---
title: Roles within a Trust
description: Roles available within a Trust
---

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1. [Help Center](https://support.connectworks.com/?hsLang=en)
2. [Trust Management](https://support.connectworks.com/trust-management?hsLang=en)
3. [ASSOCIATED PARTIES (TRUSTS)](https://support.connectworks.com/trust-management?hsLang=en#associated-parties-trusts)

# Roles within a Trust

## Roles available within a Trust

The following roles are available for assignment within a trust.

### Trustee association

- Date of appointment
- Is Independent

### Appointor

- Date of appointment
- Appointor (Trustee)
- Appointor (Beneficiary)

### Beneficiary association

- Date of appointment
- Beneficiary type
  
    - Discretionary
    - Primary
    - Secondary
    - Final
    - Final and Discretionary
    - Life/Limited Interest
    - Remainder
    - Other
- Entitlement date
- Associated beneficiary classes
- Disclosure
  
    - Decision pending
    - Not required
    - Required
    - Disclosure complete
- Date of disclosure
- Disclosure notes

### Contingent Appointments

- Is a Contingent Appointment
  
    - Contingent Appointment Notes

### Other associations

- Is a protector for the Trust
  
    - Protector
    - Protector 1st
    - Protector 2nd
    - Protector 3rd
    - Protector 4th
    - 1st Substitute Protector
    - 2nd Substitute Protector
    - 3rd Substitute Protector
    - 4th Substitute Protector
- Is a settlor for the Trust
  
    - Original
    - Deemed
- Is the Chair of the trust
- Is the Trust Treasurer
- Is the Trust Secretary

### Advisory Roles

- Legal advisor (or lawyer)
- Accounting advisor (or accountant)
- Financial Advisor
- Advisor to the Trustees
- Other advisor

### General roles

- Power of Attorney
- Point of contact 
- Point of contact (Secondary)

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