate Ledger

Who it is for

Whoever is settling the estate of someone who lived in Utah. Handed to the bank or other holder. Not filed with the court; given directly to the bank or other holder.

Not the right fit if

The person didn't live in or own property in Utah, or a will contest or family dispute means you need an estate attorney. Not a form preparation or legal service.

Why it is different

• Sources, checked November 2026: Utah State Courts: Small estates self-help; Utah State Courts: Small Estate Affidavit form (PDF); Nolo (secondary source): Probate Shortcuts in Utah (Nolo, updated October 2024); Utah Code Title 75, Chapter 2, Part 5, Wills (Utah Legislature); Utah Code Title 75, Chapter 2, Part 14, Uniform Electronic Wills Act (Utah Legislature).
• All 11 Utah facts are confirmed: on an official page, or where none could be read, on a vetted secondary source marked as such.

What is inside

• Utah small estate route. The entire estate under $100,000. The affidavit can't transfer real property; vehicles and boats have a separate motor vehicle affidavit. Real estate isn't counted, and the affidavit doesn't transfer it; it needs its own route. 30 days. At least 30 days after the death. Signed before a notary. The successor signs the affidavit in front of a notary. Handed to the bank or other holder. Not filed with the court; given directly to the bank or other holder. Small Estate Affidavit. Utah State Courts form; vehicles use the DMV Survivorship Affidavit (TC-569C). Summary administration (Utah Code 75-3-1203): A court procedure for a personal representative when the estate, less liens and encumbrances, is no more than the homestead allowance, exempt property, family allowance, administration and funeral costs and last-illness medical expenses; no creditor notice is needed before distribution (Nolo's summary).
• How a Utah will had to be signed. Two witnesses, each signing within a reasonable time after seeing the signing or the acknowledgment. Allowed. The witnesses' affidavits are made before an officer authorized to administer oaths. Recognized if the signature and the material parts are in the testator's handwriting. A witness who is interested doesn't make the will or any part of it invalid.
• Utah estate ledger (Excel). Assets, debts, payments and distributions; it compares the countable assets with $100,000, dates day 30 after the death and leaves real estate out of the count.
• First 30 days, tracker and letters. The first month in order with day 30 marked, a documents and accounts tracker, and plain letters to a bank, a utility and Social Security.