Question

Grantor Trust - Grantor Changed

Forum|Forum|1 year ago
February 9, 2025
1 reply
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Hello. My father was the grantor of the family trust. He passed away in Feb, and I am the new grantor. How do I fill "Grantor Information Statement" as there is only 1 box for Grantor Information?

TurboTax Business Windows

AmyC

Employee

For the statement:

As the new grantor, identify yourself.

Fill in the trust information, date created, TIN, name of the trust

Provide the name of the original grantor, his birth date and date of death

Your role - clearly state that you are now the grantor due to father's passing. You may want to include your relationship.

Trustee information

Sign and date

Since trust laws can be complex and vary by state, it may be beneficial to consult with an attorney or a professional who specializes in estate planning to ensure that you are completing the form correctly and in compliance with local laws.

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