Non-investing personal finance issues including insurance, credit, real estate, taxes, employment and legal issues such as trusts and wills
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I might be making too big a deal of this, but I have already obtained an EIN for my mom's estate (of which I am executor). It shows as "Jane Doe Estate". Mom had some shares of stock (no beneficiaries listed). There are 4 heirs. I am filling out the Computershare form to have the shares transferred to her estate. Do I fill it out as "Estate of Jane Doe", or just "Jane Doe Estate". Just want to make sure I am doing this right. Thanks!
I have no particular knowledge just anecdotal experience. Some entities will give instructions as to how the want it written, particularly taxing authorities. Otherwise, I would just use Jane Doe Estate. You might find the statements come back titled as you specified or that they have switched it around to whatever standard they use.