This section discusses how to add a trust from the Trusts Grid by using the right click menu, for details about adding a trust through the entity wizard, please refer to the Using The Entity Wizard section.
To add a trust from the Trusts Grid simply right click on any existing trust, go to trust details and select Add Trust as below.
This will display the Trust Information screen where the user can enter the information for the new Trust, this screen is shown below.
To create a trust using this method, the trust must already exist as a contact, the user can then press the button next to the Trust Name box to display a list of contacts that are not currently trusts, the user can select the contact to create as a trust. The user can then fill in all the trust Details on page 1 and page 2 (as shown below).
Once the user has entered all the Trust Details they can press the update button to create the Trust.
Note: When creating a trust using this method, the user will need to setup Advisors, Associates, Banks, Beneficiaries and Trustees separately as required, details of these items can be found in their separate sections in this help file.