OP: sorry for your lossTubes wrote: Sat Feb 01, 2025 7:59 am Yes, we had to get an EIN for the trust. The trust had small income from interest and cap gains. Agree that trust is going to see income event for rent. If I were OP, I'd get solid advice from a professional in their state and not just Bogleheads. This is pretty simple as far as estates go, but there's always something, like proposition 13 that OP mentioned, and so on.
Speaking of specific states, in CA perhaps no will needs to be filed. Well, for my parent, we had to still file a will in IL even though everything was in trust. It was a very simple process and very simple pour over will, but I guess the world needs to know via an official notice, at least in that state.
That's another area you can get tripped up with on the internet: advice is not general in these matters, each state has their own laws.
Others: should any Irrevocable living trust that has a house titled to it have an EIN even when the seniors are alive and living in it?