In this article we'll give you step by step guidance on how to add a trust and the relevant trustee and beneficiary details into the People & beneficiaries section of your case.
- Click on the relevant case you wish to add the trust details to
- Click on People & beneficiaries on the left hand menu
- Click the blue Add button and then Add Trust
- From here you can enter all the necessary details of the trust including beneficiaries
- Providing you have added a person into the people & beneficiaries section, and selected their relationship at 'beneficiary' or 'trustee' you will be able to select them from the drop down menu or you can click on 'Create new beneficiary' or 'Create new trustee' and enter in details manually.
💵 On the distribution form you will now be able to select the trust to distribute assets and cash to
👀 If there's a beneficiary or trustee details you haven't yet added as a person, not to worry, when you click on 'Create new beneficiary' or 'Create new trustee' it will automatically create an entry back in the people section and then all you need to do is add in any extra details if required.
👍There are two questions under the beneficiary and trustee details which allow flexibility on how you would like the information entered displayed on the export of estate accounts - these are 'Show beneficiaries on the Estate Accounts export?' and 'Show trustees on the Estate Accounts export?'
🙋Remember to add in any entitlement details if this trust is going to be part of any final or pecuniary distributions in estate accounts.
👷 Our team are regularly making improvements and adding new features. Some things may have changed since this guide was written as functionality gets even more fabulous. If you need further assistance, please contact the Customer Success team who are always happy to help
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