Augulis Law Firm works from Warren in Somerset County and serves Somerset, Middlesex, Union, Hunterdon and Morris families. The practice covers trust administration, Medicaid and elder law, special needs planning, and asset protection for family-owned businesses, alongside wills, trusts, and incapacity documents. Estate planning consultations are free.
Bernardsville is in Somerset County.
More Trust Administration Firms in Somerset County
Norris McLaughlin specializes in Estate Planning and Administration & Wealth Preservation with a 15-attorney practice group, serving clients throughout North and Central Jersey.
Vizzoni Law Firm serves Somerset County from Bridgewater, filing through the Somerset County Surrogate's Court in Somerville. The firm guides named executors and trustees through probate and estate and trust administration with a step-by-step plan of the tasks required to settle the estate, adding depth in estate, gift, and generation-skipping transfer tax and asset-protection planning.
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 →
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.
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 Do I Settle a Trust?
Settling a trust in New Jersey happens outside court: the trustee acts under the state's Uniform Trust CodeN.J.S.A. 3B:31-1 et seq.Verified Oct 17, 2026View source, notifies the beneficiaries, then pays the debts and distributes under the trust's terms.
What's Fair Trustee Compensation?
In New Jersey, trustee compensation follows a statutory fee scheduleN.J.S.A. 3B:18-2 (nontestamentary governing-instrument override), 3B:18-24 (income commissions), 3B:18-25 (annual corpus commissions; court reasonableness review), 3B:18-25.1 (multiple fiduciaries — annual corpus), 3B:18-28 (termination corpus commissions), 3B:18-31 (testamentary-trustee-only excess authorization)Verified Sep 18, 2026View source unless the trust instrument sets a different amount. The schedule is an annual commission on principal.
How Do I Settle an Estate?
Settling an estate in New Jersey: creditors have 9 monthsN.J.S.A. 3B:22-2, 3B:22-4, 3B:22-8, 3B:22-10, 3B:22-33Verified Oct 18, 2026View source to present claims; a simple estate closes in 6 months to 9 months.
Do I Have to File Tax Returns for Someone Who Died?
New Jersey requires a final state income tax return for the decedent alongside the federal Form 1040N.J.S.A. 54A:2-1Verified Sep 20, 2026View source; a federal estate tax return (Form 706) is required only for estates above $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source.
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.
