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.
Montvale is in Bergen County.
More Trust Administration Firms in Bergen 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.
Connell Foley's Taxation and Estate Planning team works from the firm's Roseland home office in Essex County, with a second Bergen County office in Hackensack and two in Jersey City. The group handles estate planning, estate and trust administration, charitable planning, and related tax matters, and litigates disputes between beneficiaries and fiduciaries. Partner Anthony F. Vitiello leads it.
Pashman Stein Walder Hayden is a Hackensack firm in Bergen County, with a second office in Holmdel. Its Trusts & Estates group advises individuals, families, and financial advisors on trust and estate planning, gifting, and wealth preservation, and handles probate litigation and elder law and special needs matters.
Probate in Bergen County
Probate Court Record
Bergen County Surrogate's Court
Bergen County
Phone
Hours
Monday-Friday 8:30 AM-4:30 PM
Office
Two Bergen County Plaza, Suite 5000, Hackensack, NJ 07601
Website
Filing in person
Appointment required
Self-represented filing
Allowed
Self-help forms
How to file probate in Bergen County →
Verified October 16, 2026 · Source
Do I need a lawyer for probate in Bergen County? →Settling an estate in Bergen 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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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 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.
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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.
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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.
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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.
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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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