Adding a beneficiary

If the beneficiary is not already recorded in the trusts Parties tab you will first need to add the beneficiary. The entitlement / sui juris  date can be set during this process. Please see our article Adding Associated Parties to a Trust.

Editing a beneficiary to set their entitlement date

1. Enter the trust workspace Parties tab.

2. Place a tick on a beneficiary profile, click the "..." in the slide-out summary and select Edit.

3. Select the Roles tab of the edit form to set the Entitlement Date.

4. Once the changes have been made, click Update and Close.

Further notes on the beneficiaries entitlements can be added in the Notes & Comments section.