Things to prepare before setting up a trust
To speed up the process of setting up an individual trust in Connectworks it’s a good idea to compile key information in one place. Refer to the original trust deed (and any variations to the deed) to gather the information.
If you have a large number of trusts we suggest using our bulk import service. See more here: Bulk Importing Client Data
The excel template below covers the key information you'll require during set up of an individual trust and is available to download and complete for each trust. Just click the link below to download a copy.
Missing details can still be added directly into the trust once it has been loaded in Connectworks, but having this information prepared prior will speed up the set up process dramatically.
Download Trust Information Template