What to Bring‎ > ‎

For a Trust


  1. Copy of trust documents
  2. Copy of Federal Identification Number (EIN)
  3. Copies of all 1099’s for interest, dividends received.
  4. List of any other income
  5. Copy of HUD statements for any real estate sold
  6. Copies of 1099-B for any stock sold
  7. List of expenses paid by trust, property taxes, income taxes, mortgage interest, legal and accounting fees, etc
  8. List of beneficiaries, addresses and social security numbers
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