Testator identity
Full legal name, date of birth, and current residence address to clearly establish the person making the will and avoid confusion with similarly named individuals.
Clear instructions reduce the risk of a will being contested, ensure your property plan reflects current wishes, and simplify probate administration. Properly completed forms and correct witness/notary steps preserve testamentary intent and can speed estate settlement while minimizing legal and administrative costs.
These instructions serve individuals creating or updating a will and professionals who assist with estate planning in New Jersey.
Use this guidance whether you prepare the document yourself or work with counsel; follow witness and signature steps carefully to preserve validity.
Full legal name, date of birth, and current residence address to clearly establish the person making the will and avoid confusion with similarly named individuals.
Name a primary executor and at least one alternate, include contact information, and state any powers or limitations to govern estate administration.
List beneficiaries with full names, relationships, and specific identifying information such as birthdates or last four digits of SSN when helpful for clarity.
Describe gifts of cash or personal property with sufficient detail (model, serial, or location) and include contingencies if a beneficiary predeceases you.
Provide an explicit residuary disposition for remaining assets and alternate beneficiaries to avoid intestacy for any property not specifically gifted.
Include a clear attestation clause, signature block, witness lines, and optional self-proving affidavit language to streamline probate.
| Field | Configuration |
|---|---|
| Document Type | PDF or DOCX; use readonly final for signing |
| Template Selection | Use counsel-approved template or attorney-drafted file |
| Signer Roles | Assign testator and witness roles explicitly |
| Authentication | Choose email or SMS code for identity verification |
Electronic workflows can support drafting and sharing wills, but final execution must meet state witness and attestation requirements.
When using an eSignature platform, confirm the process preserves a signed original or original-equivalent record and aligns with New Jersey witness rules; consult counsel for execution that must later be presented to Surrogate's Court.
Upon adulthood, major asset acquisition, or family changes
After marriage, divorce, birth, adoption, or significant asset changes
Executor files after death; estate settlement timing varies by complexity
Prepare and notarize to speed witness verification in probate
Inform executor where original will and related records are stored
An estate planning attorney drafts or reviews language, advises on testamentary capacity, and often prepares a self-proving affidavit to streamline probate and reduce later challenges.
The testator must have capacity, sign in the presence of required witnesses, and date the will; incapacity or improper execution can cause the document to be rejected by the Surrogate's Court.
A parent updates a will after a child’s birth to add guardianship provisions and specific bequests
An owner specifies business succession and divides personal property between heirs
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| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial, no card | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes (Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |