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How does Utah probate work, and can small estates avoid it

UTAH LAW

How Utah Probate Works And When Small Estates Can Skip Court

Plain-English guide to thresholds, small-estate affidavits, informal vs. formal probate, timelines, and costs

Utah Law Explained keeps this simple. Probate is required in Utah when an estate includes any real property or when total personal property is above $100,000. Many smaller estates can avoid court with a short affidavit after 30 days. This page shows which track fits your situation and how long each stage usually takes.

Overview – This guide covers: when probate applies, informal vs. formal probate, the small-estate affidavit, timelines and key deadlines, typical costs and ways to reduce them.

01

When Probate Applies in Utah

Use these rules to decide if you must file in court or if a small-estate affidavit will work.

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Real Property Present

If the estate includes Utah real estate, probate is required. A small-estate affidavit cannot transfer land or a home.

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$100,000 Threshold

Probate is required if personal property exceeds $100,000. Cars do not count toward this limit.

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Small Estate Option

If no Utah real property and personal property is under $100,000, you can likely use a small-estate affidavit after 30 days.

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Vehicles and Boats

Transfer up to four titles with DMV Survivorship Affidavit TC-569C after 30 days, no court filing needed.

02

Choose the Right Track

Match your facts to the simplest legal path.

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Small-Estate Affidavit

Under $100,000, no Utah real property, at least 30 days since death, and no personal representative appointed.

You do not file this with the court. Sign before a notary and deliver it directly to banks or other asset holders.

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Informal Probate

Use when everyone agrees on heirs and debts. Mostly paperwork. Usually no hearing. Start 120 hours after death.

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Formal Probate

Use when there are disputes about a will, heirs, or debts, or you need court orders. Requires a hearing.

03

Informal vs. Formal Probate – What To Expect

Informal Probate

How it works: File an application with the district court, submit the original will if any, and request appointment. Court issues Letters to the personal representative.
Why choose it: Faster and simpler when there is agreement. Usually no hearing.

Formal Probate

How it works: You request a hearing. Judge resolves disputes about the will, heirs, or creditor claims.
When to use: Contested issues, unclear will, or the need for binding court orders.

Creditor Timeline

Publish Notice: Publishing a notice can shorten the claim period to about 3 months. Without publication, claims can be filed for up to 1 year.
Tip: Do not distribute assets until the claim period ends and debts are resolved.

Vehicles and Boats

Key Point: Use DMV form TC-569C to transfer up to four titles after 30 days without opening probate.
Note: Vehicle values do not count toward the $100,000 personal property limit.
04

Step-by-Step Paths

A) Small-Estate Affidavit

1

Confirm Eligibility

Under $100,000 in personal property, no Utah real property, at least 30 days since death, and no personal representative appointed.

2

Prepare the Affidavit

Use Utah’s small-estate affidavit form. Attach the death certificate and proof you are entitled to collect.

3

Sign and Notarize

Sign before a notary. You do not file it with the court.

4

Collect Assets

Deliver the notarized affidavit directly to banks, credit unions, insurers, or other asset holders.

5

Vehicles or Boats

Use DMV Survivorship Affidavit TC-569C to transfer up to four titles without probate.

B) Informal Probate

1

Wait 120 Hours

Utah requires at least 120 hours after death before filing.

2

File in District Court

Submit the application for probate, the original will if any, and acceptance forms in the county where the person lived.

3

Get Appointed

The court issues Letters Testamentary if there is a will or Letters of Administration if there is not. These give legal authority to act.

4

Notify Creditors

Publish a notice to shorten the claim period to about 3 months. Without publication, claims can be filed up to 1 year.

5

Inventory, Pay, Distribute

Gather and value assets, pay debts and taxes, then distribute the remainder to heirs.

6

Close the Estate

File closing papers after debts are resolved and distributions are complete.

05

Typical Costs and Ways To Save

court_fees Probate filing fees and certified copies as needed
publication Cost to publish creditor notice if you choose to shorten the claim period
notary Small-estate affidavit notarization
attorney_help Optional if you want legal guidance

Ways to save: use the small-estate process if eligible, request a fee waiver if finances are limited, keep clean records to avoid extensions or corrections.

06

Common Mistakes

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Trying to use a small-estate affidavit when real property exists.

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Skipping the 30-day wait before using the affidavit.

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Missing the 3-year deadline to open probate.

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Distributing assets before the creditor claim period ends.

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Video & Social Learning Hub

Key Takeaways

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Probate is required if there is Utah real property or personal property over $100,000. Cars do not count toward the limit.

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Many small estates can skip court with a notarized affidavit after 30 days.

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Informal probate handles most agreed estates on paperwork. Formal probate is for disputes and needs a hearing.

This page is legal information, not legal advice. When in doubt, get counsel before you file.

Need Help Applying This To Your Situation

Probate is usually a once-in-a-lifetime process. Confirm early if your facts fit the small-estate path to save time. If you are already serving as a personal representative, track deadlines and keep copies of every notice and filing.

Talk to a Utah Attorney

Get clear next steps for timelines, affidavits, creditor notices, and closing the estate the right way.

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