New Jersey Inheritance Tax Service
New Jersey Inheritance Tax — Planning & Fixed-Fee Filing Packages
State-specific planning and compliant filing for New Jersey inheritances and NJ-situs assets — for residents and nonresidents. Scenario modeling, beneficiary-class analysis, waiver/clearance coordination (L-8/L-9), federal alignment (Form 706 if applicable) and audit-ready documentation.
Inheritance tax planning — New Jersey
Forward-looking strategies to reduce class-based exposure, coordinate with federal rules and prepare clean filings later. Choose your track below.
New Jersey Resident — Inheritance Tax Planning
Tiered pricing by complexity
- Tier A — Essentials: $1,450–$2,150 W-2/retirement, brokerage, primary home, mainly Class A heirs.
- Tier B — Enhanced: $2,300–$3,550 Rental/second home, small LLC, mix of Class A/C heirs, charitable intent.
- Tier C — Advanced: $3,900–$5,950 Multiple properties, operating business, trusts, Class D beneficiaries.
What’s included
- Fact pattern & asset review; beneficiary class map
- Scenario modeling (baseline vs. optimized)
- Recommendations: titling, trusts with counsel, charitable options
- Federal coordination notes (estate/gift alignment)
- Written planning memo & implementation checklist
Advisory only; legal drafting via your attorney.
Nonresident — NJ-Situs Asset Planning
Tiered pricing by holdings
- Tier A — Single asset: $1,650–$2,450 One NJ property or a single tangible asset/interest.
- Tier B — Multiple assets: $2,850–$4,600 2–3 NJ assets, basic apportionment, simple entity layers.
- Tier C — Complex cross-state: $4,950–$7,300 3+ assets, operating businesses, cross-state beneficiaries.
What’s included
- Exposure analysis for NJ-situs assets by beneficiary class
- Apportionment & exit/transfer scenario modeling
- Home-state & federal coordination map
- Liquidity planning for potential NJ tax
- Written planning memo & cross-state checklist
Third-party valuations and legal drafting excluded.
Filing packages — New Jersey inheritances
Transparent, fixed-fee filing support with audit-ready deliverables. Complex scenarios may require a tailored quote.
Many New Jersey firms bill inheritance filings by the hour. Our fixed-fee model gives you defined scope, deliverables and turnaround — no surprises, no billing creep. Each package includes a written quote and audit-ready documentation.
Starter — Threshold, Classes & Filing Check
$420 flat fee
- Estate & NJ-situs asset review
- Beneficiary class & exemption assessment
- Filing decision memo (NJ required or not)
- Checklist of documents, waivers & next steps
What’s included
- 30–45 min intake + documentation review
- Written decision memo with rationale
- Route to Standard/Premium if filing needed
Typical turnaround: 3–5 business days
Standard — Preparation, Waivers & Filing
From $2,250 (typical range $2,250–$4,050)
- Everything in Starter
- Preparation of required NJ inheritance forms
- Self-executing waivers (L-8/L-9) & release coordination
- Payment guidance & submission support
- Draft packet for executor/attorney review
What’s included
- Forms prep & reconciliations, transmittals
- Extension/payment guidance
- One revision cycle after review
Typical turnaround: 2–4 weeks (after docs)
Premium — Multi-State & Audit-Ready
From $5,250 (typical range $5,250–$10,450)
- Everything in Standard
- Apportionment for real estate & businesses
- Interstate coordination & timelines
- Audit-ready documentation & responses
- Attorney collaboration & representation support
What’s included
- Apportionment schedules & workpapers
- Interstate filing calendar & responsibilities
- Audit-response drafting & support hours
Typical turnaround: 4–8+ weeks (case complexity)
Our process
- Discovery (free): facts, deadlines, assets, beneficiary classes, cross-state links
- Engagement & checklist: scope, fixed fee, documents list
- Analysis & drafts: planning scenarios or filing drafts
- Review & filing/implementation: confirm approach; submit forms/waivers or implement plan with counsel
- Follow-through: receipts, confirmations, waivers/releases, audit-ready file
In-depth New Jersey articles (Hub)
- New Jersey Inheritance Tax — Complete Guide (Overview)
- New Jersey Inheritance Tax Forms, Waivers & Deadlines
- Nonresidents with NJ-Situs Assets — Filing Guide
- New Jersey Inheritance Tax Planning
- New Jersey Tax Cases & Rulings
- New Jersey Tax Calculator
Prefer a done-for-you approach? Book a discovery call and we’ll handle planning and filing end-to-end.
Why choose us?
- State-focused expertise: New Jersey inheritance procedures + federal alignment
- Predictable pricing: fixed-fee planning & filing
- Executor- & counsel-friendly: checklists, timelines, waivers & clean workpapers
- Multi-state ready: apportionment and cross-state coordination
Talk to a New Jersey Inheritance Tax Specialist
Get clarity on beneficiary classes, lookback implications and timelines. We’ll recommend the right planning or filing package and provide a fixed-fee quote.