Salt Lake City, UT asked in Arbitration / Mediation Law, Probate and Estate Planning for Utah

Q: How do I get a tax id number on my family trust I'm trying to collect on a annuity and don't have the actual trust

2 Lawyer Answers
Kenneth Prigmore
Kenneth Prigmore
Answered
  • Estate Planning Lawyer
  • Spanish Fork, UT
  • Licensed in Utah

A: Your best answer depends on a few things that an attorney would need to discuss with you. If you don't have a copy of the Trust, you need help proving your authority as the Trustee. If you are the creator of the Trust, you can always sign an updated version of the Trust. If you are an heir and believe you are a successor Trustee, without a copy of the Trust, you may be forced to probate the estate and get a court determination that the Trust no longer exists. Other options may work, but you need to sit down with an Estate Planning/Probate attorney to discuss all the details before identifying options.

Anthony M. Avery and Wesley Winsor agree with this answer

Wesley Winsor
Wesley Winsor
PREMIUM
Answered
  • Estate Planning Lawyer
  • Saint George, UT
  • Licensed in Utah

A: The actual obtaining of the EIN for the trust is a relatively simple matter, but you really need to establish your authority to do so.

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