Document List for the REAL Probate System for New Jersey

 Checklists

• Estate Administration Check Plan Long Version
• Estate Administration Check Plan Short Version
• Business Owner Checklist
• Checklist for Probate Forms
• Asset Preservation and Management Checklist
• Checklist to Transfer Stock

Forms

• Analysis of Will
• Asset Tracking Form
• Surrogate's Court - Work Sheets (all counties)
• Critical Date Form
• Estate Administration Questionnaire
• Business Interest Form
• Computation of Elective Share Worksheet
• Divorce Form
• Disclaimer Form
• Statement of Pending Litigation
• Adopted and Illegitimate Children Form
• Will Contest Form
• Environmental Problems Form
• Renunciation of Executor Form
• Will Not Self-Proving Form
• List of Estate Accounts - Tracking System
• Receipts for Items Retained by Attorney/Delivered to Executor
• Receipt for Documents
• Receipt for Jewelry and Personal Effects
• Receipt for Original Insurance Policies
• Receipt for Original Annuity Contracts
• Receipt for Art and Collections
• Receipt for Titles to Motor Vehicles
• Receipt for Credit Cards
• Credit Card, Mortgage or Car Loan Life Insurance Form
• Analysis of Trust Form
• Application – Probate
• Authorization to Accept Service of Process
• Proof of Witness
• Acceptance of Testamentary Trusteeship
• Notice of Probate
• Proof of Mailing to Surrogate
• Executor/Administrator's Deed (NJ) 
• Stock Power/Bond Power
• Affidavit of Domicile
• Calculation of Executor's Commissions and Attorney's Fees
• Flat Tax Affidavit - Specific Devise or Jointly-Owned
• Flat Tax Affidavit - General Devise
• Executor's Affidavit of Services
• Attorney's Affidavit of Services
• Certification Regarding Child Support
• Waiver and Accounting and Release
• Informal Accounting
• Formal Accounting
• Waiver of Formal Accounting and Approval of Distribution           
• Order to Show Cause
• Complaint on Formal Account
• Affidavit of Mailing
• Affidavit of Inquiry Judgment
• Schedule of Final Distribution
• Release and Refunding Bond
• Client Satisfaction Survey

Letters

• Initial Consultation Letter
• Financial Release Authorization
• Letters to Beneficiary
• Letter to Surrogate     
• Letter to County Clerk re: Disclaimer involving Real Estate
• Letter from Executor to Attorney re: Pending Litigation
• Letter to Renouncing Executor
• Engagement Letter  (Hourly Fee or Flat Fee)
• Letter to Attorney
• Letter to Executor re: initial meeting, strategy for administration, and request for additional documents
• Letter to Funeral Director/Municipality Ordering Death Certificates
• Letters to Attorney General
• Letter to Internal Revenue Service
• Letter to Bank
• Letter from Executor to Bank re: Statements to Law Firm
• Letter to Executor
• Letter to Social Security Administration to advise of death, return Social Security check and/or submit Form SSA-8 (if applicable)
• Letter to Veterans Administration to advise of death, return VA check, request information on life insurance benefits and request Form VA Form 21-530
• Letter to Funeral Director Concerning Burial Allowance
• Letter to Bureau of Vital Statistics
• Letter to Utilities
• Letter to Postmaster enclosing Postal Service Form 3576 requesting a change of address
• Letter Canceling Charge Accounts and Credit Cards           
• Letter to Magazine Publisher
• Letter to Debtor re: Future Payments
• Letter to Tax Consultant
• Letter to Charity re: Taxpayer Identification Number
• Follow-up Letter to Institution Requesting DOD Values
• Letter to Appraiser
• Notice to Tenant re: Future Payments
• Notice to Landlord
• Letter to Insurance Company
• Letter to Mortgage Company Requesting Pay Off and information regarding credit life insurance
• Letter to Attorney to File Exemplified Copy of Will and Prepare New Deed
• Letter to Brokerage Firm
• Letter to Transfer Agent
• Letter to Secretary of State re:  Worthless Stock
• Letter to Computer Search re: Liquidating Shares
• Letter to Company re: Transferring Securities
• Letter to Employer Re: Benefits
• Letter to Plan Administrator re: Retirement Benefits/401k/IRA
• Letter to Surviving Spouse re:  Transferring Vehicle and Insurance
• Letter to CPA re: Valuation of Closely Held Business
• Letter to Creditor
• Letter to NJ State Offices     
• Letter from Executor to IRS 
• Letter - Order Charles Jones Search for Child Support
• Letter to Appropriate Parties re: NJIT Waiver
• Letter to Bonding Company re: Discharge
• Disengagement Letter
• Letter to Trustee