Official trust form library
This page documents the federal form-reference library used across Larry Trustee AI trust offerings. Last reviewed on March 14, 2026.
Publisher: Larry Trustee AI Editorial Team | hello@larrytrustee.ai
Live API: /api/trust-form-library
Primary federal form set
- IRS Form SS-4 and Instructions
- IRS Form 56 and Instructions
- IRS Form 1041, Instructions, and Schedule K-1 (1041)
- IRS Form 709 and Instructions
- IRS Form 5227 and Instructions
- IRS Form 3520, Instructions, Form 3520-A, and Instructions
- IRS Form 1041-QFT, IRS Form 8855, IRS Form 706-GS(D), IRS Form 4970, and IRS Form 2553
- IRS Publication 559 for estate, executor, and testamentary-trust administration context
- FDIC Trust Accounts Guide (PDF) and FDIC trust-account guidance page for POD/ITF account coverage context (institution-specific POD/ITF forms are issued by each bank).
Trust mapping policy
- Every trust type offered in the product is mapped to at least one official reference form or guide PDF.
- Many trust types share baseline administration forms (SS-4, Form 56, Form 1041, and Schedule K-1).
- Specialized trust categories include additional forms (for example Form 5227, Form 709, or foreign-trust forms).
- Mappings are informational and may be condition-based by trust tax status, funding method, and jurisdiction.
How to inspect form links by trust
- On the home page, open Official Forms and select a trust type.
- Use /api/trust-form-library for all trusts in one payload.
- Use query filtering, for example: /api/trust-form-library?trustId=revocable-living-trust
Important limitation
Larry Trustee AI provides informational form guidance only. Federal form references do not replace legal advice, state execution rules, or licensed tax and legal review.