Create a trust
Create a new trust for a household
Authorizations
OAuth 2.0 Bearer Token from Clerk authentication
Headers
Unique key to ensure idempotent request handling. If a request with the same key was already processed, the original response will be returned.
Path Parameters
The household ID
Body
Trust name
"Smith Family Trust"
Tax ID
"12-3456789"
Notes
"Review every five years"
Trust type
revocable, irrevocable Tax classification
grantor, non_grantor Date the trust was executed
State of domicile or governing law
Purpose of the trust
Funding status
funded, unfunded Distribution terms or provisions
Most recent amendment or restatement date
Response
trust created
The trust ID
"abc123xyz"
The book ID
"book123xyz"
The household ID
"household123xyz"
Trust name
"Smith Family Trust"
When the trust was created
When the trust was last updated
Tax ID
"12-3456789"
Notes
Trust type
revocable, irrevocable Tax classification
grantor, non_grantor Date the trust was executed
State of domicile or governing law
Purpose of the trust
Funding status
funded, unfunded Distribution terms or provisions
Most recent amendment or restatement date