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Administration C.T.A. Information Sheet

  1. You can make an appointment by calling us at 908-788-1156.

  2. As stated in Will. 

  3. Name as listed on the death certificate, driver's license, accounts, etc.  

  4. Where the decedent physically resided at time of death. Include zip code. 

  5. Where were taxes paid to?

  6. Has an attorney been retained to assist with the estate?*

    An attorney is not required.

  7. Deceased or Renouncing?*
  8. Include zip code; NO PO Box

  9. Include name, relation to decedent, and FULL address. Include age only if under 18.

    Decedent's closest next of kin (starting with spouse and children) must be listed here, regardless of whether they are beneficiaries or not, estranged, etc. You MUST provide their addresses.

    Start with spouse and children.  If there are no spouse or children, list grandchildren.  If there are only parents living, list parents.  If there are only siblings living, list siblings.  ETC. 

  10. DOUBLE-CHECK: Did you put the relation AND address for each next of kin listed above and notate age of minors?*
  11. Did decedent have/adopt a child AFTER the will was written?*
  12. Did the decedent have any children who died?*
  13. List the deceased child's name and year of death. 
    If the deceased child had children, you must list those children's name(s) and full addresses here.  List ages only if under 18.  Please be as clear as possible. 

  14. Is a Trustee named in the will applying at this time?*
  15. List name(s) and full address(s) of any trustees applying. 

  16. List name(s) and full address(es) of trust benificiary.


    You must supply asset and value information for Administrations.  
    List assets that have NO beneficiaries listed.

  18. Please list the property address, its current market value, and whether it is jointly owned.  

  19. List the year/make/model and current Kelly Blue Book value of cars, trucks, trailers, planes, boats, etc.  

  20. List financial institution, type of account, current value, and whether the asset is jointly owned.  

  21. List financial institution, type of account, current value, and whether the asset is jointly owned.  

  22. List financial institution, type of account, current value, and whether the asset is jointly owned.  

  23. List bank where box is located and value of contents (if known).

  24. List items and their values.  

  25. Upload a copy of the death certificate.  You must present the ORIGINAL death certificate to the Court at time of Admin CTA.  

  26. Upload a copy of the will.  You must present the ORIGINAL will to the Court at time of Admin CTA. 


    The cost for an Administration C.T.A. starts at $100 and varies based upon the length of the will and the number of certificates needed.  Fees are payable via cash, check, Visa, Mastercard, or Discover card.  We cannot accept a check with the decedent's name on it unless it is from a joint spousal account.      

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  29. This field is not part of the form submission.