SLslant
Trusts

Create a trust

Changed on

Create a new trust for a household

post/v1/households/{household_id}/trusts

Request

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

Headers

Idempotency-Keystring

Unique key to ensure idempotent request handling. If a request with the same key was already processed, the original response will be returned.

Request body

namestring required

Trust name

tax_idstring

Tax ID

custom_fieldsobject

Custom field values keyed by Trust field_key. Null, blank strings, and empty arrays clear individual values.

additional_infostring

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

Example request

{
  "name": "Smith Family Trust",
  "tax_id": "12-3456789",
  "additional_info": "Review every five years"
}

Response

trust created

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

  • 173c41bf6be9Revision changes
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      removed the invalid_json enum value from the response property for the response status

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