Far Hills Estate Planning Attorneys

Far Hills, NJ — estate planning attorneys at Simon Law Group.

Far Hills estate planning often centers on land, privacy, fiduciary judgment, and long-term family governance. The borough sits in Somerset County near Bedminster, Peapack-Gladstone, and Bernardsville. Some clients own larger parcels, preserved or restricted land, equestrian property, closely held business interests, or out-of-state homes. Those facts affect trust funding, tax review, and what authority a fiduciary needs.

Simon Law Group’s Somerville office is the closest firm office for Far Hills residents. The Somerset County Surrogate’s Office at 20 Grove Street in Somerville handles ordinary estate qualification. Litigation over a will, trust, fiduciary, or accounting is brought in the Somerset Vicinage.

Planning Priorities for Far Hills Families

Far Hills plans should be built from the deed and balance sheet upward. A useful planning review often includes:

  • Deeds, surveys, easements, farmland or conservation restrictions, and title documents
  • Ownership of horses, equipment, vehicles, collections, or other tangible property requiring care or valuation
  • Business, partnership, or LLC interests
  • Property in other states that could create ancillary probate
  • Trustee authority to maintain, lease, sell, insure, or divide real estate
  • Liquidity for taxes, property expenses, insurance, and family buyouts

The plan should avoid leaving an executor with valuable property but no practical authority or cash flow to preserve it.

Somerset County Probate

The Somerset County Surrogate states that the office probates wills, appoints estate administrators, supervises guardianship appointments, and is located on the first floor of the county administration building at 20 Grove Street, Somerville. Somerset County also offers eProbate for probate of a will or administration of an estate.

For a routine probate, the executor generally needs the original will, certified death certificate, identification, and family and asset information. If there is no will, the estate is administered under intestacy rules and a surety bond may be required. If a dispute exists, court filings in the Probate Part may be necessary.

Trusts, Land, and Family Governance

A revocable trust can be practical for Far Hills clients who want continuity if they become incapacitated or who own property in more than one state. The trust should include detailed real estate powers and should be funded correctly. If a home, farm, or larger parcel is intended to remain in the family, the trust should address occupancy, expenses, sale rights, buyout methods, and dispute resolution.

Irrevocable trusts may be considered for federal estate tax, asset management, or long-term family planning, but they come with loss-of-control and tax consequences. We review the client’s liquidity and family structure before recommending that approach.

New Jersey and Federal Tax Notes

New Jersey’s former estate tax no longer applies to deaths on or after January 1, 2018. Inheritance tax remains a beneficiary-class issue, which matters when a plan favors siblings, nieces, nephews, friends, or unrelated beneficiaries. Federal estate tax is evaluated separately; IRS 2026 guidance lists the basic exclusion at $15,000,000.

For land-rich estates, tax planning should include valuation, basis, charitable goals, conservation restrictions if any, and how the estate will pay carrying costs while administration is pending.

Documents Commonly Needed

  • Will and revocable trust, when a trust-based structure is appropriate
  • Durable power of attorney with real estate, entity, tax, and insurance authority
  • Advance health care directive and HIPAA authorization
  • Tangible personal property memorandum or detailed instructions for collections and equipment
  • Trust funding letter and deed review
  • Business succession or operating agreement review

Local and authoritative references


Responsible Attorney: Britt J. Simon, Esq., Managing Partner, Simon Law Group, LLC.

Frequently asked questions

How does a Surrogate filing in Somerset County actually work?
Somerset County allows probate or administration filings through the Surrogate's Office, including eProbate. The executor should have the original will, certified death certificate, identification, and family information. A contested or defective matter may require Probate Part court proceedings.
Why have New Jersey counsel draft a Far Hills estate plan?
No, but complex real estate, trust funding, tax review, and fiduciary powers are difficult to handle well with a generic form. The more unique the assets, the more important the drafting and funding become.
Does a revocable trust avoid New Jersey inheritance tax?
No. Trust funding may keep an asset out of a routine probate filing, but inheritance tax is still measured by the beneficiary's class. The transfer to a child, sibling, niece, nephew, charity, or unrelated person is analyzed under the New Jersey inheritance-tax rules.
Where do I probate a will if I lived in Far Hills?
Uncontested probate is handled through the Somerset County Surrogate's Office at 20 Grove Street, Somerville. Litigation proceeds in the Somerset Vicinage, Chancery Division, Probate Part.
Do I need to be a Far Hills resident to retain Simon Law Group?
No. We represent clients throughout New Jersey. Far Hills clients often use the Somerville office because of proximity, but venue depends on domicile, property, and court rules.
What if my matter involves more than one practice area?
Estate planning may overlap with real estate, business succession, tax, elder law, or fiduciary litigation. Those issues should be identified before documents are signed so the plan is administrable.

Sources & authorities

Reviewed by Britt J. Simon, Esq., Managing Partner — May 2026

Geographic scope

Serving 5 New Jersey counties.

  • Far Hills
  • Somerset County
  • Bedminster
  • Peapack-Gladstone
  • Bernardsville

Quick Answers

Start with the questions most people ask before they call.

Need a plan? Do I need more than a will?
Most New Jersey adults need a coordinated plan: will, power of attorney, healthcare directive, HIPAA release, and beneficiary-designation review.
Documents What should I gather before an estate-planning call?
A rough asset list, fiduciary choices, existing documents, beneficiary designations, and the family situation you are trying to protect are enough to start.
Fit When is a trust worth discussing?
Trust planning is worth discussing for probate avoidance, blended families, privacy, special-needs planning, asset protection, tax planning, or out-of-state property.

What Matters Now

What to do first depends on your deadline and the evidence.

People

Choose fiduciaries before choosing documents.

Executor, trustee, guardian, POA agent, healthcare proxy, and backups are often the hardest planning decisions.

Assets

A rough asset map is enough to begin.

Exact balances can come later. Start with real estate, retirement, insurance, business interests, debts, and beneficiaries.

Incapacity

Planning is not only about death.

Power of attorney, advance directive, HIPAA authorization, and beneficiary coordination often matter before probate ever does.

Choose Your Next Step

Choose the first step that fits the moment.

How your case moves forward

From first contact to the first legal decision.

  1. Map people, property, and health decisions.

    The first call clarifies family structure, fiduciaries, real estate, accounts, business interests, beneficiaries, and incapacity concerns.

  2. Choose the document set.

    Most plans begin with will, POA, healthcare directive, and HIPAA release, then add trusts or tax planning only when the facts justify it.

  3. Sign your documents and keep them easy to find and update.

    The signing process should leave the client with clear copies, funding notes, beneficiary reminders, and update triggers.

Local to New Jersey

Where your case is filed changes what happens next.

Geography

Scoped to 5 New Jersey counties for this service.

Civil, family, estate, injury, real-estate, and malpractice matters are evaluated statewide unless the page states a narrower scope.

Offices

Somerville, Morristown, and Flemington intake.

Somerville accepts office visits. Morristown and Flemington are by appointment. Phone and video consultations are available for statewide matters.

Local proof

County, court, and deadline facts matter.

The intake screen asks for county, court, deadline, and practice fit because local procedure can change what the next useful step should be.

Volume 3

The Estate Planning Starter Kit

Use the starter kit to organize fiduciaries, assets, documents, beneficiary designations, and incapacity decisions.

Open the starter kit

What to have handy when we speak.

  • Existing wills, trusts, powers of attorney, directives, and beneficiary forms.

  • Approximate asset list, real estate, business interests, insurance, and retirement accounts.

  • Preferred executor, trustee, guardian, POA agent, healthcare proxy, and backups.

  • Family facts that affect planning: remarriage, special needs, creditor risk, estrangement, or incapacity.

Consult

Contact the Firm

Confidential and no-obligation.

Consultation request. There is no charge to send this form or to talk through your situation.

Address

Use your mailing address. It helps intake route the request and prepare conflict review.

A short description is enough. Do not send private financial documents until the firm confirms the intake path.

Sending this form does not create an attorney-client relationship. Please do not include confidential documents here.

What Happens Next

What happens after you reach out.

  1. We make sure we're the right firm.

    We start with the basics: what kind of matter, which county, and how urgent, before any detailed legal discussion.

  2. You choose how we follow up.

    Call, text, or email, whichever you prefer. Text consent is optional.

  3. Hold the confidential details.

    Do not send privileged documents or sensitive narratives until the firm confirms it can discuss the matter.

  4. We review and follow up.

    Our team reviews your request for urgency, practice fit, conflicts, deadlines, and availability before confirming next steps.

Submitting a form, downloading a guide, texting, or calling does not create an attorney-client relationship. That relationship begins only after we review your matter and sign a written agreement.

Call Us Today

(800) 709-1131

No-cost consultation request
Available Mon-Fri, 9am-5pm

Our Offices

Somerville accepts office visits. Morristown and Flemington are by appointment. Intake requests are reviewed by practice area, urgency, and matter details.