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Deleting a Relationship with a beneficiary or trustee

This document will show how to remove either a beneficiary or trustee from the trust record.

NOTE: This action will deleted the person from the trust completely!

If you are wanting to leave the person on the trust as a record

Once you have logged into Trustworks, select the Trust and click on Associated Parties. 

Left click on the individual you want to delete from the trust.

Associated Parties

Beneficiary & Trustee Association

The first thing to check is their is no beneficiary and / or trustee history associated to the individual being deleted. In this example Sally is a beneficiary and a trustee of the trust.

  

To edit the individual to remove the associations, left click and select edit

Roles and Associations

Scroll down to Roles and Associations, to remove the individuals beneficiary and/or trustee associations

Place a tick in "Remove as Beneficiary", and place tick in "Or, I made a mistake, remove from history"

Place a tick in "Remove as Trustee", and place tick in "Or, I made a mistake, remove from history"

Click Save  

You will be returned to the main relationships page, left click on the person again.

The beneficiary & trustee history has now been removed. Left Click and delete is now available.

Click on delete to remove the individual from the trust, the following pop up will appear. Click OK

 

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