Estate Planning
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嘉定实验小学

To open an estate account, you will need the following documentation:

  • Letters of Authority from probate court appointing you as executor or administrator of the estate.
  • A copy of the death certificate.
  • A taxpayer ID number (or EIN number) for the estate account.
  • Please visit www.irs.gov to understand the general duties as an estate administrator and steps to apply for an EIN number.

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