Guide to Acquiring Tax ID Number (EIN) for Probate or Trust Administration

What’s Covered:

✔ Step-by-step walkthrough of the IRS online EIN application portal
✔ Instructions specific to probate estates, including:

• How to enter decedent information

• Choosing the correct title (Executor, Administrator, or Personal Representative)

• Designating a mailing address and accounting year
  ✔ Guidance for trusts if applicable
  ✔ Important warnings about inputting legal names and SSNs to avoid rejections
  ✔ Directions for downloading and saving the IRS confirmation letter (CP 575) instantly

Why This Guide Is Useful:

✅ Avoid IRS mistakes and delays – Prevents errors that can trigger rejections or mailed corrections
✅ Client-ready – Designed to be shared with your probate or trust clients
✅ Saves time – Eliminates the need to walk each client through the IRS portal manually
✅ Straightforward format – Uses visual cues and plain English for accessibility

📥 Instant Download – PDF Format
Equip your clients—or your office—with the confidence to complete this key step—Download the EIN Guide for Estates and Trusts today!