Trust Amendments
Availability
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Overview
Use the Trust Amendments module to record changes to a trust.
Actions
Follow the instructions below to perform tasks such as creating and editing Trust Amendment records.
To… |
Then… |
Create a Trust Amendment record |
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Edit Trust Amendment information |
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Suppress a Trust Amendment record |
Click Suppress on the Trust Amendment sub-panel Actions dropdown. |
Field Descriptions
Fields that have an asterisk (*) are required; you must enter data in the field to save the record.
Name |
Describe the trust amendment. |
Assigned to |
By default, the record is assigned to the creator of the Trust record. To change the assignment, click the user on the Users Popup List View (displays upon clicking the Selection arrow) or the list of users matching the character(s) you enter. |
File* |
Click Choose File and navigate to and select your trust file. |
Teams * |
By default, your private team is assigned as the primary team. To change the primary team assignment, click the team on the Teams Popup List View (displays upon clicking the Selection arrow) or the list of teams matching the character(s) you enter. To assign additional teams to the Trust, click add (+) and click the team as described above. For more information on assigning teams, see Assigning Users and Teams to Records. |
Executed Date |
On the Date Selector click the date the trust amendment was executed. |
Category |
Click a category. |
Sub Category |
Click a sub category. |
Description |
Enter additional details about the trust amendment. |
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