Executor & Trustee Tax Needs Assessment

This assessment helps identify the tax responsibilities and level of fiduciary-tax support that may be appropriate for an estate or trust.

Before You Begin

Do not enter Social Security numbers, EINs, account numbers, passwords, or other sensitive identifiers. We need the shape of the situation—not confidential account details.

1. Your Role

Name

Email

Phone (optional)

What is your role?

2. Estate / Trust Situation

What best describes the situation?

A person has died and an estate is being administered A revocable living trust became irrevocable at death An existing irrevocable trust The trust has split or may split into subtrusts Both an estate and trust are involved

Has a separate EIN already been obtained where needed?

Yes No Not sure

Have distributions already been made to beneficiaries?

Yes No Not sure

Is an attorney involved in the administration?

Yes No Not sure

3. Tax Filing Status

Which returns or filings are you uncertain about?

Briefly describe what has happened so far and what you need help understanding.