Englewood, CO asked in Banking, Estate Planning and Probate for California

Q: California small estate affadavit

I have financial power of attorney for my adult son. He is next of KIN to his father who just passed away. His only son. He had no estate. I am trying to have his fathers 401K tranistioned to an inherited IRA. I sent all the paperwork, POA etc to to the company. They require a California small affadavit form. The problem is I live in Texas. Can I get that form notarized here? Or do I have to fly out to California to get this document notarized?

1 Lawyer Answer
Julie King
Julie King
  • Estate Planning Lawyer
  • Monterey, CA
  • Licensed in California

A: You can sign a California Small Estate Affidavit in Texas, so long as you have a Texas notary notarize your signature. Best wishes!

Yelena Gurevich , Rebecca Sommer and Nina Whitehurst agree with this answer

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