How To Use
An Affidavit of Domicile is a good document to have and create for the purpose of collecting assets as well as for filing state and federal estate tax returns, should they be due.
This document is especially important to have in place if Decedent lived in different states, especially if one was a higher taxed state for Estate tax purposes.
- The Affidavit of Domicile should be signed in the presence of a notary public.
- Make a copy of the Affidavit to keep with your records pertaining to the estate.
- Provide the original, along with other necessary documents to the corporation or broker who will be handling the transfer of what you are transferring that requires a copy of this Affidavit. Other necessary documents to include may be a “Stock Power” and “Letters of Appointment” statement or certificate.