Bank Affidavit for Small Accounts

Under Louisiana law, if someone dies and the only things in their estate are bank accounts with less than $5,000.00, you may be able to transfer the accounts to the heirs without the need for doing a succession in court.  Banks are permitted under LA RS 6:315.1 to close such accounts and transfer the funds to the surviving spouse or heirs if the bank receives an affidavit establishing jurisdiction and heirship.

This procedure provides a low cost way to handle a small estate without the need for any legal proceeding or the need to hire an attorney.  

Complete the form below to download a sample form affidavit that can be used for this procedure. 

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Brad Scott
Experienced estate planning, estate litigation and Louisiana succession attorney.