How to properly document and file receipts for payments to heirs or service providers in an estate (NJ)
Disclaimer: I am not a lawyer. This article explains general practices under New Jersey law to help you prepare to speak with a probate attorney or the Surrogate’s Court. This is not legal advice. Detailed Answer — How to document and file receipts for estate payments in New Jersey When you administer an estate in […]
Read article →What steps ensure third-party claims and payments are accurately recorded in probate filings (NJ)
FAQ: How do I ensure third-party claims and payments are accurately recorded in New Jersey probate filings? Disclaimer: This is educational information, not legal advice. Consult a New Jersey probate attorney or the local Surrogate's Office for advice tailored to your situation. Detailed Answer — Steps to accurately record third-party claims and payments in NJ […]
Read article →How can next of kin qualify to be appointed as the estate administrator in New Jersey (NJ)?
How next of kin can qualify to be appointed as estate administrator in New Jersey Detailed Answer — How a next of kin qualifies to be appointed administrator under New Jersey law This answer explains, in plain language, how a next of kin can become the court-appointed administrator (often called a "personal representative" or "administrator") […]
Read article →What documents are required to apply for probate appointment and oath in NJ?
How to Prepare Documents to Apply for Probate Appointment and Oath in NJ This FAQ-style guide explains what you typically must file with the County Surrogate to obtain appointment as personal representative (executor or administrator) and to take the required oath in New Jersey. This is a general overview — not legal advice. See the […]
Read article →Which statements and financial documents are required for annual and final probate accountings? (NJ)
Detailed Answer Short answer: For both annual and final probate accountings in New Jersey, a personal representative (executor, administrator, or guardian/conservator handling estate funds) must present a clear, itemized accounting of all estate transactions plus supporting financial documents: an inventory of assets, a schedule of receipts and disbursements (money in and out), bank and investment […]
Read article →What steps can heirs take to resolve an elective share dispute through mediation in NJ?
FAQ: Resolving an Elective Share Dispute Through Mediation — New Jersey Short answer: Heirs can often resolve elective share disputes efficiently through mediation by gathering estate records, identifying all interested parties, retaining counsel or a probate-experienced mediator, exchanging valuation information, and negotiating a written settlement that the probate court can adopt. Mediation can save time, […]
Read article →What is the process for negotiating a creditor’s payoff amount in estate administration in NJ?
Answer — How to negotiate a creditor’s payoff amount during estate administration in New Jersey Detailed answer This FAQ explains, in plain language, how an executor or personal representative (often called the "executor" or "administrator") negotiates a creditor’s payoff (a claim) during administration of an estate in New Jersey. This is a general guide — […]
Read article →What steps can be taken to verify or contest a creditor’s payoff quote on an estate debt? (NJ)
FAQ: Verifying or Contesting a Creditor’s Payoff Quote on an Estate Debt (New Jersey) Detailed answer — what to do when a creditor gives a payoff quote on an estate debt If you are the personal representative (executor or administrator) of a New Jersey estate, or a family member handling the estate, you will often […]
Read article →How to submit an affidavit accounting for personal property in a NJ small estate case?
How to submit an affidavit accounting for personal property in a New Jersey small estate case Detailed Answer — Submitting a personal-property affidavit in a New Jersey small estate This guide explains, in plain language, how to prepare and submit an affidavit that accounts for a decedent’s personal property when handling a New Jersey small […]
Read article →What records are needed to show asset transfers under New Jersey (NJ) small estate procedures?
Detailed Answer — Documents and proof needed to complete asset transfers using New Jersey small‑estate procedures When a decedent’s personal property qualifies for New Jersey’s small‑estate summary procedures, a claimant typically uses a sworn affidavit (often called an "Affidavit for Collection of Personal Property of Decedent") to collect or transfer assets without full probate. To […]
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