Surrogate Trust Worksheet

Where to get the official form

The official version of Surrogate Trust Worksheet is published as a PDF by the New Jersey courts. We checked this link and it resolved to a form on an official court or government website — always download the current version directly from the source rather than a third-party copy:

How to file Surrogate Trust Worksheet in New Jersey

1. Step 1 — Confirm you have the correct formDouble-check that Surrogate Trust Worksheet is the right form for your situation. New Jersey probate forms are revised periodically, so verify the name and number against your court's current form list before you start.
2. Step 2 — Complete every required fieldFill out Surrogate Trust Worksheet carefully and review it for errors before filing. Probate cases can already take months — a small mistake on the form can set your timeline back further.
3. Step 3 — Get it notarized or witnessed if requiredSome probate forms must be signed in front of a notary or witnesses. Check the instructions on the form itself, and arrange notarization before you file if it's required.
4. Step 4 — File it with the correct courtSubmit Surrogate Trust Worksheet to the probate court or county clerk handling the estate — usually in the New Jersey county where the deceased lived. Ask the clerk how they prefer to receive filings (in person, by mail, or e-filing).