Use the gross value of Louisiana succession property at death. Identify community and separate property, because the surviving spouse's existing community half and any usufruct affect what the heirs actually receive.
Check eligibility before signing
- Gross succession value is $125,000 or less, or the 20-year exception applies.
- The decedent died intestate or the will and circumstances fit the affidavit provisions.
- The surviving spouse and adult heirs can provide the required sworn facts.
- Minors, absent heirs, and forced-heir rights are handled as the Code requires.
Gather the required documents
- Small-succession affidavit with the article 3432 facts
- Certified death certificate
- Will and probate-status information, if applicable
- Detailed family and marital history
- Asset descriptions, values, debts, and legal descriptions
- Signatures of the required spouse, heirs, and knowledgeable affiants
Follow the state procedure
Execute the affidavit with the required parties and deliver certified copies to personal-property holders. For immovable property, file the affidavit and death documentation in the conveyance records of the parish where the property lies.
Know which property the shortcut reaches
A compliant small-succession affidavit can address movable and immovable succession property. Louisiana's community-property, usufruct, and forced-heirship rules determine shares and cannot be replaced by a private family allocation.
Understand the recipient's responsibility
Affiants swear to the family history, entitlement, property, and debts and can be liable for material misstatements. Recipients take subject to valid creditor and forced-heir rights.
Use another route when these facts apply
- The value exceeds $125,000 and the 20-year exception does not apply.
- A minor, absent heir, or succession representative prevents the required execution.
- A testament, forced-heir, community-property, or usufruct issue is disputed.
- Judicial authority is needed to sell, litigate, or clear title.
Where to read next
- Louisiana estate & inheritance tax — the state’s estate, inheritance-tax, and probate overview.
- Louisiana transfer-on-death deed — the separate route for real property, and whether Louisiana offers one.
- The Executor & Heir’s Guide — the probate deadlines for Louisiana, cited to the controlling statute.
Sources & methodology
Sources and current rules
| Current rule | $125,000 gross succession, or any value when death was at least 20 years earlier; small-succession affidavitLa. Code Civ. Proc. art. 3421 · 2024 |
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Methodology & sources
La. Code Civ. Proc. art. 3421 supplies the headline rule and its stated conditions.
Check current requirements with the court before filing.
General information, not legal advice. Eligibility, unpaid debts, and the signer’s liability depend on the estate. An attorney licensed in Louisiana can assess your situation.
Sources reviewed August 23, 2026.