Retiring a trustee or beneficiary & removing access to a trust profile

This article describes how to retire a trustee or beneficiary from a trust, as well as how to remove access for any associated parties who have been invited in to the trust's workspace.

Contents

1. Retiring a trustee

2. Removing access

 

Retiring a trustee 

1. Open the Trust and click on Parties. 
2. To the right of the name of the the trustee you will be retiring select edit.
3. Click on Roles tab of the edit form and place a tick on "Remove as Trustee" or "Remove as Beneficiary"
4. Select the Date of removal and click update. 
In this example, the date is 12 Feb 2019

Screen_Shot_2019-03-11_at_12_46_51_PM.png 

 

Removing Access

Next, if the associated party has been invited to access the trust profile but no longer requires/should have access to the trust:

1. Navigate to the Access Rights tab of the edit form.
2. Click on the drop-down menu and select No access.
3. Click Update and Close. Screen_Shot_2019-03-11_at_12_51_17_PM.png

NB. After retiring a trustee/beneficiary and removing access, the individual will be removed from the default list of associated parties, but will be retained as a historical association that can be reviewed using the "No Access" filter in the parties tab. The retired party's role/s & dates will now show in the slide out panel when selected.

 

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