Please clarify - you mention both "Simple Trust" and "Estate" - please confirm that you are not working the the State 1041 ut ii nstead attempting to work with what is probably a resulting Irrevocable Trust (Complex) that is the result of the decedent's death and the assets previously in a Revocalbe Trust
If this posted response is useful to you, please click on the upraised hand in the lower left of this post. Thank you. Scruffy Curmudgeon--PFFM/ IAFF, retired FireFighter/Paramedic - Locals 718/30, Veteran USAR O3 AIS/ASA '65-'67
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