Scheduling Open
24x7
Location
335 T C Jester Blvd
Houston, TX 77007

How to Get an EIN for a Texas Probate Estate

How to Get an EIN for a Texas Probate Estate

The Employer Identification Number or EIN is issued by the IRS. It is used to get a bank account for the estate, file the estate’s tax forms, etc.

The process for obtaining an EIN is relatively straightforward.

1. The IRS Form SS-4

To get an EIN, you just have to complete the IRS Form SS-4. This can usually be completed and submitted online.

Here is the link: https://www.irs.gov/businesses/small-businesses-self-employed/apply-for-an-employer-identification-number-ein-online

If you cannot complete it online, you can print the form and mail it in. The form and instructions can be found here: https://www.irs.gov/forms-pubs/about-form-ss-4

2. Steps for Completing the SS-4 Online

a. Click “apply online now

b. Click “begin application

c. Select “estate” and click “continue

d. Fill in the decedent’s information and click “continue

e. Fill in the executor’s information and click “continue

f. Fill in the mailing address for the estate and click “continue.” This is usually the executor’s address.

g. Fill in the estate information.

  • Note: the date the estate is created is the date of death for the decedent. Most taxpayers will put December as the closing month, but some executors may prefer to use the month of the date of death. This dictates when the estate income tax return (Form 1041) is due. By selecting the date of death as the closing month, the executor may be able to file just one income tax return rather than two.

h. Check “no” for not having employees, and click “continue

i. Click “receive letter online” and click “continue

j. The PDF letter should pop up on your screen.

Be sure to save this PDF as it is very difficult to get another copy of this. Save the PDF and send us a copy for your file.

Why Choose Us?

Local Expertise: With a focus on probate and assisting clients in Houston, we understand local peculiarities and leverage our established network to expedite the probate process.

Vast Experience: Our attorneys bring years of dedicated experience in navigating Harris County’s probate system.

Client-Centered Approach: We recognize the emotional stress often associated with probate administration. Our objective is to alleviate this stress by providing you with top-notch legal support.

Contact us today to arrange a FREE consultation and make the probate process simpler for you.

Our Houston Probate Attorneys provide a full range of probate services to our clients, including helping with probate administrations. Affordable rates, fixed fees, and payment plans are available. We provide step-by-step instructions, guidance, checklists, and more for completing the probate process. We have years of combined experience we can use to support and guide you with probate and estate matters.

FREE CONSULTATION

Disclaimer:  The content of this website is for informational purposes only and should not be construed as legal advice and should not be acted upon without consulting a qualified probate attorney.

FREE CONSULTATION

  • Can a Guardian of a Minor Extend Control Beyond the Ward’s 18th Birthday?

    Can a Guardian of a Minor Extend Control Beyond the Ward’s 18th Birthday?

    When a minor turns 18, Texas law typically requires the prompt termination of guardianship and the transfer of assets to the new adult. Yet some guardians find ways to maintain control over assets months or even years after the ward reaches adulthood. Through procedural maneuvers like motions for new trial and appeals, guardians can extend…


  • When Heirs Want to Partition but Executors Want to Sell

    When Heirs Want to Partition but Executors Want to Sell

    A father dies and leaves his real estate to his two daugthers. One daughter wants to divide up and keep the property and the other daughter wants to sell the entire property. To make it more complicated, the daughter who wants to sell the property is the independent administrator under the father’s will. Is the…


  • Guardian Ad Litem Fees in Texas Guardianship Proceedings

    Guardian Ad Litem Fees in Texas Guardianship Proceedings

    When the court appoints a guardian ad litem in a guardianship proceeding to protect the interests of a proposed ward, questions inevitably arise about how these representatives are compensated and what services fall within their scope of duty. What happens when there’s a dispute over the fees a guardian ad litem has charged? What standards…