FOL. VIEstate Planning
N.J.S.A. 3B:3-2 (Execution of Wills)
Probate Lawyers — New Jersey
Probate — Wills, trusts, probate administration, and inheritance-tax planning. Avery & Avery, Esqs. NJ trial firm. Free consultation: (201) 943-2445.
a. ... a will shall be: (1) in writing; (2) signed by the testator or in the testator's name by some other individual in the testator's conscious presence and by the testator's direction; and (3) signed by at least two individuals, each of whom signed within a reasonable time after each witnessed either the signing of the will ... or the testator's acknowledgment of that signature or acknowledgment of the will. — N.J.S.A. 3B:3-2(a). Holographic wills permitted under subsection (b); writings intended as wills may be probated under N.J.S.A. 3B:3-3 (probate of writings intended as wills).
Statute text reproduced for educational reference. Verify against the official New Jersey Legislature publication before relying on any citation in legal proceedings.
Also in Estate Planning
A Former Judge. A Father-Son Trial Firm. Fifty Years of New Jersey Practice.
Avery & Avery, Esqs. handles probate matters across New Jersey from our offices in Ridgefield (Bergen County). The firm has practiced Estate Planning for nearly fifty years — Robert W. Avery began NJ practice in 1976 and served fifteen years as Judge of the Ridgefield Municipal Court (1986-2000); John S. Avery joined the firm in 2012. Probate is one of our core estate planning sub-practices.
If you have a probate matter — pending charge, hearing date, or investigation — call (201) 943-2445 for a free first consultation. Robert or John picks up when we’re in the office; voicemails returned promptly.
What Probate Means in New Jersey
NJ probate is administered by the County Surrogate’s Court (uncontested) or Superior Court Chancery Division — Probate Part (contested). Formal proof, will contests, accountings, and complex estate administration all proceed in Superior Court. Surrogate handles routine letters and simple administration.
The probate caseload in New Jersey is large enough that prosecutors and defenders alike develop pattern-recognition specific to the offense — the typical fact patterns, the recurring evidentiary issues, and the negotiated dispositions that resolve most cases short of trial. The Avery firm’s depth in Estate Planning matters means we approach every probate file with that pattern-recognition built in.
The Statute Breakdown
The primary statute and supporting authorities controlling probate matters in New Jersey:
- N.J.S.A. 3B:1-1 et seq.
- R. 4:80 (Superior Court Probate Part)
- N.J.S.A. 3B:9-1 (caveat)
The probate statute reads more narrowly than most defendants assume when they first see the charging document. The State must prove every element of the statute — and where the charging instrument fails to specify how the defendant’s conduct meets each element, that is itself a defense ground.
Penalties and Consequences
Probate convictions in New Jersey carry direct statutory penalties — fines, license consequences, jail / probation exposure, and points where applicable. But the larger consequence is often collateral:
- Insurance impact — moving violations and most criminal convictions trigger insurance-rate increases for 3-5 years
- Employment background checks — convictions surface on hiring background checks for at least 5-10 years (sometimes longer for certain offenses)
- Professional licensing — many NJ professional boards (medical, nursing, real estate, financial-advisor) require disclosure of any conviction, including disorderly persons offenses
- Immigration consequences — non-citizens face removal exposure for certain convictions; even a guilty plea to a minor offense can be a removable offense under federal immigration law
- NJ MVC point exposure — Title 39 offenses feed the cumulative point total that triggers license suspension at 12 points
The full penalty exposure depends on the specific charge, the defendant’s prior record, and where the matter is filed. For a probate matter specifically, expect the statute’s stated penalty plus any of the collateral exposures above.
Common Defenses to Probate
Probate cases turn on the same core defense angles repeatedly. The Avery firm’s approach starts with the four pillars below; specific strategy varies by fact pattern, court, and defendant goals:
- Caveat filing to challenge will admission
- Contested-probate Superior Court litigation
- Executor-accounting / fiduciary-misconduct defense or prosecution
- Intestate-administration sequencing
The strongest defense in any probate matter is the one that fits the factual record. We don’t run formulaic defense — we read the discovery, look for the specific evidentiary, procedural, and constitutional gaps in the State’s case, and build defense theory from there. Where settlement is the right outcome, we negotiate hard from a position of trial-readiness; where trial is the right outcome, we go.
Avery & Avery’s Approach to Probate
Trial-firm DNA. Robert W. Avery served fifteen years as a New Jersey Municipal Court Judge before returning to defense practice. That bench experience shapes our reading of every probate file — what the prosecutor needs to prove, what the judge wants to see, where the case naturally settles.
Father-son continuity. John S. Avery joined the firm in 2012 and handles day-to-day appearances across our active caseload. The same firm handling intake, motion practice, and trial means clients aren’t bounced between unfamiliar attorneys at different stages.
Same-day callback. On active arrest or court-date situations, we return calls the same day during business hours. After-hours and weekend voicemails get returned the next business morning.
Statewide reach with a local foundation. Our home base is Ridgefield, Bergen County — but we appear in Bergen, Hudson, Essex, Passaic, Morris, and Sussex matters as a matter of routine. The probate caseload often crosses county lines (defendant residence, offense location, court of jurisdiction); our six-county practice handles that without difficulty.
Related Practice Resources
- Estate Planning Practice
- About Avery & Avery
- Robert W. Avery, Esq.
- John S. Avery, Esq.
- Bergen County Lawyer
- Hudson County Lawyer
Schedule a Free Probate Consultation
Call (201) 943-2445 or submit through the form.
Frequently asked questions
General educational answers. Every matter has facts that change the analysis — for advice on your situation, call the firm.
Do I need a will if I do not have substantial assets?
Yes. Without a will, intestacy law (N.J.S.A. 3B:5-1 et seq.) controls who inherits — and the result often surprises clients. A will also names guardians for minor children, names an executor of your choosing, and can avoid the increased cost and procedural delay of an intestate administration.
What is the difference between a will and a revocable living trust?
A will takes effect at death and goes through Surrogate-Court probate (typically routine in New Jersey). A revocable trust is a living legal entity that holds title during your lifetime and distributes outside probate at death. Trusts add lifetime cost and administrative complexity, but offer privacy, planned incapacity management, and out-of-state real-estate avoidance.
What is a Power of Attorney and why do I need one?
A Power of Attorney (N.J.S.A. 46:2B-8.1 et seq.) authorizes another person to act on your behalf in financial matters. A "durable" POA survives your incapacity. Without one, family members must petition the Chancery Division for a guardianship, which is slower, more expensive, and creates a public record. A financial Power of Attorney does not authorize medical decision-making — for that you also need an Advance Directive / Healthcare Proxy under the New Jersey Advance Directives for Health Care Act (N.J.S.A. 26:2H-53 et seq.).
What is the New Jersey estate tax / inheritance tax?
New Jersey eliminated its state estate tax effective January 1, 2018, but retains the New Jersey Inheritance Tax (N.J.S.A. 54:34-1 et seq.) on transfers to non-Class A beneficiaries (i.e., not spouse, child, grandchild, parent, or stepchild). Federal estate tax applies above the federal exemption, which under the One Big Beautiful Bill Act is $15 million per individual for 2026 (indexed annually). High-value estates and gifts above $19,000 per recipient may still trigger reporting; we recommend reviewing your plan as exemptions, indexing, and family-circumstance changes accumulate.
Can a will be challenged in New Jersey?
Yes. Common contest grounds include lack of testamentary capacity, undue influence, duress, fraud, and improper execution. Contests are filed in the Probate Part of the Chancery Division (R. 4:80-7). The proponent of a properly-executed will receives a presumption of validity; contestants bear the burden of rebutting it by clear and convincing evidence.