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How to Make a Final Payment to a Deceased Consultant: W-9s, 1099s, and Estate Vendors
October 15, 2026
Q. We have a consultant that recently passed away. His final payment is due this week. His attorney advised the consultant's trust is managed by his daughter, but his bank account remains open. I am hesitating to issue a payment to this account without requesting documentation. I requested the following from his daughter, as the attorney for the trust referred me to her: A completed W-9 for the estate, trust, or beneficiary receiving payment, documentation confirming fiduciary authority and…
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