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Fee Estimate - Trusts and Fiduciaries

Tell Us About Your Tax Needs

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Please answer a few questions about your tax situation so we can provide an initial estimate for preparing your trust tax return.

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You do not need to upload your tax return or provide any tax documents at this stage. If we need additional information to finalize your estimate, we'll let you know.

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This questionnaire should take just a few minutes to complete.

Is this the first year the trust will be filing a Form 1041?
Yes
No
What type of trust is this?
Revocable Living Trust
Irrevocable Trust
Not Sure
Other
Is this trust part of an estate that is currently being administered?
Yes
No
Not Sure
What types of income did the trust receive?
Were distributions made to beneficiaries during the year?
Yes
No
Not sure
Will the trust require tax returns in any states other than Massachusetts?
Yes
No
Not sure
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