Trusts

Retrieve a trust by ID

get/v1/households/{household_id}/trusts/{id}

Request

  • Base URL
    https://api.slant.app
  • URL
    https://api.slant.app/v1/households/{household_id}/trusts/{id}
  • Auth
    HTTP bearer

Path parameters

idstring required

The trust ID

Response

successful

custom_fieldsobject

Trust custom field values keyed by field_key

idstring required

The trust ID

book_idstring required

The book ID

household_idstring required

The household ID

namestring required

Trust name

tax_idstring nullable

Tax ID

additional_infostring nullable

Notes

trust_type'revocable' | 'irrevocable' nullable

Trust type

tax_classification'grantor' | 'non_grantor' nullable

Tax classification

execution_datestring date nullable

Date the trust was executed

governing_lawstring nullable

State of domicile or governing law

trust_purposestring nullable

Purpose of the trust

funding_status'funded' | 'unfunded' nullable

Funding status

distribution_termsstring nullable

Distribution terms or provisions

amendment_or_restatement_datestring date nullable

Most recent amendment or restatement date

created_atstring date-time required

When the trust was created

updated_atstring date-time required

When the trust was last updated

Example response

{
  "id": "abc123xyz",
  "book_id": "book123xyz",
  "household_id": "household123xyz",
  "name": "Smith Family Trust",
  "tax_id": "12-3456789"
}

Changes

    • info

      added the media type application/json for the response with the status

    • info

      added the non-success response with the status

    • info

      added the optional property to the response with the status

    • info

      added the optional property to the response with the status

    • info

      added the optional property to the response with the status

    • info

      added the optional property to the response with the status

    • info

      added the optional property to the response with the status

    • info

      added the optional property to the response with the status

    • info

      added the optional property to the response with the status

    • info

      added the optional property to the response with the status

    • info

      added the optional property to the response with the status

    • info

      removed the invalid_json enum value from the response property for the response status

    • info

      response property detail list-of-types was narrowed by removing types array from media type application/json of response 400