New Jersey Estate Planning Drafting Software
New Jersey eliminated its estate tax in 2018 but retains an inheritance tax on beneficiaries who are not exempt (Class A beneficiaries like spouse, children, and parents are exempt). Non-exempt beneficiaries face rates from 11% to 16%.
Quick Facts
- State Estate Tax
- None
- Small Estate Threshold
- Small estate thresholds are $50,000 for a surviving spouse, civil union partner, or domestic partner, and $20,000 when there is no surviving spouse or partner.
- Property System
- Common Law
Practice Snapshot for New Jersey Attorneys
Estate planning in New Jersey is shaped by common law property rules. These rules make titling and beneficiary designations core to many plans. There is no state estate tax. Small estate thresholds are $50,000 for a surviving spouse, civil union partner, or domestic partner, and $20,000 when there is no surviving spouse or partner.
Local practitioners routinely navigate: Inheritance tax on non-exempt beneficiaries, Estate tax eliminated in 2018, Class A beneficiaries exempt from inheritance tax, and Small estate thresholds differ depending on whether a surviving spouse or partner is applying.
Common New Jersey filings and forms include: New Jersey Inheritance Tax Return, New Jersey Durable Power of Attorney, and New Jersey Advance Directive for Health Care. Key New Jersey statutory touchpoints include: New Jersey Inheritance Tax, New Jersey Uniform Trust Code, and Elective share provisions.
Key Considerations for New Jersey Attorneys
- —Inheritance tax on non-exempt beneficiaries
- —Estate tax eliminated in 2018
- —Class A beneficiaries exempt from inheritance tax
- —Small estate thresholds differ depending on whether a surviving spouse or partner is applying
- —Elective share for surviving spouse
New Jersey-Specific Documents
Drafting language and formatting drawn from New Jersey statutory references and local recording practices, ready for attorney review and edit.
Core drafting set
- —Revocable living trust
- —Pour-over will
- —Durable power of attorney
- —Advance health care directive
- —HIPAA authorization
- —Deed templates aligned to local recording rules
- —Certification of trust
State forms and filings
- —New Jersey Inheritance Tax Return
- —New Jersey Durable Power of Attorney
- —New Jersey Advance Directive for Health Care
New Jersey Estate Planning Laws
- —New Jersey Inheritance Tax
- —New Jersey Uniform Trust Code
- —Elective share provisions
What Statular Offers New Jersey Attorneys
Document Automation
Generate complete estate planning packages from a single interview—trusts, wills, POAs, and healthcare directives.
Client Questionnaires
Branded client portal with secure questionnaires that sync directly into your drafting interview, plus secure client messaging for follow-up.
80+ Document Types
Comprehensive library including trusts, wills, powers of attorney, deeds, and client materials.
Secure Cloud Storage
Enterprise-grade security with 256-bit encryption. All documents stored in your firm's secure vault.
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Core Documents
- Revocable Living Trust
- Pour-Over Will
- Durable Power of Attorney
- Advance Healthcare Directive
- HIPAA Authorization
- Grant Deed & Quitclaim Deed
- Certification of Trust
- Asset Schedules