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Recording a Historic Resolution

Once you have logged into Trustworks, select the Trust, Click Minute Book

On the Right, click Create new, select Resolution.

Resolution

This example will show the trust acting as a Guarantee and Mortgage for one of the beneficiaries of the trust. 

Title for the resolution - Enter the title for the Resolution

Background - What is the background related to the Resolution

What is being resolved - The expected outcome of the Resolution

 

How to publish the resolution

Select the date, the resolution was agreed. Also you can add additional notes as required

Click Create

Because the Resolution is for historic reference no email is sent to the trustees

Once uploaded into Trustworks, click on Minute Book, select Resolution on the left to view.

Resolution with document attached

This example will show the purchase of a rental property, including a document for uploading. 

Title for the resolution - Enter the title for the Resolution

 

Background - What is the background related to the Resolution

What is being resolved - The expected outcome of the Resolution

Supporting Files - upload any relevant files to support the Resolution

 How to publish the resolution

Select the date, the resolution was agreed. Also you can add additional notes as required

Click Create

Because the Resolution is for historic reference no email is sent to the trustees

Once uploaded into Trustworks, click on Minute Book, select Resolution on the left to view.

 

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