Probate in Union County

Probate Court Record

Union County Surrogate's Court

Union County

Hours

Monday-Friday 8:30 AM-4:00 PM

Office

2 Broad Street, 2nd Floor, Old Annex, Elizabeth, NJ 07207

Filing in person

Appointment required

Self-represented filing

Allowed

Self-help forms

How to file probate in Union County →

Verified October 16, 2026 · Source

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

Trust Administration Firms Serving Union County

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.

Free consultationEstate PlanningTrust AdministrationElder LawSpecial Needs PlanningAsset ProtectionMedicaid Planning

Giordano, Halleran & Ciesla is a Red Bank firm serving Monmouth County and central New Jersey in trusts and estates matters. Its attorneys handle estate and trust administration, estate, fiduciary, and probate litigation, and will contests, counseling executors, trustees, heirs, and corporate fiduciaries in fiduciary-removal and accounting actions, plus guardianships and special needs trusts.

Estate PlanningTrust AdministrationProbateBusiness Succession

Founded in 1978, Hill Wallack is a Princeton firm serving Mercer County and central New Jersey. Its Trusts & Estates attorneys handle probate, collection of assets, payment of estate liabilities, estate tax returns, and distribution, guiding executors and trustees through estate administration alongside will and trust drafting.

Since 1978Estate PlanningTrust AdministrationProbateCharitable PlanningWealth Transfer

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

All 18 New Jersey trust administration firms serving Union 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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