New Jersey Estate Planning

Best Online Will Maker in New Jersey 2026 — Complete NJ Guide

New Jersey has some of the most complex estate planning considerations in the country — including one of only six states with an inheritance tax. If you live in New Jersey, your estate plan needs to account for NJ-specific tax rules, the state's probate process, and how to structure your will to minimize what your family pays. This guide covers everything NJ residents need to know in 2026.

New Jersey Will Requirements (2026)

Under N.J.S.A. 3B:3-2, a valid will in New Jersey must:

New Jersey does recognize holographic (entirely handwritten) wills under NJSA 3B:3-2(b), but they must be entirely in the testator's handwriting and signed. For any will that includes typed text, two witnesses are required.

New Jersey's Inheritance Tax — What You MUST Know

New Jersey is one of only six states with an inheritance tax (not an estate tax — the tax is on what beneficiaries receive, not on the estate itself). This is one of the most important NJ-specific estate planning considerations:

⚠️ Critical NJ Tax Planning Note

If you plan to leave significant assets to siblings, nieces, nephews, friends, or non-relatives, the NJ inheritance tax can be substantial. A properly structured trust can help minimize this burden. For example, leaving assets to an unmarried partner (Class D) triggers a 15-16% tax — potentially costing tens of thousands of dollars on a $200,000 bequest.

New Jersey Estate Tax (Repealed)

New Jersey had a separate state estate tax, but it was repealed effective January 1, 2018. Today, only the federal estate tax applies to NJ estates (federal exemption: $13.61 million in 2026). The inheritance tax, however, remains in effect.

Best Online Will Services for New Jersey Residents

⭐ BEST OVERALL FOR NJ

Trust & Will

Price: $199 individual | $299 couples

Trust & Will provides comprehensive NJ-compliant estate planning. Their platform addresses the inheritance tax considerations through beneficiary designations and trust options, and produces attorney-reviewed documents valid in New Jersey. The complete package (will + POA + healthcare directive) is the most thorough option available online.

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BEST BUDGET

LegalZoom

Price: From $89

LegalZoom's basic will is valid in New Jersey and covers standard provisions. For NJ residents with simple situations leaving assets primarily to Class A beneficiaries (spouse, children), LegalZoom is a cost-effective option. For more complex situations with inheritance tax planning needs, Trust & Will or a local NJ attorney is preferable.

New Jersey Probate — Costs and Process

New Jersey probate is handled through the Surrogate's Court in each county. Key facts:

For most New Jersey families with significant assets (especially homeowners in NJ's expensive real estate market), avoiding probate through a living trust or beneficiary designations can save significant time and money.

NJ-Specific Estate Planning Tips

Use Beneficiary Designations Aggressively

Life insurance, IRAs, 401(k)s, and bank accounts with payable-on-death (POD) designations pass outside probate and outside your will. For NJ residents wanting to leave assets to non-Class A beneficiaries, these non-probate transfers may also have different tax treatment — consult a tax advisor.

Consider a Living Trust

A revocable living trust allows your estate to bypass New Jersey probate entirely. For a NJ homeowner with significant equity, this can save thousands in executor fees and simplify administration substantially. Trust & Will offers living trusts starting at $399.

Update Beneficiary Designations After Life Changes

In New Jersey, divorce automatically revokes gifts to a former spouse in a will, but does NOT automatically change beneficiary designations on life insurance or retirement accounts. After any major life event — divorce, remarriage, death of a beneficiary — review and update all beneficiary designations.

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Don't let NJ's inheritance tax surprise your family. Start your complete NJ estate plan with Trust & Will.

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Frequently Asked Questions

Does New Jersey have an estate tax in 2026?

No. New Jersey's estate tax was repealed effective January 1, 2018. However, New Jersey still has an inheritance tax — a tax on what certain beneficiaries receive. Only Class A beneficiaries (spouse, children, parents) are exempt. Other beneficiaries pay 11-16% on what they inherit.

Do I need a living trust in New Jersey?

Not everyone needs a living trust, but many NJ residents benefit from one. If you own a home in New Jersey (where home values are among the highest in the nation), a living trust can avoid probate, save on executor fees, and potentially reduce inheritance tax liability for non-Class A beneficiaries. It's worth serious consideration if your estate exceeds $200,000.

What happens if I die without a will in New Jersey?

Dying without a will in NJ means your estate passes according to the state's intestacy laws (N.J.S.A. 3B:5-1 through 3B:5-14). Generally, the estate passes to your spouse and children first, then to parents, siblings, and other relatives. Unmarried partners receive nothing under intestacy, regardless of the length of the relationship. If you want to leave anything to an unmarried partner, you must have a will.