Create a trust

POST

households

{household_id}

trusts

Create a trust

curl --request POST \
  --url https://api.slant.app/v1/households/{household_id}/trusts \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "name": "Smith Family Trust",
  "tax_id": "12-3456789",
  "custom_fields": {},
  "additional_info": "Review every five years",
  "execution_date": "2023-12-25",
  "governing_law": "<string>",
  "trust_purpose": "<string>",
  "distribution_terms": "<string>",
  "amendment_or_restatement_date": "2023-12-25"
}
'

import requests

url = "https://api.slant.app/v1/households/{household_id}/trusts"

payload = {
    "name": "Smith Family Trust",
    "tax_id": "12-3456789",
    "custom_fields": {},
    "additional_info": "Review every five years",
    "execution_date": "2023-12-25",
    "governing_law": "<string>",
    "trust_purpose": "<string>",
    "distribution_terms": "<string>",
    "amendment_or_restatement_date": "2023-12-25"
}
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    name: 'Smith Family Trust',
    tax_id: '12-3456789',
    custom_fields: {},
    additional_info: 'Review every five years',
    execution_date: '2023-12-25',
    governing_law: '<string>',
    trust_purpose: '<string>',
    distribution_terms: '<string>',
    amendment_or_restatement_date: '2023-12-25'
  })
};

fetch('https://api.slant.app/v1/households/{household_id}/trusts', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://api.slant.app/v1/households/{household_id}/trusts",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'name' => 'Smith Family Trust',
    'tax_id' => '12-3456789',
    'custom_fields' => [
        
    ],
    'additional_info' => 'Review every five years',
    'execution_date' => '2023-12-25',
    'governing_law' => '<string>',
    'trust_purpose' => '<string>',
    'distribution_terms' => '<string>',
    'amendment_or_restatement_date' => '2023-12-25'
  ]),
  CURLOPT_HTTPHEADER => [
    "Authorization: Bearer <token>",
    "Content-Type: application/json"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://api.slant.app/v1/households/{household_id}/trusts"

	payload := strings.NewReader("{\n  \"name\": \"Smith Family Trust\",\n  \"tax_id\": \"12-3456789\",\n  \"custom_fields\": {},\n  \"additional_info\": \"Review every five years\",\n  \"execution_date\": \"2023-12-25\",\n  \"governing_law\": \"<string>\",\n  \"trust_purpose\": \"<string>\",\n  \"distribution_terms\": \"<string>\",\n  \"amendment_or_restatement_date\": \"2023-12-25\"\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("Authorization", "Bearer <token>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.post("https://api.slant.app/v1/households/{household_id}/trusts")
  .header("Authorization", "Bearer <token>")
  .header("Content-Type", "application/json")
  .body("{\n  \"name\": \"Smith Family Trust\",\n  \"tax_id\": \"12-3456789\",\n  \"custom_fields\": {},\n  \"additional_info\": \"Review every five years\",\n  \"execution_date\": \"2023-12-25\",\n  \"governing_law\": \"<string>\",\n  \"trust_purpose\": \"<string>\",\n  \"distribution_terms\": \"<string>\",\n  \"amendment_or_restatement_date\": \"2023-12-25\"\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://api.slant.app/v1/households/{household_id}/trusts")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"name\": \"Smith Family Trust\",\n  \"tax_id\": \"12-3456789\",\n  \"custom_fields\": {},\n  \"additional_info\": \"Review every five years\",\n  \"execution_date\": \"2023-12-25\",\n  \"governing_law\": \"<string>\",\n  \"trust_purpose\": \"<string>\",\n  \"distribution_terms\": \"<string>\",\n  \"amendment_or_restatement_date\": \"2023-12-25\"\n}"

response = http.request(request)
puts response.read_body

{
  "id": "abc123xyz",
  "book_id": "book123xyz",
  "household_id": "household123xyz",
  "name": "Smith Family Trust",
  "created_at": "2023-11-07T05:31:56Z",
  "updated_at": "2023-11-07T05:31:56Z",
  "custom_fields": {},
  "tax_id": "12-3456789",
  "additional_info": "<string>",
  "trust_type": "revocable",
  "tax_classification": "grantor",
  "execution_date": "2023-12-25",
  "governing_law": "<string>",
  "trust_purpose": "<string>",
  "funding_status": "funded",
  "distribution_terms": "<string>",
  "amendment_or_restatement_date": "2023-12-25"
}

Authorizations

Authorization

string

header

required

OAuth access token or Slant personal access token (slnt_pat_...). Read-only personal tokens allow GET requests only.

Headers

Idempotency-Key

string

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

household_id

string

required

The household ID

Body

application/json

name

string

required

Trust name

Example:

"Smith Family Trust"

tax_id

string

Tax ID

Example:

"12-3456789"

custom_fields

object

Custom field values keyed by Trust field_key. Null, blank strings, and empty arrays clear individual values.

additional_info

string

Notes

Example:

"Review every five years"

trust_type

enum<string> | null

Trust type

Available options:

revocable,

irrevocable

tax_classification

enum<string> | null

Tax classification

Available options:

grantor,

non_grantor

execution_date

string<date> | null

Date the trust was executed

governing_law

string | null

State of domicile or governing law

trust_purpose

string | null

Purpose of the trust

funding_status

enum<string> | null

Funding status

Available options:

funded,

unfunded

distribution_terms

string | null

Distribution terms or provisions

amendment_or_restatement_date

string<date> | null

Most recent amendment or restatement date

Response

trust created

string

required

The trust ID

Example:

"abc123xyz"

book_id

string

required

The book ID

Example:

"book123xyz"

household_id

string

required

The household ID

Example:

"household123xyz"

name

string

required

Trust name

Example:

"Smith Family Trust"

created_at

string<date-time>

required

When the trust was created

updated_at

string<date-time>

required

When the trust was last updated

custom_fields

object

Trust custom field values keyed by field_key

tax_id

string | null

Tax ID

Example:

"12-3456789"

additional_info

string | null

Notes

trust_type

enum<string> | null

Trust type

Available options:

revocable,

irrevocable

tax_classification

enum<string> | null

Tax classification

Available options:

grantor,

non_grantor

execution_date

string<date> | null

Date the trust was executed

governing_law

string | null

State of domicile or governing law

trust_purpose

string | null

Purpose of the trust

funding_status

enum<string> | null

Funding status

Available options:

funded,

unfunded

distribution_terms

string | null

Distribution terms or provisions

amendment_or_restatement_date

string<date> | null

Most recent amendment or restatement date

⌘I

Create a trust

curl --request POST \
  --url https://api.slant.app/v1/households/{household_id}/trusts \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "name": "Smith Family Trust",
  "tax_id": "12-3456789",
  "custom_fields": {},
  "additional_info": "Review every five years",
  "execution_date": "2023-12-25",
  "governing_law": "<string>",
  "trust_purpose": "<string>",
  "distribution_terms": "<string>",
  "amendment_or_restatement_date": "2023-12-25"
}
'

import requests

url = "https://api.slant.app/v1/households/{household_id}/trusts"

payload = {
    "name": "Smith Family Trust",
    "tax_id": "12-3456789",
    "custom_fields": {},
    "additional_info": "Review every five years",
    "execution_date": "2023-12-25",
    "governing_law": "<string>",
    "trust_purpose": "<string>",
    "distribution_terms": "<string>",
    "amendment_or_restatement_date": "2023-12-25"
}
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    name: 'Smith Family Trust',
    tax_id: '12-3456789',
    custom_fields: {},
    additional_info: 'Review every five years',
    execution_date: '2023-12-25',
    governing_law: '<string>',
    trust_purpose: '<string>',
    distribution_terms: '<string>',
    amendment_or_restatement_date: '2023-12-25'
  })
};

fetch('https://api.slant.app/v1/households/{household_id}/trusts', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://api.slant.app/v1/households/{household_id}/trusts",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'name' => 'Smith Family Trust',
    'tax_id' => '12-3456789',
    'custom_fields' => [
        
    ],
    'additional_info' => 'Review every five years',
    'execution_date' => '2023-12-25',
    'governing_law' => '<string>',
    'trust_purpose' => '<string>',
    'distribution_terms' => '<string>',
    'amendment_or_restatement_date' => '2023-12-25'
  ]),
  CURLOPT_HTTPHEADER => [
    "Authorization: Bearer <token>",
    "Content-Type: application/json"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://api.slant.app/v1/households/{household_id}/trusts"

	payload := strings.NewReader("{\n  \"name\": \"Smith Family Trust\",\n  \"tax_id\": \"12-3456789\",\n  \"custom_fields\": {},\n  \"additional_info\": \"Review every five years\",\n  \"execution_date\": \"2023-12-25\",\n  \"governing_law\": \"<string>\",\n  \"trust_purpose\": \"<string>\",\n  \"distribution_terms\": \"<string>\",\n  \"amendment_or_restatement_date\": \"2023-12-25\"\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("Authorization", "Bearer <token>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.post("https://api.slant.app/v1/households/{household_id}/trusts")
  .header("Authorization", "Bearer <token>")
  .header("Content-Type", "application/json")
  .body("{\n  \"name\": \"Smith Family Trust\",\n  \"tax_id\": \"12-3456789\",\n  \"custom_fields\": {},\n  \"additional_info\": \"Review every five years\",\n  \"execution_date\": \"2023-12-25\",\n  \"governing_law\": \"<string>\",\n  \"trust_purpose\": \"<string>\",\n  \"distribution_terms\": \"<string>\",\n  \"amendment_or_restatement_date\": \"2023-12-25\"\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://api.slant.app/v1/households/{household_id}/trusts")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"name\": \"Smith Family Trust\",\n  \"tax_id\": \"12-3456789\",\n  \"custom_fields\": {},\n  \"additional_info\": \"Review every five years\",\n  \"execution_date\": \"2023-12-25\",\n  \"governing_law\": \"<string>\",\n  \"trust_purpose\": \"<string>\",\n  \"distribution_terms\": \"<string>\",\n  \"amendment_or_restatement_date\": \"2023-12-25\"\n}"

response = http.request(request)
puts response.read_body

{
  "id": "abc123xyz",
  "book_id": "book123xyz",
  "household_id": "household123xyz",
  "name": "Smith Family Trust",
  "created_at": "2023-11-07T05:31:56Z",
  "updated_at": "2023-11-07T05:31:56Z",
  "custom_fields": {},
  "tax_id": "12-3456789",
  "additional_info": "<string>",
  "trust_type": "revocable",
  "tax_classification": "grantor",
  "execution_date": "2023-12-25",
  "governing_law": "<string>",
  "trust_purpose": "<string>",
  "funding_status": "funded",
  "distribution_terms": "<string>",
  "amendment_or_restatement_date": "2023-12-25"
}

Getting started

Endpoints

Webhooks

Authorizations

Headers

Path Parameters

Body

Response