PROBATE FORMS
The probate process occurs when someone passes away with a will.

• Information Sheet for Probate - updated 06/15/2022
  
  
• Renunciation of Executor   
  
  
• Renunciation of Corporate Executor   
  
  
• Renunciation of Trustee
  
  

ADMINISTRATION FORMS
The Administration process occurs when someone passes away WITHOUT A WILL. 

• Information Sheet for Administration - updated 06/22/2022
  
  
• Information Sheet Affidavit by Surviving Spouse in Lieu of Administration
      (this may be used by surviving spouse/partner when estate <$50,000; you must have detailed asset information and values to use this form)
  
  
• Information Sheet Affidavit by Next of Kin in Lieu of Administration
      (this may be used by next of kin when estate <$20,000; you must have detailed asset information and values to use this form)
  
  
• Renunciation of Administration
  
  
• Consent for Affidavits

ADMINISTRATION C.T.A.
This process occurs when no executor listed in a will is able or willing to accept duties of executor. 

• Information Sheet for Administration C.T.A.
  
  
• Renunciation for Residuary Legatee

ADMINISTRATION AD PROSEQUENDUM
This process occurs when the decedent dies as the result of an alleged wrongful act. 

• Information Sheet for Administration Ad Prosequendom
  
  
• Renunciation for Administration Ad Prosequendom

MISCELLANEOUS DOCUMENTS 

• Notice of Probate Information:
  A notice of Probate is a simple letter an executor is required to send to beneficiaries and/or next of kin of an estate.
  
  
• Claim against an Estate by a Creditor
  
  
• Disclaimer
  Used when a beneficiary does not wish to benefit from an estate. 

REFUNDING BOND AND RELEASE
Used when a distribution is made to a beneficiary.

Refunding Bond and Release Pursuant to N.J.S.A. 3B:23-24, an Executor or Administrator shall collect Refunding Bonds and Releases from each beneficiary upon distribution of assets. It is necessary to file the completed Refunding Bond and Release from each beneficiary of the estate with the Surrogate’s Court.
Fee:  $10 per bond when using our form

The Refunding Bond and Release has a dual purpose:

Refunding:
By signing a refunding bond the beneficiary is agreeing in the event the assets distributed to them are needed at a later time to pay a debt of the estate, the beneficiary will return part or all of the assets needed to pay those debts.

Releasing:
The beneficiary is releasing the Executor/Administrator from any liability pertaining to the administration of the estate. It discharges the Executor/Administrator from any future duties regarding the estate.

The Refunding Bond and Release must be signed by the beneficiary before a Notary Public or attorney. If the beneficiary is a minor or incapacitated person, the Refunding Bond and Release must be signed by the guardian of the property.  If the beneficiary is a trust, the refunding Bond and Release must be signed by the trustee.

TO CANCEL A SURETY BOND:

In an Administration that required a Surety Bond, said Bond will not be cancelled by the insurance agent unless the Certificate of Release is presented to the agent.  To obtain this certificate, all Refunding Bonds must be filed with the Surrogate’s Court and the Administrator must submit a written request and $5.00 fee for a Certificate of Release from the Surrogate.