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 added during this process. Please see our article Add Associated Parties - A Person


Editing a beneficiary to set their entitlement date

To set an Entitlement date for a beneficiary, Select the Trust then click on Associated Parties.

In this example, Marcus Curtis is listed as a beneficiary and is eligible for distributions from the trust on his 18th birthday.

Select the beneficiary by placing left clicking in the dialogue box to the right of their name, then click on the cogs and select edit.

Select Roles, In relation to the trust, is where you set the Entitlement Date
Beneficiary Type can also be changed while setting Entitlement Date.

Notes to advise they are eligible for distributions can also be made.

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

You can easily view the changes by highlighting the beneficiary in the main relationships page, as pictured below.