Trust Details

Attribute

Type

Description

Required

type

string

Type of user document. Default to "TRUST_INFO"

data

object

Document object that contains all data for the "TRUST_INFO" user document

data.name

string

Name of the trust. Must match trust documents.

data.dateEstablished

string

Inception date of the trust

data.stateEstablished

string

The state where the trust was established. For U.S., use USPS postal abbreviations, outside of U.S. use the standard province/territory name

data.street1

string

Street address

data.street2

string

Street address, continued

data.city

string

City

data.province

string

For U.S., use USPS postal abbreviations, outside of U.S. use the standard province/territory name

data.postalCode

string

Postal code

data.primaryTrusteeAuthority

string

The permissions the primary trustee has over the trust. Options:

  • "TRUSTEE_ONLY"
  • "TRUSTEE_AND_GRANTOR"
  • "MODIFY_TRUSTEES"
  • "MODIFY_TRUST"

data.tin

string

Tax Identification Number of trust (if trust is irrevocable).

{
  "type": "TRUST_INFO",
  "data": {
    "name": "Joe's Trust",
    "dateEstablished": "2014-09-29",
    "stateEstablished": "DE",
    "street1": "123 Main St",
    "street2": "Suite 2000",
    "city": "Wayne",
    "province": "NJ",
    "postalCode": "07470",
    "primaryTrusteeAuthority": "TRUSTEE_ONLY",
    "tin": "123456789"
  }
}