Trust Management

Add trusts, manage unitholders, handle discretionary distributions, and update trust details.

In This Category

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 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...

  • Trust Administration

    OverviewThe trust administration screen allows for the recording of all additional non-financial transacti...

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