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ESTATE INFORMATION SHEET MIDDLESEX COUNTY SURROGATE\'S COURT P.O. Box 790, New Brunswick, NJ 089030790Please check which office you are interested in making an appointment to sign papers.* New Runs___
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How to fill out estate information sheet

01
Start by gathering all necessary information about the estate, including the deceased person's personal details, assets, liabilities, and beneficiaries.
02
Fill out the estate information sheet accurately and thoroughly. Provide all required information, such as the deceased person's full name, date of death, and social security number.
03
Take inventory of the deceased person's assets, such as real estate properties, bank accounts, investment accounts, vehicles, and personal belongings. Include all relevant details, such as account numbers and property addresses.
04
List all known liabilities of the estate, including debts, loans, mortgages, and credit card balances. Provide documentation or supporting evidence wherever possible.
05
Identify the beneficiaries of the estate and their relationship to the deceased person. Include their full names, addresses, and contact information.
06
If applicable, provide information about any prior wills, trusts, or estate planning documents related to the deceased person.
07
Review the completed estate information sheet for accuracy and completeness. Make any necessary corrections or additions.
08
Submit the estate information sheet to the appropriate party or institution, such as an attorney, probate court, or financial institution. Follow any specific instructions provided by the relevant authorities.
09
Keep a copy of the completed estate information sheet for your records.
10
Update the estate information sheet as needed, particularly if there are any significant changes or updates to the estate.

Who needs estate information sheet?

01
Anyone who is responsible for handling the affairs of a deceased person's estate needs an estate information sheet. This includes family members, executors, administrators, or individuals appointed by the court to oversee the estate's administration.
02
Estate planning attorneys, financial advisors, and other professionals involved in estate planning or probate administration may also require an estate information sheet to assess the estate's assets, debts, and beneficiaries.
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An estate information sheet is a document that provides detailed information about an individual's estate, including assets, debts, and beneficiaries, typically required for estate administration.
The executor or administrator of the estate is required to file the estate information sheet.
To fill out an estate information sheet, gather all relevant information about the deceased's assets, liabilities, and beneficiaries and accurately complete each section of the form as instructed.
The purpose of the estate information sheet is to provide a clear and official account of the estate's assets and liabilities for the probate court and to facilitate the distribution process.
Information that must be reported includes a list of assets, outstanding debts, names and addresses of beneficiaries, and the value of the estate.
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2023 nj bruns middlesex piscataway woodbridge surrogateco amboy bate codicil brunswick applicable beneficiaries decedent probate finalize widowed executor payable revised minors beneficiary certificates administrator surrogate

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