1Immediate Actions
The first days
First: Get Death Certificates
Required for everythingNew Jersey Office of Vital Statistics and Registry
Secure the Property
- Lock the residence and secure valuable items
- Forward mail to a responsible family member
- Make a list of what you find (don't throw anything away yet)
Locate Important Documents
2Required by Law
Legal duties
Deposit the Will
New Jersey sets NO deadline for depositing or offering a will for probate and no statutory penalty for delay, so the deadline is recorded as 0 to mean "no fixed statutory deadline, verify locally" rather than "due immediately". What the statute does impose is a floor: no will may be admitted to probate until after 10 days from the death of the testator (N.J.S.A. 3B:3-22). Probate papers may be filed and the executor may qualify at any time after the death and before the will is admitted. The Cape May County Surrogate's Court keeps the original will, so bring the signed original: probating a copy requires a Superior Court action. (N.J.S.A. 3B:3-22)
Creditor claim window
Creditors generally have 9 months from date of death to bring claims against the estate. (N.J.S.A. 3B:22-4)
Notify Key Parties
- Banks and credit card companies (to prevent unauthorized use)
- Social Security Administration (1-800-772-1213)
- Employer (if applicable) for final paycheck and benefits
3Assess Your Situation
Before filing anything
Which probate type is right for you?
Small estate? If the estate is worth less than the New Jersey small-estate limit (shown on the options below), you may qualify for simplified procedures.
Is there a valid will? If yes, you'll file for probate with will. If no will exists, it's intestate probate.
Complex assets? Business interests, real estate in multiple states, or contested claims may require probate administration.
Select a probate type below to see specific requirements and costs.
Which applies to your situation?
Not sure? Use the free checker at the top of this page - you don't have to decide this alone.
An INTESTATE-ONLY affidavit procedure taken before the Cape May County Surrogate, with no administration and no bond. Where the total value of the real and personal assets will not exceed $50,000, a surviving spouse, civil union partner, or domestic partner may take all assets by affidavit, and the first $10,000 is free from the intestate's debts. Where there is no surviving spouse, civil union partner, or domestic partner and the assets will not exceed $20,000, one heir with the written consent of the remaining heirs may take the assets by affidavit for the benefit of all heirs and creditors. These ceilings apply to a decedent dying on or after January 19, 2016; for an earlier death they are $20,000 and $10,000. There is NO affidavit path where the decedent left a will. Verify eligibility with the Surrogate before relying on this route.
- Qualifies:
- $50,000
- Attorney:
- not required by law, though many families use one
The intestate track. The Cape May County Surrogate, or the Superior Court, grants letters of general administration where the decedent left no will. Administration goes first to the surviving spouse, civil union partner, or domestic partner if that person accepts, then to the remaining heirs, then to any other person who will accept, and renunciations from anyone with an equal or prior right may be needed. A surety bond is normally required and its premium is separate from the $125 statutory fee. If no heir claims administration within 40 days after the death, the court may grant letters to any fit person who applies. Verify bond and renunciation requirements with the Surrogate's office.
- Qualifies:
- Larger estates, or when no simplified option fits
- Attorney:
- not required by law, though many families use one
The standard track where the decedent left a valid original will. The executor named in the will applies to the Cape May County Surrogate, presents the original will and a certified death certificate, and gives the names and addresses of the beneficiaries and next of kin. The Surrogate admits the will and issues letters testamentary and short certificates. Nothing can be admitted to probate until after 10 days from the death. Uncontested probate is an over-the-counter Surrogate proceeding, not a hearing before a judge. There is no small-estate shortcut for a testate estate: a will must be probated no matter how small the estate. Verify the current steps with the Surrogate's office.
- Qualifies:
- Estate over thresholds or complex situations
- Attorney:
- not required by law, though many families use one
The standard track where the decedent left a valid original will. The executor named in the will applies to the Surrogate of the county where the decedent lived at death, presents the original will, a certified death certificate, and the names and addresses of beneficiaries and next of kin, and qualifies. The Surrogate admits the will and issues letters testamentary and short certificates. Probate cannot occur until after 10 days from the death. Uncontested probate is an over-the-counter Surrogate proceeding, not a hearing before a judge.
- Attorney:
- not required by law, though many families use one
Documents you'll need:
- Certified Death Certificate
- Original Will and Codicils
- Application for Probate (county Surrogate form)
- Short Certificate
- Notice of Probate and Proof of Mailing
- New Jersey Inheritance Tax Return
- Refunding Bond and Release
The intestate track. The Surrogate's Court of the county where the decedent resided at death, or the Superior Court, grants letters of general administration. Administration goes first to the surviving spouse or domestic partner if that person accepts, then to the remaining heirs, then to any other person who will accept. A surety bond is normally required. If no heir claims administration within 40 days after the death, the court may grant letters to any fit person who applies.
- Attorney:
- not required by law, though many families use one
Documents you'll need:
- Certified Death Certificate
- Application for Letters of Administration (county Surrogate form)
- Short Certificate
- New Jersey Inheritance Tax Return
- Refunding Bond and Release
An INTESTATE-ONLY affidavit procedure. Where the total value of the real and personal assets will not exceed $50,000, a surviving spouse, civil union partner, or domestic partner may take all assets by affidavit before the Surrogate without administration, and up to $10,000 of the assets is free from the intestate's debts. Where there is no surviving spouse, civil union partner, or domestic partner and the assets will not exceed $20,000, one heir who has the written consent of the remaining heirs may take the assets by affidavit, without administration or bond. The $50,000 and $20,000 ceilings apply to a decedent DYING ON OR AFTER January 19, 2016; for an earlier death the ceilings are $20,000 and $10,000 with $5,000 free from debts.
- Qualifies:
- $50,000
Documents you'll need:
- Certified Death Certificate
- Affidavit in Lieu of Administration
A limited appointment for the sole purpose of prosecuting a wrongful-death action where the decedent died intestate. The Surrogate's Court of the county where the intestate resided at death, or, for a nonresident, the county where the fatal accident occurred, or the Superior Court, may grant letters of administration ad prosequendum to the person entitled by law to general administration. No bond is required.
A contested probate, a caveat filed before probate, a will that is not self-proving or whose execution is doubtful, a lost or copied will, a formal accounting, an elective-share complaint, a guardianship of an incapacitated adult, and an action to remove a fiduciary all go to the Superior Court of New Jersey, Chancery Division, Probate Part. Filing the first paper is $175 through the Surrogate as deputy clerk.
4File for Probate
Where to file, forms & fees
Where to File
Free Filing Help Available
Cape May County Surrogate's Court can help you understand forms and filing requirements at no cost.
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