How to get an EIN number for an estate (step-by-step)

Filing estate taxes online can be challenging. Here’s a guide on obtaining an EIN to get you started.

The content on this page has been reviewed by qualified CFP's, TEP's, Tax accountants & Practicing and past lawyers to ensure it is factually accurate, meets current industry standards and helps readers achieve a better understanding of probate, estate planning, and estate taxes for your loved one.

How to get estate EIN

  1. What is an EIN?
  2. How to get a tax id number for an estate

After losing a loved one, the last thing on your mind is filing the estate’s income tax return. It’s difficult when life continues–even after a life-altering event. But, in the spirit of helping you and your family be prepared for anything in the new year, we’ve put together a quick guide on the first step: getting an Employee Identification Number (EIN).

First, a bit of context.

What is an EIN? Brett Surbey

Brett is a Corporate Paralegal and Published Writer. He’s written for accounting and law firms, tech companies, and academic journals. He empathetically guides executors, administrators, and personal representatives throughout the entire estate settlement process.

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