For New Jersey Successor Trustees
You were named Trustee. Nobody told you what comes next.
Made your Trust or Will online — and no one ever said what happens after?
The moment the person who made the trust dies or can no longer serve, a New Jersey trustee's duties begin — the duty to inform, the six-month review of the assets, the records a report draws on. TrusteeClear organizes the trust, shows each statutory period in the statute's own words, and keeps every step in one place, in your own language.
New Jersey-specific software — not a law firm, not legal advice. TrusteeClear does not arrange attorney review.
New Jersey-specific · Clear guidance in 7 languages · Statute-anchored · From a 3rd-generation South Florida firm (45+ years)
TrusteeClear serves trustees in these states: Florida, Texas, California, New York, Colorado, Pennsylvania, Michigan, Illinois, Arizona, Utah, Georgia, Ohio, Massachusetts, New Jersey, and Virginia.
Choose your state:FloridaTexasCaliforniaNew YorkColoradoPennsylvaniaMichiganIllinoisArizonaUtahGeorgiaOhioMassachusettsNew JerseyVirginia
The Uniform Trust Code, on a clock
The deadlines nobody told you about
When a New Jersey trust becomes irrevocable — usually when the person who made it dies — the successor trustee has statutory duties with real clocks attached.
N.J.S.A. 3B:20-11.7 · Within six months
Tell the beneficiaries you've accepted
New Jersey has no acceptance notice. Within six months after accepting the trust assets, the trustee reviews them and makes and implements decisions on what to keep and what to sell, to bring the portfolio into line with the instrument and the Prudent Investor Act — the one period the trust-side statutes count from the acceptance, shown in the statute's own words.
Mapped to your timeline, with reminders before day 60.
N.J.S.A. 3B:31-67(a) · No day-count
Keep the beneficiaries informed
New Jersey enacted no trustee notice on accepting the trust or when it becomes irrevocable. In its place a standing duty: the trustee keeps the qualified beneficiaries reasonably informed about the administration and of the material facts necessary for them to protect their interests, and promptly responds to a beneficiary's request for information.
A standing duty, recorded as you go; nothing to file.
N.J.S.A. 3B:31-67(c) · Optional
Report to the beneficiaries
No periodic account is owed outside court. The trustee may provide a report of the trust property, liabilities, receipts and disbursements — including the source and amount of the trustee's compensation — with a listing of the assets and, if feasible, their market values; a report that adequately discloses a potential claim and states the time allowed can start a six-month limitation.
The report's contents, organized from your ledger as you go.
Trust made online? The duties are exactly the same.
Trusts created through online services or from templates carry the same Uniform Trust Code obligations as attorney-drafted ones — there's just no law office calling to tell you. If the drafting attorney has retired, moved on, or was never involved, the responsibility still sits with the trustee.
These duties belong to the trustee personally. Missing them can expose the trustee to challenges from beneficiaries and complicate the administration — the point of a clear process is that nothing is missed.
The product, not the promise
Watch one matter move — three moments, on the record.
Week one — the role, mapped
Accept the trusteeship — N.J.S.A. 3B:31-46
DoneKeep the qualified beneficiaries informed — N.J.S.A. 3B:31-67(a)
DraftedPrepare the certification of trust from your answers — N.J.S.A. 3B:31-81
You send itRecord the trustee's report — N.J.S.A. 3B:31-67(c)
ScheduledPrepared from your answers — N.J.S.A. 3B:31-60 delegation notice
The statute sets what must be said. Your answers fill it in. The software never composes law.
The append-only record — who did what, when
14:02 — Delegation notice signed — Trustee
14:31 — Beneficiary notice added to records
15:10 — Report period opened — system
In checkable numbers
- languages, with the whole journey guided in your own
- 7
- statutory clocks mapped to your timelineN.J.S.A. 3B:20-11.7
- 1
- New Jersey instruments produced, each cited to its statute
- 3
- one-time founding membership — for the life of the matter
- $199
Counts are derived at render from the shipped registries — they cannot drift from the product.
From named to guided, in three steps
How TrusteeClear guides you
1
Upload the trust
AI organizes what the document says with source references for you to check and confirm.
2
See every duty and date
Your New Jersey duties are mapped to a clear timeline — the duty to inform, the six-month review of the assets, the report you may provide — with reminders before anything comes due.
3
Take each step, guided
Clear information for every step, a documented record as you go, and everything ready to bring to a licensed New Jersey attorney of your choosing whenever a legal judgment is needed.
What we produce
Real New Jersey instruments — not templates with blanks.
Certification of Trust
N.J.S.A. 3B:31-81
Delegation Notice
N.J.S.A. 3B:31-60
Trustee's Report
N.J.S.A. 3B:31-67
Founding member — first 10 Trusts
$199 · lifetime membership for your trust
One payment. The role check is free; the founding membership covers your trust's guided administration — duties, deadlines, documents, and record — for the life of the matter.
- Guided duties & first steps
- Statutory deadline tracking
- Report records & the delegation notice
- Certification of trust & document vault
- Everything ready for your own attorney
TrusteeClear is software, not a law firm, and does not give legal advice. It does not arrange attorney review. A licensed New Jersey attorney of your choosing can read your record at any time.
Your attorney, your choice
AI organizes. You decide. Your attorney, if you have one, gets a complete record.
When a step calls for legal judgment, the platform says so and points you to a licensed New Jersey attorney of your choosing. TrusteeClear does not arrange attorney review. Nothing auto-files, ever.
Working with your own attorney →For estate-planning firms
Are you a New Jersey estate-planning firm?
License TrusteeClear as your firm's branded trustee layer — AI analysis under attorney control, supervised administration, and the client experience your competitors don't have.
Security & isolation, not an afterthought
Built to be trusted with a family's business.
Tenant isolation
Every firm and family is isolated at the database with row-level security — not just in app code.
Encryption
Encrypted in transit and at rest; secrets are server-only and never exposed to the browser.
Provenance trail
An append-only record of what was generated, cited, and reviewed.
Your attorney, your choice
TrusteeClear does not provide attorney review to individual customers. Your record is organized so a licensed New Jersey attorney of your choosing can read it at any time.
Built on real fiduciary experience
Created in consultation with a third-generation South Florida Estate-Planning firm — 45+ years guiding families through Trust and successor-trustee administration.
That hard-won judgment is built into every step: the deadlines that actually matter, the clear step-by-step guidance, and exactly when a New Jersey attorney should weigh in. The result is a clearer, calmer path through a role most people take on only once — for the clients you served yesterday and the ones you'll serve tomorrow.
Start with the free role check.
Answer a few questions and see exactly what your New Jersey trustee role requires — before you pay anything, before anything is filed.