Setting an Entitlement date

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 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. Select edit to the right of the beneficiary appearing in the list.

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 additional information section.