Louisiana Small Succession Affidavit Checklist

A complete step-by-step checklist for handling a Louisiana small succession affidavit — from gathering required documents through filing with the Louisiana Department of Revenue and presenting to banks and the OMV. Designed for families handling estates under $125,000 who want to use the simplified affidavit procedure instead of a full court succession.

Inside the checklist:

• Qualification test — is the small succession affidavit right for your situation?
• Required documents checklist
• How to calculate the gross estate value (what counts, what doesn’t)
• Heir identification — including the common mistakes that invalidate affidavits
• 10-step process from start to recording
• Timeline expectations and typical costs
• When you need a full succession instead

Prepared by Scott Law Group — Estate Counsel, Louisiana succession and probate attorneys serving clients statewide.