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PATCH
Update a trust

Authorizations

Authorization
string
header
required

OAuth 2.0 Bearer Token from Clerk authentication

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

id
string
required

The trust ID

household_id
string
required

The household ID

Body

application/json
name
string

Trust name

Example:

"Updated Family Trust"

tax_id
string | null

Tax ID

Example:

"98-7654321"

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

Response

trust updated

id
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

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