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Overview Estate Law

Browse all New Jersey attorneys

Revocable Living Trust for New Jersey ResidentsCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.New Jersey Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.New Jersey Codicil to a WillAdd, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.New Jersey Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.New Jersey Healthcare Power of AttorneyName someone to make medical decisions if you can't.New Jersey HIPAA ReleaseName who may receive your medical records, in the authorization federal law requires, with your state's rules for sensitive records. Free for every state.New Jersey Financial Power of AttorneyName someone to manage your finances if you can't.Transfer on Death DeedTransfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.Lady Bird DeedKeep your home for life with the power to sell, and name who takes it at your death, in the deed your state recognizes. Available in 6 states.New Jersey Vehicle Transfer on DeathName a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.EIN ApplicationGet the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.IRS Form 56Notify the IRS that you are the fiduciary of an estate, a trust or a person, or end a notice filed before, on the official form.IRS Form 1310Claim a refund due a deceased taxpayer on the official form, on the box the form routes you to, with what the form says to attach.Petition for Probate and LettersOpen probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.Notice to CreditorsNotify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.New Jersey Renunciation of ExecutorDecline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.New Jersey Living WillState in advance which life-sustaining treatments you want or refuse, in the document your state recognizes, with signing instructions from the statute.Affidavit of HeirshipPrepare the sworn statement of a deceased person's family history and heirs for recording in the county land records, with your state's recording instructions.Affidavit of DeathPut a joint owner's or a transfer on death deed owner's death on the land records with the affidavit your state's statute names, laid out for recording.New Jersey Small Estate AffidavitCollect a small estate's property without probate — the sworn affidavit presented to banks and other holders, with a presentation letter for each.New Jersey Estate InventoryPrepare the probate inventory of estate property — every asset at its date-of-death value, composed to your state's statute, with the state's filing or delivery instructions.New Jersey Estate ClosingPrepare the paperwork that closes the estate — the state's closing statement, petition for discharge, or final account, with the state's closing instructions and the optional federal forms.Letter of InstructionPrepare the letter a bank or insurer requests during estate settlement, addressed to its claims department.Digital Assets Recovery LetterPrepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.

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I'm planning ahead

New Jersey Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.New Jersey Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.New Jersey Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.New Jersey Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.New Jersey Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.New Jersey Name a Guardian GuideSee how a parent names a guardian for their minor children, what weight the court gives your choice, and your options for temporary care.New Jersey Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.New Jersey Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.New Jersey Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.New Jersey Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.New Jersey Avoid Probate GuideSee which of your assets pass outside probate under your state’s law, asset by asset, and what remains for the probate estate.New Jersey TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.New Jersey Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.New Jersey Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.

Someone I love died

New Jersey Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.New Jersey Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.New Jersey Joint Tenancy Survivorship GuideSee what your state records when a joint tenant with right of survivorship dies: an affidavit, the death certificate or a new deed.New Jersey Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.New Jersey What to Do When Someone Dies ChecklistA step-by-step checklist for the days, weeks, and months after a death, with state rules noted where they apply.

I'm an executor

New Jersey Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.New Jersey Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.New Jersey Self-File Probate AssessmentWhether your state lets you open probate yourself, and what it costs with a lawyer and without one.New Jersey Letters Testamentary GuideSee the court that issues Letters Testamentary or Letters of Administration, the petition, the bond, and the documents to file.New Jersey Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.New Jersey Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.New Jersey Unclaimed Property Claim GuideSee where to search for a deceased person's unclaimed property and what each state asks an heir or executor to send.New Jersey Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.

I'm a trustee

New Jersey Trustee Compensation CalculatorFind out what fair compensation looks like for serving as trustee.New Jersey Trust Settlement PlanPersonalized plan for settling a trust after the grantor passes away.

I'm inheriting

New Jersey Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.New Jersey Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.New Jersey Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.New Jersey Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.New Jersey Post-Death Tax Filing GuideFind out which tax returns need to be filed after someone dies and whether tax clearance is required.

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New Jersey Agencies

Medicaid Estate Recovery Unclaimed Property Unemployment Benefits Public Pensions Vital Records

Federal Agencies

Administration for Community Living (ACL)Black Lung Benefits Program Bureau of Indian Affairs (BIA)Centers for Medicare & Medicaid Services (CMS)Consumer Financial Protection Bureau (CFPB)Defense Finance and Accounting Service (DFAS)Defense Health Agency (DHA)Department of Veterans Affairs (VA)DOD Casualty Assistance Program Drug Enforcement Administration (DEA)Energy Employees Occupational Illness Program (EEOICPA)Federal Aviation Administration (FAA)Federal Communications Commission (FCC)Federal Deposit Insurance Corporation (FDIC)Federal Election Commission (FEC)Federal Emergency Management Agency (FEMA)Federal Student Aid (FSA)Federal Trade Commission (FTC)Indian Health Service (IHS)Internal Revenue Service (IRS)National Credit Union Administration (NCUA)National Personnel Records Center (NPRC)National Transportation Safety Board (NTSB)NOAA Commissioned Officer Corps Office of Personnel Management (OPM)Pension Benefit Guaranty Corporation (PBGC)Radiation Exposure Compensation Program (RECA)Railroad Retirement Board (RRB)September 11th Victim Compensation Fund (9/11 VCF)Social Security Administration (SSA)Thrift Savings Plan (TSP)Transportation Security Administration (TSA)U.S. Citizenship and Immigration Services (USCIS)U.S. Coast Guard Casualty Assistance Program U.S. Copyright Office U.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of State U.S. Department of the Treasury U.S. Patent and Trademark Office (USPTO)U.S. Public Health Service Commissioned Corps (PHS)U.S. Securities and Exchange Commission (SEC)U.S. Small Business Administration (SBA)United States Postal Service (USPS)USDA Farm Service Agency (FSA)

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Browse all New Jersey institutions

Estate Planning Estate Settlement All resources

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Overview Estate Law

Forms

Revocable Living Trust for New Jersey Residents New Jersey Last Will and Testament New Jersey Codicil to a Will New Jersey Pour-Over Will New Jersey Healthcare Power of Attorney New Jersey HIPAA Release New Jersey Financial Power of Attorney Transfer on Death Deed Lady Bird Deed New Jersey Vehicle Transfer on Death EIN Application IRS Form 56 IRS Form 1310 Petition for Probate and Letters Notice to Creditors New Jersey Renunciation of Executor New Jersey Living Will Affidavit of Heirship Affidavit of Death New Jersey Small Estate Affidavit New Jersey Estate Inventory New Jersey Estate Closing Letter of Instruction Digital Assets Recovery Letter

I'm planning ahead

New Jersey Estate Planning Cost Calculator New Jersey Revocable Living Trust Cost Calculator New Jersey Will Cost Calculator New Jersey Life Insurance Calculator New Jersey Beneficiary Designation Checker New Jersey Name a Guardian Guide New Jersey Burial & Cremation Law Guide New Jersey Signing Requirements Checker New Jersey Document Portability Checker New Jersey Trust Need Assessment New Jersey Avoid Probate Guide New Jersey TOD Deed Assessment New Jersey Vehicle TOD Assessment New Jersey Trust or Will Decision Tool

Someone I love died

New Jersey Death Certificate Calculator New Jersey Probate Decision Tool New Jersey Joint Tenancy Survivorship Guide New Jersey Estate Settlement Plan New Jersey What to Do When Someone Dies Checklist

I'm an executor

New Jersey Probate Cost Calculator New Jersey Executor Fee Calculator New Jersey Self-File Probate Assessment New Jersey Letters Testamentary Guide New Jersey Creditor Claims Deadlines New Jersey Insolvent Estate Calculator New Jersey Unclaimed Property Claim Guide New Jersey Personal Property Value Estimator

I'm a trustee

New Jersey Trustee Compensation Calculator New Jersey Trust Settlement Plan

I'm inheriting

New Jersey Who Inherits Calculator New Jersey Estate & Inheritance Tax Calculator New Jersey Inheritance Tax Guide New Jersey Step-Up Basis Calculator New Jersey Post-Death Tax Filing Guide

New Jersey Agencies

Medicaid Estate Recovery Unclaimed Property Unemployment Benefits Public Pensions Vital Records

Federal Agencies

Administration for Community Living (ACL)Black Lung Benefits Program Bureau of Indian Affairs (BIA)Centers for Medicare & Medicaid Services (CMS)Consumer Financial Protection Bureau (CFPB)Defense Finance and Accounting Service (DFAS)Defense Health Agency (DHA)Department of Veterans Affairs (VA)DOD Casualty Assistance Program Drug Enforcement Administration (DEA)Energy Employees Occupational Illness Program (EEOICPA)Federal Aviation Administration (FAA)Federal Communications Commission (FCC)Federal Deposit Insurance Corporation (FDIC)Federal Election Commission (FEC)Federal Emergency Management Agency (FEMA)Federal Student Aid (FSA)Federal Trade Commission (FTC)Indian Health Service (IHS)Internal Revenue Service (IRS)National Credit Union Administration (NCUA)National Personnel Records Center (NPRC)National Transportation Safety Board (NTSB)NOAA Commissioned Officer Corps Office of Personnel Management (OPM)Pension Benefit Guaranty Corporation (PBGC)Radiation Exposure Compensation Program (RECA)Railroad Retirement Board (RRB)September 11th Victim Compensation Fund (9/11 VCF)Social Security Administration (SSA)Thrift Savings Plan (TSP)Transportation Security Administration (TSA)U.S. Citizenship and Immigration Services (USCIS)U.S. Coast Guard Casualty Assistance Program U.S. Copyright Office U.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of State U.S. Department of the Treasury U.S. Patent and Trademark Office (USPTO)U.S. Public Health Service Commissioned Corps (PHS)U.S. Securities and Exchange Commission (SEC)U.S. Small Business Administration (SBA)United States Postal Service (USPS)USDA Farm Service Agency (FSA)

Browse all New Jersey attorneys Browse all forms Browse all tools Browse all agencies Browse all New Jersey institutions

Home→Financial Institutions→New Jersey

Estate Planning and Financial Institutions in New Jersey

The 31 regional and state-based institutions serving New Jersey: how each handles beneficiaries, trust funding, and death claims. National and online-only institutions serve every state and are listed in the full directory.

State

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Category

All Categories781 Banks261 Brokerages85 Credit Unions175 Insurance Companies123 Retirement Plan Providers45 Annuity Providers36 Transfer Agents5 State Pension Systems7 Mortgage Servicers25 Student Loan Servicers13 Auto Finance Companies28 HSA Providers4 Crypto Platforms13 Credit Card Issuers17 Personal Loan Lenders11 Buy Now, Pay Later7 Credit Bureaus4

31 institutions serving New Jersey

Affinity Federal

Credit Union serving New Jersey, New York and Connecticut

Affinity Federal

American Heritage

Credit Union serving Pennsylvania and New Jersey

American Heritage

Andrews FCU

Credit Union serving the Northeast and Southeast

Andrews FCU

Apple Bank

Bank serving New York and New Jersey

Apple Bank

Bank of Hope

Bank serving the West, Southeast, and more

Bank of Hope

BankUnited

Bank serving the Southeast, Northeast, and more

BankUnited

Cathay Bank

Bank serving the Northeast, West, and more

Cathay Bank

Citadel

Credit Union serving the Northeast, Midwest, and more

Citadel

Citibank

Bank serving the Northeast, West, and more

Citibank

Citizens Bank

Bank serving the Northeast, Southeast, and more

Citizens Bank

ConnectOne

Bank serving New Jersey, New York and Florida

ConnectOne

CSAA Insurance

Insurance Company serving the West, Northeast, and more

CSAA Insurance

Customers Bank

Bank serving the Northeast, West, and more

Customers Bank

Dime

Bank serving New York and New Jersey

Dime

Flagstar Bank

Bank serving the Midwest, Northeast, and more

Flagstar Bank

FourLeaf FCU

Credit Union serving New York and New Jersey

FourLeaf FCU

Fulton Bank

Bank serving the Northeast and Southeast

Fulton Bank

Hanmi

Bank serving the West, Southeast, and more

Hanmi

HSBC

Bank serving the Northeast, West, and more

HSBC

M&T Bank

Bank serving the Northeast and Southeast

M&T Bank

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Revocable Living Trust
Last Will and Testament
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Healthcare Power of Attorney
Codicil to a Will
HIPAA Release
Financial Power of Attorney
Transfer on Death Deed
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Vehicle Transfer on Death
Living Will
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