Louisiana route screening

Louisiana small-estate limit: $200,000

A small succession is generally $200,000 or less in gross value at death for a decedent domiciled in Louisiana ($125,000 for an ancillary succession of a non-domiciliary); a succession whose death occurred at least 20 years before the affidavit may qualify regardless of value. Judicial opening may be unnecessary for listed intestate cases and limited testate cases. Louisiana immovables may be described in an intestate affidavit, while the testate no-opening route requires no Louisiana immovable property and waiver of probate of the testament.

Sources reviewed August 9, 2026. Latest primary-source re-fetch September 15, 2026.

Threshold evidence and currency

What the reviewed source establishes

Currency: No later session-law supersession is recorded in the reviewed source set for this threshold. The edition/currentness label below is the basis for the published figure.

Controlling citation: La. C.C.P. art. 3421 — Acts 2026, No. 293, §1..

Verbatim threshold text from that source:

Art. 3421. Small successions defined A small succession, within the meaning of this Title, is any of the following: (1) The succession of a person who died domiciled in Louisiana and who died leaving property with a gross value of two hundred thousand dollars or less valued as of the date of death. (2) The ancillary succession of a person who died domiciled outside of Louisiana and who died leaving property in Louisiana with a gross value of one hundred twenty-five thousand dollars or less valued as of the date of death. (3) The succession of a person whose date of death occurred at least twenty years prior to the execution of a small succession affidavit and who died leaving property in Louisiana of any value. Amended by Acts 1976, No. 187, §1, eff. Jan. 1, 1977; Acts 1979, No. 71, §1, eff. Jan. 1, 1980; Acts 1980, No. 582, §1; Acts 2009, No. 81, §1, eff.

What the Louisiana amount screen counts

The headline limit is not a count of everything the person owned. It is a test of the property and deductions named by this procedure. Classify title and beneficiary status first; property that transfers by a valid survivorship right, beneficiary designation, or funded trust follows its own transfer path.

This screen counts the probate estate within the statute’s stated scope, not merely cash accounts. Solely owned real property can therefore affect the amount test. That does not necessarily mean the same simplified procedure transfers the house; counting scope and transfer authority are separate questions.

The reviewed value basis is gross for this route. The tool does not subtract a mortgage or other lien from the amount test unless the cited rule says to do so.

Timing and facts the threshold cannot answer

No waiting-period number is published because it has not been verified to the same primary-source standard as the threshold.

Louisiana also states an alternate route after more than 20 years. It is evaluated separately from the amount route rather than requiring both conditions at once.

What does not qualify for this route

  • An estate above $200,000 does not qualify for this value-based route, unless the separately described alternate route applies.
  • Property that transfers by survivorship, beneficiary designation, or a funded trust is not probate property for this screen.
  • A pending or completed personal-representative appointment, a will condition, creditor issue, or family-rights condition can disqualify the route even when the amount appears within the reviewed rule.

Move from the screen to the official Louisiana path

Assemble the death date, will status, asset titles, beneficiary confirmations, values, enforceable liens, family facts, and any prior court filing before signing anything. Then use the court publisher’s current artifact for the selected route.

No statewide small-succession affidavit or statewide probate opening-fee total was located on the Louisiana Supreme Court site; parish clerks provide filing requirements and advance-cost deposits.

Louisiana terminology is succession, succession representative, testament, independent administration, and judgment of possession—not a forced common-law executor/probate model.

If the state publishes no statewide form, that is a finding—not a missing link. Contact the District Court or clerk in the proper county for its packet and current filing instructions rather than borrowing an unofficial form from another county.

Questions to resolve before relying on “likely qualifies”

  • No single statewide filing total exists; parish clerk advance deposits and document counts control.
  • No common-law-style creditor nonclaim deadline was inferred from the succession claim articles.
  • No independent verifier has re-derived the civil-law characterization.
  • Confirm deed, account title, beneficiary, and trust ownership from the actual records.
  • Confirm whether a will, prior appointment, creditor issue, or family allowance changes the route.
  • Confirm the official form, fee, copy count, and filing method with the receiving court or institution.
Use this as a starting point.

Louisiana eligibility map

What the Louisiana simplified route still requires

The Louisiana threshold is one screen, not a complete legal conclusion. This map pairs the recorded ceiling with the property scope, deductions, date, and court artifact that have to be checked before relying on a likely-qualifies result.

Louisiana estate administration decision map
QuestionRecorded Louisiana answerCarry into the case
What route is being screened?Small succession affidavitConfirm that the will, prior appointment, family facts, and asset titles fit this route.
What property and basis count?probate property within the rule's stated scope; gross value for this route.Keep real property, liens, beneficiary transfers, and survivorship transfers classified separately.
What is the amount screen?$200,000Use the counted property, not a bank-balance shortcut.
What is the time or deadline record?No waiting-period number verified; Louisiana uses ordinary prescription plus succession claim-presentation and suspension rules rather than a single common-law probate nonclaim period. Articles 3241, 3242, and 3245 do not establish one publication/appointment/outer deadline that can be reduced to days.Keep the event that starts each clock with the date; do not combine separate periods into one number.
What does the cost record establish?No single statewide amount is published here; confirm the receiving court's current schedule.Ask the District Court about local surcharges, copies, publication, bond, and later filings.
What does compensation use?Absent a testamentary provision or agreement with the surviving spouse and all competent heirs or legatees, an administrator or executor receives 2.5% of the amount of the inventory. The court may increase it on a proper showing that the usual commission is inadequate. A judicial small succession separately caps its succession representative at 5% of gross assets. The relevant base is the estate accounting.Keep the will, task log, receipts, and accounting base together; extraordinary work is separate.

Eligibility inputs

The Louisiana screen is made of these inputs

A threshold is useful only when the amount is measured the way the source describes. Keep this table with the asset worksheet so an empty or misclassified field cannot look like a confirmed qualification.

InputRegistry record
Threshold$200,000
Property scopeprobate property within the rule's stated scope
Value basisgross value for this route
Waiting periodNo waiting-period number verified
Required extra factsNone listed in the registry
Alternate time routeMore than 20 years after death

Case-file context

Keep the Louisiana answer with its neighboring conditions

A route answer is easier to use when the facts that can change it stay in the same record. These are the reviewed Louisiana descriptions adjacent to this page\'s main question; they are not a substitute for the source quotations or the receiving court\'s instructions.

Cost context

For a judicial small succession, court costs are one-half of those in a comparable non-small succession. District-court clerk fees may be lower than statutory ceilings and depend on initialization, pages, exhibits, indexing, issuance, service, and parish-specific authority, so confirm the advance deposit with the parish clerk.

No single statewide amount is published here; confirm the receiving court's current schedule.

Compensation context

Absent a testamentary provision or agreement with the surviving spouse and all competent heirs or legatees, an administrator or executor receives 2.5% of the amount of the inventory. The court may increase it on a proper showing that the usual commission is inadequate. A judicial small succession separately caps its succession representative at 5% of gross assets.

Absent a testamentary provision or agreement with the surviving spouse and all competent heirs or legatees, an administrator or executor receives 2.5% of the amount of the inventory. The court may increase it on a proper showing that the usual commission is inadequate. A judicial small succession separately caps its succession representative at 5% of gross assets. The relevant base is the estate accounting.

Deadline context

Louisiana uses ordinary prescription plus succession claim-presentation and suspension rules rather than a single common-law probate nonclaim period. Articles 3241, 3242, and 3245 do not establish one publication/appointment/outer deadline that can be reduced to days.

  • No single statewide filing total exists; parish clerk advance deposits and document counts control.
  • No common-law-style creditor nonclaim deadline was inferred from the succession claim articles.
  • No independent verifier has re-derived the civil-law characterization.

Court-material note: No statewide small-succession affidavit or statewide probate opening-fee total was located on the Louisiana Supreme Court site; parish clerks provide filing requirements and advance-cost deposits. Louisiana terminology is succession, succession representative, testament, independent administration, and judgment of possession—not a forced common-law executor/probate model.

Arithmetic illustration

See the Louisiana amount screen without mistaking it for a result

The recorded Louisiana ceiling is $200,000, and it is tested against probate property within the rule's stated scope, on a basis this site records as gross value for this route. Counted that way, $150,000 sits below the Louisiana figure and $250,000 sits above it. Both are comparisons to a published number rather than legal outcomes: two estates holding the same total can land on opposite sides of this line, because what Louisiana counts and how it values it are decided before the comparison is made.

Illustrative counted amountComparison to the Louisiana ceilingWhat it does not decide
$150,000Below $200,000Title, liens, waiting period, appointment, or creditor duties
$250,000Above $200,000Whether another statutory route or court process applies

Next evidence to collect

Use the calculator for arithmetic, then verify title, timing, and the receiving court's form.

  1. Record the date of death, the county, and the exact proceeding or affidavit being considered.
  2. Classify each asset by title, beneficiary, trust, real-property status, and the value basis shown above.
  3. Open the official court material below and keep its form or schedule with the estate record.
  4. Do not distribute property until the route, creditor position, and required approvals are resolved.

Official material

No statewide small-succession affidavit or statewide probate opening-fee total was located on the Louisiana Supreme Court site; parish clerks provide filing requirements and advance-cost deposits.

Louisiana terminology is succession, succession representative, testament, independent administration, and judgment of possession—not a forced common-law executor/probate model.

Source trail

Records used by this Louisiana map

  • La. C.C.P. art. 3421Louisiana Code of Civil Procedure, Small Successions Defined; reviewed August 9, 2026
  • La. C.C.P. art. 3431Louisiana Code of Civil Procedure, Judicial Opening Unnecessary; reviewed August 9, 2026
  • La. C.C.P. art. 3432Louisiana Code of Civil Procedure, Small Succession Affidavit Contents; reviewed August 9, 2026
  • La. C.C.P. art. 3422Louisiana Code of Civil Procedure, Small Succession Costs and Compensation; reviewed August 9, 2026
  • La. C.C.P. art. 3351Louisiana Code of Civil Procedure, Succession Representative Compensation; reviewed August 9, 2026
  • La. R.S. 13:841Louisiana Revised Statutes, District Court Clerk Fees; reviewed August 9, 2026
  • La. C.C.P. art. 3242Louisiana Code of Civil Procedure, Response to Submitted Claim; reviewed August 9, 2026
  • La. C.C.P. art. 3241Louisiana Code of Civil Procedure, Presenting Claim Against Succession; reviewed August 9, 2026
  • La. C.C.P. art. 3245Louisiana Code of Civil Procedure, Formal Proof and Prescription; reviewed August 9, 2026
  • La. C.C.P. art. 3396Louisiana Code of Civil Procedure, Independent Administration Definitions; reviewed August 9, 2026

Controlling source

Each legal input links to the government source reviewed for this page. Source text can change; confirm the current rule before acting.