Small Estate Affidavit Checklist

    Collecting a small Michigan estate without opening a full probate case.

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    Quick Answer

    What do I need for a Michigan small estate affidavit?

    If a Michigan estate's value after funeral and burial costs falls under the annually adjusted small estate limit, heirs can use a small estate affidavit (PC 598) or petition for assignment (PC 556) instead of full probate. You need a certified death certificate, an itemized asset list with values, funeral bill receipts, and the names and addresses of all heirs.

    Required Forms

    • PC 598Affidavit of Decedent's Successor for Delivery of Certain Assets
    • PC 556Petition and Order for Assignment (small estates)

    Documents to Gather

    Filing Steps, In Order

    1. 1.Total the estate value and subtract funeral and burial expenses
    2. 2.Check the current requirements for the requested procedure with the probate register or a licensed Michigan attorney
    3. 3.For PC 598, verify that no Michigan real property is included
    4. 4.Complete PC 598 (asset delivery) or PC 556 (court assignment)
    5. 5.For PC 556, file in the decedent's county probate court and pay the fee
    6. 6.Present the signed affidavit or order to the bank or asset holder

    Costs (Estimated)

    PC 598 has no court fee. PC 556 filing fee is $25 plus an inventory fee based on estate value.

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    Reviewed and updated by the Clear Path document team. Informational only — not legal advice.

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