Trusts is one of two main areas of enSecretary, the second being Companies. Trusts is the central management area for all trusts in the system.
Adding/Creating a Managed Trust
Selecting Managed Trust from the entity type will display
The entity name field will contain the name of the managed trust. Complete other relevant information as required using the standard entity wizard process and ensuring mandatory section are completed. With such details completed, click save will display the additional enVisual360 menus sections on the left.
A Trust Administered entity contains the following sections:
| ► | Entity Details - More details about these sections can be found in General Entity Details. |
| ► | Trust Administration - More details about these sections can be found in Trust Administration |
| ► | Compliance - More details about these sections can be found in Compliance. |
| ► | Financial - More details about these sections can be found in Financial. |