Trust Operations

Everything you need to do to run a trust properly

Describe the trust and get a sequenced checklist of the trustee duties and tax steps that generally apply — each one cited to authority, each ending in a step a person must do. It organizes and prepares the work for your attorney or CPA. It is not legal or tax advice.

Private by design. This tool runs entirely in your browser. Nothing you enter is uploaded, stored, or sent to a server.

Describe the trust

The trust

Trust type

State (two-letter, optional)

Trust law varies by state; the checklist flags anything state-specific.

Settlor (the person who created the trust)

Status

Have the assets been retitled into the trust (funded)?

Does the trust have its own EIN?

Did the trust have $600 or more of gross income this year?

Does the trust have beneficiaries?

Your checklist

Fill in what you know on the left and select Build the checklist. Anything the tool can't ground to authority is listed as an open question for a professional — it is never guessed.