Executor Companion

Getting Started

New Jersey Guidance
These brief answers are intended to help you identify the relevant issue and connect you with the complete Executor Companion guide.

The first practical questions that often arise after a death.

How many death certificates should I order?

Most estates need several certified copies, but the right number depends on the accounts, property, benefits, and institutions involved. It is usually better to identify likely uses before ordering an excessive number.

Read Death Certificates
Where should I look for the original will?

Start with the places where the person kept important records, then check with the attorney who prepared the will, trusted family members, and any safe-deposit arrangements. Probate generally requires the original document rather than a photocopy.

Read Locate the Will
What documents should I gather first?

Begin with identification, the will and related estate documents, recent financial statements, insurance policies, property records, tax returns, bills, and contact information for advisers. You do not need to find everything at once.

Read Gather Important Documents
Can I start making financial decisions right away?

Usually, the safest first step is to preserve options rather than make irreversible decisions. Avoid distributing assets, closing important accounts, or signing major agreements until authority and ownership are clear.

Read Pause Before Making Major Decisions
What should I do to secure the home?

Confirm that doors and windows are secure, identify who has keys, protect vehicles and valuables, forward or collect mail, and make sure the property is being checked regularly. Immediate protection comes before cleaning or distributing belongings.

Read Secure the Property

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.