New Jersey estate planning

Build Your New Jersey Estate Plan with FREE Forms & Tools

The Garden State

Discover comprehensive New Jersey estate planning resources including FREE downloadable forms for wills, power of attorney, and healthcare directives, plus educational tools to explore your options.

What Makes New Jersey Different

Like all states, New Jersey recognizes formally executed wills and living trusts as valid estate planning tools. A standard will here requires 2 adult witnesses, and adding a notarized self-proving affidavit can streamline the probate process later. The state also recognizes holographic (handwritten) wills, though these have stricter proof requirements and are more vulnerable to legal challenges.

If you die without a will in New Jersey, your heirs must survive you by at least 5 days to inherit anything. This "survival period" exists to prevent property from passing through multiple estates in quick succession when family members die close together in time, such as in an accident. The amount a surviving spouse inherits without a will depends on whether your parents are still alive. If they are, your spouse may have to share the estate with them—a result that surprises many people and underscores why having a will matters. New Jersey uses "per capita at each generation" distribution when dividing assets among descendants. This modern approach ensures that grandchildren whose parent predeceased you share equally with other grandchildren, rather than splitting only their parent's portion.

Unlike states with formal independent administration statutes (such as California and Texas), New Jersey doesn't offer a simplified procedure for executors to petition for reduced court oversight. However, executors typically have statutory authority to manage routine estate matters. For families looking to avoid probate court involvement entirely, a revocable living trust remains the most reliable option.

New Jersey Estate Planning Resources

Free estate planning forms, calculators, and checklists for New Jersey. No account required.

New Jersey Last Will and Testament

Create a free, state-specific will with New Jersey's witness and notarization requirements included.

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New Jersey Pour-Over Will

Transfer assets to your existing trust. New Jersey's execution requirements included.

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New Jersey Healthcare Power of Attorney

Designate someone to make medical decisions on your behalf. New Jersey's requirements included.

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New Jersey Financial Power of Attorney

Designate someone to manage your financial affairs. New Jersey's requirements included.

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How Much Does Probate Cost in New Jersey?

Estimate attorney fees, executor fees, court costs, and timeline for probating an estate in your state. See if the estate qualifies for simplified probate procedures.

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How Much Can an Executor Charge in New Jersey?

Calculate how much an executor (personal representative) can charge for administering an estate. See if your state has statutory fees or uses reasonable compensation.

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What's Fair Trustee Compensation in New Jersey?

Find out what's fair compensation for serving as trustee. Compare family, professional, and corporate trustee rates based on your situation.

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Who Inherits in New Jersey?

Find out who inherits your estate and how much they get if you die without a will. Based on your state's intestate succession laws.

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How Many Death Certificates Do I Need in New Jersey?

Calculate how many certified death certificates you need based on the assets and accounts you need to close. See state-specific ordering information.

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How Much Are Estate & Inheritance Taxes in New Jersey?

Calculate federal estate tax, state estate tax (12 states + DC), and inheritance tax (5 states) for an estate or trust.

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Do I Need Probate in New Jersey?

Answer a few questions to find out if an estate needs full probate, qualifies for simplified probate, or can avoid probate entirely with a small estate affidavit.

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How Do I Settle an Estate in New Jersey?

Get a personalized checklist for settling an estate after someone passes away. Covers trust administration, probate, and intestate estates.

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What Are My Duties as Trustee in New Jersey?

Step-by-step guide for successor trustees administering a trust. Understand your duties, notification deadlines, and asset management responsibilities.

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What Are My Duties as Executor in New Jersey?

Complete guide for executors and personal representatives navigating probate. Court filings, creditor claims, and distribution timelines.

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What Does a Revocable Living Trust Cost in New Jersey?

Compare the cost of creating a revocable living trust. See how SimplyTrust, Trust & Will, LegalZoom, and attorneys compare over 5 years including life events.

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What Does a Will Cost in New Jersey?

Compare the cost of creating a will. See document costs plus probate fees your heirs will pay. Compare SimplyTrust, Trust & Will, LegalZoom, and attorneys.

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How Much Life Insurance Do I Need in New Jersey?

Calculate how much life insurance coverage you need. Accounts for income replacement, debt payoff, college funding, and state-specific factors like cost of living and estate taxes.

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What Should I Expect When Inheriting in New Jersey?

Find out what to expect when inheriting money, property, or other assets. See timeline estimates, inheritance tax implications, and understand what the executor or trustee is handling behind the scenes.

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Does New Jersey have inheritance or estate taxes?

New Jersey has an inheritance tax that applies to certain beneficiaries, but no state estate tax as of 2018. The inheritance tax rates vary based on the relationship between the deceased and the beneficiary, with spouses and children typically exempt. Understanding these tax implications can help families plan their estate structure more effectively.