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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 RecoveryUnclaimed PropertyUnemployment BenefitsPublic PensionsVital Records
Federal Agencies
Administration for Community Living (ACL)Black Lung Benefits ProgramBureau 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 ProgramDrug 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 CorpsOffice 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 ProgramU.S. Copyright OfficeU.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of StateU.S. Department of the TreasuryU.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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OverviewEstate Law
Forms
Revocable Living Trust for New Jersey ResidentsNew Jersey Last Will and TestamentNew Jersey Codicil to a WillNew Jersey Pour-Over WillNew Jersey Healthcare Power of AttorneyNew Jersey HIPAA ReleaseNew Jersey Financial Power of AttorneyTransfer on Death DeedLady Bird DeedNew Jersey Vehicle Transfer on DeathEIN ApplicationIRS Form 56IRS Form 1310Petition for Probate and LettersNotice to CreditorsNew Jersey Renunciation of ExecutorNew Jersey Living WillAffidavit of HeirshipAffidavit of DeathNew Jersey Small Estate AffidavitNew Jersey Estate InventoryNew Jersey Estate ClosingLetter of InstructionDigital Assets Recovery Letter
I'm planning ahead
New Jersey Estate Planning Cost CalculatorNew Jersey Revocable Living Trust Cost CalculatorNew Jersey Will Cost CalculatorNew Jersey Life Insurance CalculatorNew Jersey Beneficiary Designation CheckerNew Jersey Name a Guardian GuideNew Jersey Burial & Cremation Law GuideNew Jersey Signing Requirements CheckerNew Jersey Document Portability CheckerNew Jersey Trust Need AssessmentNew Jersey Avoid Probate GuideNew Jersey TOD Deed AssessmentNew Jersey Vehicle TOD AssessmentNew Jersey Trust or Will Decision Tool
Someone I love died
New Jersey Death Certificate CalculatorNew Jersey Probate Decision ToolNew Jersey Joint Tenancy Survivorship GuideNew Jersey Estate Settlement PlanNew Jersey What to Do When Someone Dies Checklist
I'm an executor
New Jersey Probate Cost CalculatorNew Jersey Executor Fee CalculatorNew Jersey Self-File Probate AssessmentNew Jersey Letters Testamentary GuideNew Jersey Creditor Claims DeadlinesNew Jersey Insolvent Estate CalculatorNew Jersey Unclaimed Property Claim GuideNew Jersey Personal Property Value Estimator
I'm a trustee
New Jersey Trustee Compensation CalculatorNew Jersey Trust Settlement Plan
I'm inheriting
New Jersey Who Inherits CalculatorNew Jersey Estate & Inheritance Tax CalculatorNew Jersey Inheritance Tax GuideNew Jersey Step-Up Basis CalculatorNew Jersey Post-Death Tax Filing Guide
New Jersey Agencies
Medicaid Estate RecoveryUnclaimed PropertyUnemployment BenefitsPublic PensionsVital Records
Federal Agencies
Administration for Community Living (ACL)Black Lung Benefits ProgramBureau 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 ProgramDrug 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 CorpsOffice 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 ProgramU.S. Copyright OfficeU.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of StateU.S. Department of the TreasuryU.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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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.

All StatesAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDistrict of ColumbiaDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
All Categories781Banks261Brokerages85Credit Unions175Insurance Companies123Retirement Plan Providers45Annuity Providers36Transfer Agents5State Pension Systems7Mortgage Servicers25Student Loan Servicers13Auto Finance Companies28HSA Providers4Crypto Platforms13Credit Card Issuers17Personal Loan Lenders11Buy Now, Pay Later7Credit Bureaus4

31 institutions serving New Jersey

Mariner Finance

Mariner Finance logo

Personal Loan Lender serving the Southeast, Northeast, and more

Mariner Finance

OceanFirst

OceanFirst logo

Bank serving New Jersey, New York and Pennsylvania

OceanFirst

Popular Bank

Popular Bank logo

Bank serving Florida, New Jersey and New York

Popular Bank

Provident

Provident logo

Bank serving New Jersey, New York and Pennsylvania

Provident

Santander

Santander logo

Bank serving the Northeast and Southeast

Santander

TD Bank

TD Bank logo

Bank serving the Northeast and Southeast

TD Bank

Truist

Truist logo

Bank serving the Southeast, Northeast, and more

Truist

TrustCo Bank

TrustCo Bank logo

Bank serving the Northeast and Southeast

TrustCo Bank

Valley

Valley logo

Bank serving the Southeast, Northeast, and more

Valley

Visions FCU

Visions FCU logo

Credit Union serving New York, Pennsylvania and New Jersey

Visions FCU

WSFS Bank

WSFS Bank logo

Bank serving Delaware, Pennsylvania and New Jersey

WSFS Bank

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