Document pack
New Jersey Executor Kit: First 30 Days, Inventory, Creditor Log, Tax Waivers and a Notice Letter
New Jersey makes you wait 10 days after a death before the county Surrogate can probate the will, then gives creditors 9 months. This kit covers the first month and the logs that follow.
$25 one time · 14-day full refund · Word and PDF · download link by email
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Browse the storeWho it is for
Executors named in a New Jersey will, and administrators the county Surrogate appoints when there's no will.
Not the right fit if
The estate is outside New Jersey, or there are disputes among heirs: work with an estate attorney.
Why it is different
- Built from New Jersey statutes and the Division of Taxation's General Guide to Being an Executor.
- Surrogate fees from N.J.S.A. 22A:2-30: $100 to probate a will up to 2 pages, $125 for administration, $5 per short certificate.
- Word files to fill in and PDFs to print.
What is inside
- First 30 days. Death certificates ($25 for the first, $2 for each extra), the 10-day wait, the Surrogate visit and fees, the estate EIN and bank account.
- Assets inventory. Every account and asset, how it passes, and whether an inheritance tax waiver is needed to release it.
- Creditor and expense log. The 9-month window for written, sworn claims under N.J.S.A. 3B:22-4, and every bill the estate pays.
- Inheritance tax waivers. Class A, C, D and E beneficiaries, and when to use L-8, L-9 or the IT-R return due within 8 months.
- Notice of death letter. A fill-in letter asking banks, insurers and pension plans to freeze accounts and report the date-of-death balance.
A look inside
The first pages, as you will get them
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New Jersey Executor Kit
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Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. General information, not legal or tax advice. Ask your county Surrogate's office about filing, and an estate attorney and tax professional about real estate, debts or disagreements. Not affiliated with any New Jersey Surrogate, the Division of Taxation or the State. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
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Just this kit, or more
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See the membershipQuestions
Common questions
What do I get and how is it delivered?
The NJ Executor Kit comes as a zip with five documents, each as an editable Word file and a printable PDF: First 30 Days, Assets Inventory, Creditor and Expense Log, Inheritance Tax Waivers, and Notice of Death Letter. The download link arrives by email after payment.
Will it open on a Mac, Google Sheets or my phone?
The PDFs open in any PDF reader, including on a phone. To edit, open the Word files in Word, Google Docs or LibreOffice on a Mac or PC. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund.
Is this legal or tax advice?
General information, not legal or tax advice. Work with an estate attorney and a tax professional, especially with real estate, debts or disagreements.
Does New Jersey still have an estate tax?
Not for deaths on or after January 1, 2018. The inheritance tax still applies depending on who inherits: Class A beneficiaries such as a spouse, children and parents aren't taxed, while Class C and D beneficiaries are. The return and any tax are due within 8 months of death.
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Read the book
The New Jersey Executor's Handbook
The first year of settling a New Jersey estate, one step at a time. By Matthew Colt, $9.99 as an ebook (EPUB and PDF). Or get both in the NJ Executor's Handbook and Executor Kit Bundle for $29 instead of $34.99.
Buy it with the others
Bundle
Executor Bundle
This product plus 1 more, in one download.
$45 instead of $54 separately
New Jersey Notary Starter Kit
The paperwork a new notary has to build from scratch, ready to print or edit: a journal laid out for what New Jersey's manual says to record, checklists, forms and client emails.
$29