05 Information for us to open a Trust or Estate File for You

05 Information for us to open a Trust or Estate File for You
Select your Bazar McBean Partner *

David Bazar, CPA, CA, (Ontario), CGMA, CPA CPA (Ohio) Corrado Calvo, HBBA, CPA (Ontario) Michael Falcone, CPA, CGA (Ontario) Ross McBean, MBA, CPA, CA (Ontario)
Name of Trust *
Type of Trust *

Estate of deceased - provide copy of Death Certificate Inter-Vivos Trust
Date of Settlement/Death *

Month Day Year
Date
YOUR NAME *

Prefix Middle Name Last Name Suffix
Your Relationship to Trust or Estate *

Trustee Estate Executor
Address *

Street Address

Street Address Line 2

City State

Zip Code Country
Email *

Confirmation Email example@example.com
TELEPHONE NUMBERS *
Trust Account #
US EIN (if any)
EIN
Last Year End Tax return filed - please provide copy of last tax returns and assessments

Month Day Year
Date
Next Year End Tax return to be filed

Month Day Year
Date
Additional Trustee/Executor Information
Beneficiary Information
Please let us know how we may help you and provide any information about the Trust/Estate that you think we should know
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