Gather Important Documents
This guidance is written for New Jersey families. The documents needed to administer an estate vary depending on the assets involved and the circumstances of the estate.
You do not need to find everything immediately. Start with what you know, and build an organized file as additional documents are located.
Why it matters
Organizing important documents early can make conversations with attorneys, financial institutions, accountants, and other professionals much easier. It also helps reduce the stress of searching for paperwork later in the estate administration process.
Documents to begin collecting
- Original Will (if available)
- Trust documents
- Certified death certificates
- Property deeds and mortgage information
- Bank and investment account statements
- Life insurance policies
- Retirement account information
- Vehicle titles and registrations
- Recent tax returns
- Utility account information
Don't worry if something is missing
Very few families locate every important document during the first few days. Continue adding to your records as you discover additional information or receive guidance from professionals assisting with the estate.
Helpful tip
Consider creating a dedicated estate binder or secure digital folder where copies of important documents, contact information, and notes can be kept together throughout the administration process.
Continue Your Journey
Need personal guidance?
Every estate is different. If your question involves legal advice, you should speak with a qualified New Jersey estate attorney. If you are dealing with an estate property or want to talk through next steps, Dennis can help.