TrustDetails
objectName of the trust
Example:Sunshine Family Trust
Type of trust
Allowed values:TESTAMENTARYTRUSTINTERVIVOSTRUSTINDIVIDUALTRUSTCORPORATETRUSTGRANTORTRUST
Example:INDIVIDUALTRUST
Original date when the trust was established
Example:2015-08-15
Date of last amendment to the trust
Example:2021-04-10
Abbreviated names for states
Allowed values:ALAKAZARASAAAEAPCACOCTDCDEFLGAGUHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTMPNENVNHNJNMNYNCNDOHOKORPAPRRISCSDTNTXUTUMVTVAVIWAWVWIWY
Example:CA
TrustDetailsPatch
objectName of the trust
Example:Sunshine Family Trust
Type of trust
Allowed values:TESTAMENTARYTRUSTINTERVIVOSTRUSTINDIVIDUALTRUSTCORPORATETRUSTGRANTORTRUST
Example:INDIVIDUALTRUST
Original date when the trust was established
Example:2015-08-15
Date of last amendment to the trust
Example:2021-04-10
Abbreviated names for states
Allowed values:ALAKAZARASAAAEAPCACOCTDCDEFLGAGUHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTMPNENVNHNJNMNYNCNDOHOKORPAPRRISCSDTNTXUTUMVTVAVIWAWVWIWY
Example:CA
TrustDetailsResponse
objectName of the trust
Example:Sunshine Family Trust
Type of trust
Allowed values:TESTAMENTARYTRUSTINTERVIVOSTRUSTINDIVIDUALTRUSTCORPORATETRUSTGRANTORTRUST
Example:INDIVIDUALTRUST
Original date when the trust was established
Example:2015-08-15
Date of last amendment to the trust
Example:2021-04-10
Abbreviated names for states
Allowed values:ALAKAZARASAAAEAPCACOCTDCDEFLGAGUHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTMPNENVNHNJNMNYNCNDOHOKORPAPRRISCSDTNTXUTUMVTVAVIWAWVWIWY
Example:CA
OrganizationDetails
objectLegal name of the organization
Example:Northwest Financial Group LLC
Doing Business As (DBA) name of the organization
Example:NWF Group
Short or abbreviated name of the organization
Example:NWF
Unique code identifying the organization
Example:ORG-00123
Legal entity type of the organization
Allowed values:SOLEPROPRIETORSHIPGENERALPARTNERSHIPLIMITEDPARTNERSHIPCCORPORATIONSCORPORATIONLIMITEDLIABILITYCOMPANYCHARITABLEORGANIZATIONESTATETRUSTCORPORATIONUNKNOWN
Example:LIMITEDLIABILITYCOMPANY
OrganizationDetailsPatch
objectLegal name of the organization
Example:Northwest Financial Group LLC
Doing Business As (DBA) name of the organization
Example:NWF Group
Short or abbreviated name of the organization
Example:NWF
Unique code identifying the organization
Example:ORG-00123
Legal entity type of the organization
Allowed values:SOLEPROPRIETORSHIPGENERALPARTNERSHIPLIMITEDPARTNERSHIPCCORPORATIONSCORPORATIONLIMITEDLIABILITYCOMPANYCHARITABLEORGANIZATIONESTATETRUSTCORPORATIONUNKNOWN
Example:LIMITEDLIABILITYCOMPANY