[IL] How do I file a small estate affidavit to claim my brother’s assets?
I need to file a small estate affidavit on my brother’s savings account. He died on March 15th, and the bank says this is the way I can get it.
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You will need to complete the small estate affidavit, print it, and then attach the death certificate to the affidavit when you present it to the bank to retrieve the account (755 ILCS 5/25-1).
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Illinois Small Estate Affidavit Form
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I need to file a small estate affidavit on my brother’s savings account. He died on March 15th, and the bank says this is the way I can get it.
Lexi, Chatbot
I’m sorry to hear about the passing of your brother. Have you already obtained the necessary forms?
Yes, I believe so.
Lexi, Chatbot
Do you have all the required documentation ready?
I need his death certificate.
Lexi, Chatbot
Is there anything else the lawyer should know?
No. How do I send you a picture of the death certificate, and what happens after I file this?
Infolawyer
Hello, I’m an attorney. What state did your brother live in?
Illinois.
Infolawyer
Do you already have a form for a small estate affidavit?
I don’t have a smartphone. Is there any way I can mail the death certificate to you?
Infolawyer
You will need to complete the small estate affidavit, print it, and then attach the death certificate to the affidavit when you present it to the bank to retrieve the account (755 ILCS 5/25-1).
I don’t have a printer.
Infolawyer
You can go to your local library to print the documents. Or a local Staples/Office Depot as well.
Oh, okay. So I get the form printed and attach the death certificate, then take it to my brother’s bank?
Infolawyer
Exactly.
Okay, I will do this tomorrow.
Infolawyer
Sounds like a plan. Best wishes to you during this time.
Thank you. I need to get him a headstone.
Infolawyer
Understandable—and that’s the purpose of the small estate affidavit. Have a good day.
Infolawyer
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