New Jersey Joint Revocable Living Trust Template (Married Couples)
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What's Included
Attorney-style New Jersey Joint Revocable Living Trust for married couples. Drafted under N.J. Stat. Ann. §§ 3B:31-1 et seq. (New Jersey Uniform Trust Code). Covers New Jersey Inheritance Tax (children/grandchildren exempt; siblings 11%; others 15–16%), optional bypass sub-trust for NJ inheritance tax savings, NJ estate tax (repealed 2018 — noted for historical reference), co-trustee management, incapacity succession, elective share rights (N.J.S.A. § 3B:8-1 et seq.), real property transfer to trust requirements (NJ Realty Transfer Tax considerations), trustee powers enumeration, and pour-over will coordination. Includes NJ asset schedule, trust certification, and New Jersey notary acknowledgment. Instant .docx download.
Who This Is For
- Residents with straightforward estates
- Individuals who want a solid will without attorney fees
- Married couples (each spouse needs their own)
- Anyone ready to get their affairs in order
NOT Appropriate For
- Business owners with complex ownership interests
- Blended families with competing inheritance claims
- Property owners in multiple states
- Taxable estates (over federal exemption)
Legal Disclaimer
This template is for informational purposes only and does not constitute legal advice. No attorney-client relationship is formed by purchase. Consult a licensed New Jersey attorney for advice specific to your situation.
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