Skip to main content

Create a Trust Settle an Estate Forms & ToolsFree Resources

Estate Planning Estate Settlement All resources

Alabama Alaska Arizona Arkansas California Colorado Connecticut District of Columbia Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

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 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 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 33 states and the District of Columbia.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.New Jersey EIN ApplicationGet the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.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.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.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, with your state's filing or delivery instructions.New Jersey Estate ClosingPrepare the paperwork that closes the estate — the state's closing instrument with its 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.

Browse all forms

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 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 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 AssessmentFind out if you can handle probate yourself with estimated cost savings and a filing checklist.New Jersey Executor Appointment GuideSee the court, petition, bond, and documents needed to be appointed and receive your Letters.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 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.

Browse all tools

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 agencies

Browse all New Jersey institutions

Estate Planning Estate Settlement All resources

Switch state

Alabama Alaska Arizona Arkansas California Colorado Connecticut District of Columbia Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

Overview Estate Law

Forms

Revocable Living Trust for New Jersey Residents New Jersey Last Will and Testament New Jersey Pour-Over Will New Jersey Healthcare Power of Attorney New Jersey Financial Power of Attorney Transfer on Death Deed New Jersey Vehicle Transfer on Death New Jersey EIN Application Petition for Probate and Letters Notice to Creditors New Jersey Renunciation of Executor Affidavit of Heirship 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 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 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 Executor Appointment Guide New Jersey Creditor Claims Deadlines New Jersey Insolvent Estate Calculator 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 Brokerages in New Jersey

Estate planning procedures for financial institutions serving New Jersey. Find how to add beneficiaries, fund trusts, and file death claims.

State

All States Alabama Alaska Arizona Arkansas California Colorado Connecticut District of Columbia Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

Category

All Categories710 Banks200 Brokerages85 Credit Unions165 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

Coverage

80 institutions in Brokerages serving New Jersey

Acorns

Brokerage serving all 50 states

Acorns

Ally Invest

Brokerage serving all 50 states

Ally Invest

Alto IRA

Retirement Provider serving all 50 states

Alto IRA

American Century

Brokerage serving all 50 states

American Century

Ameriprise

Brokerage serving all 50 states

Ameriprise

Avantax

Brokerage serving all 50 states

Avantax

Baird

Brokerage serving all 50 states

Baird

Beacon Pointe

Brokerage serving all 50 states

Beacon Pointe

Betterment

Online Brokerage

Betterment

BlackRock

Brokerage serving all 50 states

BlackRock

...

...

Every family deserves a plan. We'll help.

Get started App Store Google Play

Forms

Revocable Living Trust
Last Will and Testament
Pour-Over Will
Healthcare Power of Attorney
Financial Power of Attorney
Transfer on Death Deed
Vehicle Transfer on Death

Tools

Trust vs Will
Probate Calculator
Who Inherits
Settle an Estate
Estate Tax Calculator
Life Insurance

Compare

Compare Services
vs LegalZoom
vs Trust & Will
vs Rocket Lawyer
vs Quicken WillMaker

Learn

Revocable Living Trusts
Last Will and Testaments
Articles
State Guides
Estate Law
Life Events

Directories

Law Firms
Financial Assets
Digital Assets
Government Agencies

Company

About
Contact
Create a Trust

SimplyTrust is not a law firm and does not provide legal advice, legal counsel, or attorney review. Information on this platform is for general informational purposes only. Use of SimplyTrust does not create an attorney-client relationship. You are solely responsible for all documents you create. Laws, fees, forms, and office details change. Information here may contain errors or be out of date; confirm current requirements with the relevant court, agency, brand, or statute before acting. For advice tailored to your circumstances, consult a licensed attorney in your state.

© 2026 SimplyTrust Software Inc. All rights reserved.

Privacy Policy·Terms of Service·Security··AI Access

All content, data, and calculations are proprietary. Automated scraping, systematic downloading, or data extraction is prohibited under our Terms of Service. Product visuals are simulated for illustrative purposes and may differ from actual experience. Logos provided by Logo.dev.