Create a plain-language list of tax documents and questions to gather.
Tax coordination
Executor and trustee tax support
A clear tax-preparation path for executors and trustees who need to organize records, deadlines, and communication around an estate or trust filing.
Being named an executor or trustee can put tax questions in front of you quickly. We help create an organized tax-preparation picture, identify what records are useful, and coordinate tax information with your authorized professionals.
Keep the tax-preparation work distinct from legal estate administration.
Coordinate tax information with an attorney or other authorized professional when the client asks us to do so.
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Helpful context for this tax question.
These guides use current IRS source material and stay focused on education, not a determination about your specific situation.
Tax ID
EIN for an estate or trust
A high-level guide to the tax identification number used by many estates and trusts, the Form SS-4 application, and the questions not to guess about.
Read the guideFinal return
Final tax return after death
A plain-language overview of the federal final tax return after a death, including the distinction between final individual income and later estate income.
Read the guide