Trust Management
Add trusts, manage unitholders, handle discretionary distributions, and update trust details.
Trust Management
-
Discretionary Trust Distributions
Details For trusts, a Distribution is a payment made to the Trust Beneficiaries or Unitholders. In CAS 3...
-
How to add a Trust
From the Main Toolbar, go to Trust. Click Add Trust+ Select Add New Trust CAS 360 will now display th...
-
How to add a Trust Contact
OverviewCAS 360 allows users to add partners and managers as contacts attached to the trust. This will let...
-
How to add relationships to a Trust
OverviewUsers are able to add multiple relationships to a Trust. This can be done from within the Trust. U...
-
How to Restore a deleted Trust
Restoring a Trust To restore a deactivated trust in CAS 360: From the Main Toolbar, go to Trust. ...
-
Public Officer - Trusts
Overview A public-officer relationship can now be added to Trust. Navigation From the Main Toolbar, g...