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.
Probate in Somerset County
Probate Court Record
Somerset County Surrogate's Court
Somerset County
Phone
Hours
Office
Website
E-filing
Filing in person
Self-represented filing
Self-help forms
How to file probate in Somerset County →
Verified October 16, 2026 · Source
Do I need a lawyer for probate in Somerset County? →Settling an estate in Somerset County →
Tax Planning Firms Serving Somerset County
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.
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.
Fox Rothschild's Princeton office in Mercer County anchors the firm's New Jersey trusts and estates practice, handling estate and trust administration, probate, fiduciary representation, and estate and trust litigation. Attorneys advise executors, trustees, and beneficiaries on tax controversies and contested-estate matters.
Greenbaum, Rowe, Smith & Davis is a New Jersey firm with offices in Roseland and Iselin, founded in 1914. Its Tax, Trusts and Estates department handles estate planning, estate and trust administration, and fiduciary litigation for individuals, closely held business owners, executors, trustees, and beneficiaries.
Founded in 1978, Javerbaum Wurgaft is a Springfield firm with offices across northern and central New Jersey. The firm handles estate and trust planning and administration, probate, and estate and trust litigation for individuals and families.
All 13 New Jersey tax planning firms serving Somerset 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.
Revocable Living Trust
Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.
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.
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.
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.
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.
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.
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.
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.
