Probate in Burlington County

Probate Court Record

Burlington County Surrogate's Court

Burlington County

Hours

Monday-Friday 8:30 AM-4:30 PM

Office

50 Rancocas Road, 1st Floor, Mount Holly, NJ 08060

Filing in person

Appointment required

Self-represented filing

Allowed

Self-help forms

How to file probate in Burlington County →

Verified October 16, 2026 · Source

Do I need a lawyer for probate in Burlington County? →Settling an estate in Burlington County →

Tax Planning Firms Serving Burlington County

Price & Price is a father-and-son elder law and estate planning firm founded in 1973 in Haddonfield. With over 50 years of experience, the firm focuses on elder law matters and serves clients across seven South Jersey counties. Carl Ahrens Price is a Certified Elder Law Attorney and Casey Price holds a Master of Laws in Taxation.

Since 1973Serves 7 countiesEstate PlanningProbateElder LawTax PlanningSpecial Needs Planning

Bratton Law Group focuses exclusively on elder law, estate planning, life care planning, asset protection, and Medicaid planning. The firm's attorneys and care coordinators work together to identify both legal issues and care needs for clients and their families throughout South Jersey.

Estate PlanningProbateElder LawTax PlanningGuardianship+2

Flaster Greenberg's Trusts & Estates group, based in Cherry Hill in Camden County, guides executors, trustees, and beneficiaries through estate and trust administration in New Jersey Surrogate's Courts, including probate and creditor-claim resolution. The firm also handles will contests, fiduciary disputes, and guardianships across New Jersey, Pennsylvania, and Florida.

Estate PlanningTrust AdministrationProbateTax PlanningBusiness Succession

Archer & Greiner's Private Wealth, Estates & Trusts group serves clients from its Voorhees office in Camden County and other Mid-Atlantic locations. The practice handles estate and trust administration, estate and trust litigation, will and trust disputes, business succession, and elder law. Several attorneys hold CPA credentials or master's degrees in taxation.

Serves the whole stateEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+3

Founded in 1926, Cole Schotz is a Hackensack-based firm serving Bergen County and the Mid-Atlantic. Its Tax, Trusts & Estates attorneys handle estate planning, estate and trust administration, and wealth transfer for high-net-worth individuals, executors, and trustees.

Since 1926Serves the whole stateEstate PlanningTrust AdministrationProbateTax PlanningWealth Transfer

Formed in January 2026 by the merger of Gibbons P.C. and Frost Brown Todd, FBT Gibbons keeps Gibbons' longtime Newark office at One Gateway Center. Its Wealth Planning & Family Office team handles estate planning and trust and estate administration, and a dedicated group litigates contested trust and estate matters for fiduciaries and beneficiaries.

Serves the whole stateEstate PlanningTrust AdministrationProbateTax PlanningCharitable Planning

All 16 New Jersey tax planning firms serving Burlington County →

Forms for Planning and Settling an Estate in New Jersey

Free New Jersey forms to plan or settle an estate: a will, trust, powers of attorney, TOD deed and the probate forms. Prepare each form for New Jersey.

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Revocable Living Trust

Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.

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Last Will and Testament

In New Jersey, a will is signed before 2N.J.S.A. 3B:3-2Verified Oct 19, 2026View source witnesses, and a self-proving affidavit signed with it lets the court admit it without witness testimonyN.J.S.A. 3B:3-2Verified Oct 19, 2026View source.

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Pour-Over Will

In New Jersey, a pour-over will is signed before 2N.J.S.A. 3B:3-2Verified Oct 19, 2026View source witnesses and moves anything left outside the trust into it through probate.

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Tools for Planning and Settling an Estate in New Jersey

Free calculators and checklists to plan or settle an estate in New Jersey: will and trust costs, probate, executor pay and taxes. Run each tool for New Jersey.

How Much Are Estate & Inheritance Taxes?

New Jersey levies an inheritance taxN.J.S.A. 54:34-1, 54:34-2, 54:34-4Verified Sep 15, 2026View source, paid by the beneficiary at a rate set by relationship, and no estate tax; the federal estate tax applies above $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source.

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What Taxes Apply to My Inheritance?

In New Jersey, an inheritance is subject to a state inheritance taxN.J.S.A. 54:34-1, 54:34-2, 54:34-4Verified Sep 15, 2026View source at a rate set by the beneficiary's relationship; probate assets arrive when the estate closes, 6 months to 9 months for a simple estate.

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How Does Step-Up in Basis Work?

Inherited assets in New Jersey take a basis reset to fair market value on the date of death26 USC § 1014Verified Sep 15, 2026View source, and the gain on a later sale faces ordinary income tax at the state's regular ratesN.J.S.A. 54A:2-1 (rate schedule, as amended by P.L. 2020, c.94 — Millionaires Tax)Verified Sep 15, 2026View source.

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When Do I Have to Withdraw an Inherited IRA?

See which federal withdrawal rules apply to an inherited IRA, Roth IRA, or employer plan, the deadline year, and the missed-withdrawal tax.

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What Does Estate Planning Actually Cost?

An attorney-prepared revocable trust in New Jersey runs $4,440Estimate: 10 hours at $444, Clio's New Jersey Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $6,660Estimate: 15 hours at $444, Clio's New Jersey Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source and a simple will $1,305Estimate: 3 hours at $435, Clio's New Jersey Wills and Estates rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $2,610Estimate: 6 hours at $435, Clio's New Jersey Wills and Estates rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source, against $0 to $549 up front plus a subscription with an online service.

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All New Jersey tools