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Deleting a Relationship with an advisor or company

This document will show how to remove or delete a relationship with an advisor or company.  

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

Remove Access

To remove access to either an advisor or company. 

NOTE: This action will leave the person in the associated parties tab, however they will no longer have access to the trust. 

Left click on the individual or Company you want to remove access from the trust.

 Select remove access

The following dialogue box will pop up to confirm you want to disable the relationship.

Click OK

You will be returned to the main relationships page, left click on the person again. The person now has 'no access', but there details remain on the trust record.

 

Delete Relationship

Left click on the individual or Company you want to remove access from the trust.

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

 Select delete

The following dialogue box will pop up to confirm you want to delete the relationship.

Click OK

Once you clicked OK the relationship with the advisor or company has been deleted and no longer appear in the 'Associated Parties' tab. 

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