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Trust Title - Florida

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Mokena94

Junior Member
In the Declaration of Trust for my late Father (Insurance Trust) it states that upon his death all interests in Florida real estate shall be allocated to a separate trust, the Marital Trust (for benefit of step-Mom). Since there was nothing other than a condominium, I was advised to not change anything and an actual "marital trust" was not created. Now that the condo is being sold, the funds will be invested in a brokerage account and I need to get Tax ID number. My question is what the title of the account should be. From what I can gather it could be either of two possibilities, or maybe more that I haven't thought of.


1) ABC Insurance Trust Dated xx/xx/xx Marital Trust, XYZ as Trustee (Based on original trust date)

2) ABC Marital Trust Dated xx/xx/xx, XYZ as Trustee (Based on date of his death, which seemingly kicks in the marital trust)
 



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