BobKamman
Level 15

@sjrcpa 

But there's probably no estate and no personal representative -- the whole idea of a living trust is to avoid probate.  (Sometimes it works, and sometimes the trust company ends up making more money.)

Most large trust companies have their own in-house tax preparers these days.  Some still farm out the work to the lawyer who wrote the trust, who may farm the returns out to a practitioner who either works for the lawyer or worked for the deceased.  

It's OK to ask the trust officer if the problem has been encountered before, and how it was solved.