Document pack
New Jersey Executor Kit: First 30 Days, Inventory, Creditor Log, Tax Waivers and a Notice Letter
The first month as an executor, laid out step by step, with the logs that keep you out of trouble.
$25 one time · example and blank copies · download link by email
Who it is for
Anyone named executor in a New Jersey will, or appointed administrator when there's no will.
Why it is different
- Built from the NJ statutes and the Division of Taxation's own executor guide.
- Surrogate fees from the statute, not guesses.
- Word files to fill in and PDFs to print.
What is inside
- First 30 days. Death certificates, the 10-day wait, the Surrogate visit and fees, the estate EIN and bank account.
- Assets inventory. Every account and asset and how it passes.
- Creditor and expense log. The 9-month claim window and every bill the estate pays.
- Inheritance tax waivers. Beneficiary classes and when to use L-8, L-9 or IT-R.
- Notice of death letter. A fill-in letter for banks, insurers and pensions.
Get it
New Jersey Executor Kit
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
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. Work with an estate attorney and a tax professional, especially with real estate, debts or disagreements. Not affiliated with any Surrogate 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.
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