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Honor & Keep

Sources

Every dollar figure, deadline, and statute in this product traces to something you can read yourself. 83 of them are listed below, with a link to the actual statute section, court form, or agency page — not a homepage.

We do this because you are being asked to make decisions about someone's estate on our word, and that is not a reasonable thing to ask without showing you where the word came from. If something here is wrong or a link is dead, tell us and we will fix it.

Why we date every link, and why you should still check

These figures move, and the official sources are not always the fastest to say so. A concrete example from this year: Florida raised its summary administration cap from $75,000 to $150,000 effective July 1, 2026. Months later, the codified statute page and The Florida Bar's own consumer pamphlet still showed $75,000. If you had checked our number against the obvious source, you would have “confirmed” the wrong one.

So: we tell you the date we last checked, we link the session law and not just the codified section, and we label our own figures “confirm current threshold.” Before you file anything, the clerk of your probate court can confirm the number in about two minutes, and that call is free.

State figures, and when we last checked them

StateSimplified pathCutoffStatuteChecked
CAAffidavit / declaration for collection or transfer of personal property
$208,850 · deaths from 2025-04-01
$184,500 · deaths from 2022-04-01
$166,250
Cal. Prob. Code §131002026-08-16
TXSmall estate affidavit (court-approved)
$75,000
Tex. Estates Code ch. 2052026-08-16
FLSummary administration
$150,000 · deaths from 2026-07-01
$75,000
Fla. Stat. §735.2012026-08-16
NYVoluntary administration (small estate proceeding)
$50,000 · deaths from 2019-11-25
$30,000
N.Y. SCPA §1301 (Article 13)2026-08-16
OHRelease from administration
$35,000
Ohio Rev. Code §2113.032026-08-16

Where a state shows more than one figure, the one that applies depends on the date of death. Your plan picks the right one automatically.

Federal and national

36 sources

California

10 sources

Texas

11 sources

Florida

9 sources

  • Summary administrationofficial source

    Fla. Stat. §735.201

    IMPORTANT: this codified page still shows the OLD $75,000 figure. Chapter 2026-57, Laws of Florida raised the cap to $150,000 effective July 1, 2026. Florida's annual codification runs months behind the actual law. See the session law link below.

    Link checked 2026-08-16

  • The 2026 act that raised the cap to $150,000official source

    Ch. 2026-57, Laws of Fla. (CS/HB 1337)

    This is the authority for the $150,000 figure. If anyone tells you the cap is $75,000, this is what to show them.

    Link checked 2026-08-16

  • Disposition without administrationofficial source

    Fla. Stat. §735.301

    Much narrower than a dollar cap suggests — it is measured against funeral costs and final-illness medical bills, not a flat figure.

    Link checked 2026-08-16

  • Intestate small estates, more than a year after deathofficial source

    Fla. Stat. §735.304

    Cap rose from $10,000 to $20,000 effective July 1, 2026 under the same act.

    Link checked 2026-08-16

  • Petition for summary administration (no will)official source

    Form SH-01 — 11th Judicial Circuit

    Florida has no single statewide fillable PDF. The content is standardised by rule (Fla. Prob. R. 5.530) but each circuit publishes it under its own name and number. This is Miami-Dade's 2026 version — notably, it already reflects the $150,000 cap. Use your own circuit's version if it publishes one.

    Link checked 2026-08-16

  • Probate forms index (includes the with-a-will version, SH-03)official source

    Link checked 2026-08-16

  • Find your county clerk of courtofficial source

    Florida Court Clerks & Comptrollers

    Link checked 2026-08-16

  • Probate filing fees, by statuteofficial source

    Fla. Stat. §28.2401

    Link checked 2026-08-16

  • Order a certified death certificateofficial source

    Florida Department of Health

    Link checked 2026-08-16

New York

8 sources

Ohio

9 sources

This list is not legal advice

Linking you to a statute is not the same as telling you what it means for your situation. Reading the law is genuinely useful and we encourage it — but if the estate is contested, involves minor children, or might not cover its debts, that is a conversation with a licensed attorney, and our hardship page explains where legal aid fits if money is tight.