Vermont Small Estate Affidavit Checker

$45,000, with a timeshare specifically carved out

Straight from the Vermont Judiciary: a small estate involves a simpler process when the estate is valued under $45,000 and there is no real estate except a timeshare — a genuinely specific, narrow exception most states don't carve out this way.

Even the small estate track still needs a bond

A Small Estate Administration Bond (Form 700-00020PESM) is still required — without surety unless the judge orders otherwise — so the process isn't entirely bond-free the way some other states' small-estate shortcuts are.

Governed by a court rule, not a standalone statute

The procedure is governed by Vermont Rule of Probate Procedure 80.3, a court rule rather than a legislature-passed statute standing on its own.

A separate shortcut for a sole heir

A Waiver of Administration is available for a sole heir or sole beneficiary with no Vermont real property — a distinct procedure from the $45,000 small estate threshold itself.

Vermont small estate — frequently asked questions

What is Vermont's small estate threshold?

$45,000, with no real estate except a timeshare — a genuinely specific exception most states don't carve out this way.

Is a bond required even for the small estate procedure?

Yes, but without surety unless the judge orders otherwise — a Small Estate Administration Bond (Form 700-00020PESM) is still part of the process.

What rule governs the small estate procedure?

Vermont Rule of Probate Procedure 80.3, a court rule rather than a standalone statute.

Is there a separate shortcut for a sole heir?

Yes — a Waiver of Administration is available for a sole heir or sole beneficiary with no Vermont real property, a distinct procedure from the $45,000 small estate threshold itself.

What documents does the small estate procedure require?

A certified copy of the death certificate, the original will and any codicils if there was a will, a copy of the paid funeral bill, the Small Estate Administration Bond, and the filing fee or a request to waive it.

This calculator provides an estimate for general guidance only and is not legal advice. Figures are based on Vt. R. Prob. P. 80.3. Actual eligibility depends on the estate's full facts. Confirm with the Probate Division or a licensed Vermont attorney before acting.