Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Payment Portal
for Tax and Accounting invoice

This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Why Every Family Needs an Estate Plan: Wills, Trusts, and Planning Beyond the Basics

Discover why estate planning isn’t just for the wealthy. Learn the difference between wills and trusts, when to use them, and how to avoid probate to protect your family’s future. ...

The post Why Every Family Needs an Estate Plan: Wills, Trusts, and Planning Beyond the Basics first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Business Owners Impact Tax Proposal/Big, Beautiful Bill: What You Need to Know Now

The One Big Beautiful Bill Act is generating significant attention for its sweeping tax and business reforms. While the bill has passed the House of Representatives and ...

The post Business Owners Impact Tax Proposal/Big, Beautiful Bill: What You Need to Know Now first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more

Steps to Making Probate Faster In New Jersey

January 6, 2020

The court-supervised process that might be initiated after a person passes away is known as probate in New Jersey. While there are some situations that make it possible to avoid probate, it is likely still required that a family member or an appointed personal representative will need to gather all of the deceased person’s assets, information on taxes, and debts.

The word probate on a stamp on a big folder of paperwork

It becomes the responsibility of this person to transfer these assets first to creditors and taxes, and then to remaining heirs. There are six overall steps that typically apply in a New Jersey probate process. These include:

  • Filing to be the personal representative or the executor under the will which formally opens the estate.
  • Provide notice about the passing of the deceased to relevant beneficiaries and heirs.
  • Sending out notices to creditors of the estate and calculating a full inventory of the property inside the estate.
  • Paying out expenses related to the funeral and estate, along with taxes and debts must occur before beneficiaries to the estate receive anything.
  • Remaining property then is distributed under New Jersey laws of intestacy or under the will.
  • Formal closing of the estate and final filing of tax returns.

All of these procedures might seem overwhelming for someone who is new to the probate process, but scheduling a consultation with an experienced New Jersey estate planning professional can make it that much easier for you to accomplish these goals quickly and easily.       


Practice Areas:



Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Payment Portal
for Tax and Accounting Invoice

This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Why Every Family Needs an Estate Plan: Wills, Trusts, and Planning Beyond the Basics

Discover why estate planning isn’t just for the wealthy. Learn the difference between wills and trusts, when to use them, and how to avoid probate to protect your family’s future. ...

The post Why Every Family Needs an Estate Plan: Wills, Trusts, and Planning Beyond the Basics first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Business Owners Impact Tax Proposal/Big, Beautiful Bill: What You Need to Know Now

The One Big Beautiful Bill Act is generating significant attention for its sweeping tax and business reforms. While the bill has passed the House of Representatives and ...

The post Business Owners Impact Tax Proposal/Big, Beautiful Bill: What You Need to Know Now first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more