How to open and/or download a trust profile on Trust Register

For more information, please refer to the instructions below:

The Trust Profile contains all the current information about a Trust. This information can be exported in a PDF file. 

Navigate to the main Menu and select 'Trust' under the Trust Register heading.

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When you click on ‘Trusts’, it will then list all the Trusts under your account that are on the Trust Register.

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Click on a Trust name and a quick Trust preview will open.

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Select 'See Full Profile' to open the Trust Profile or click on the PDF icon to download the Trust profile. 

The Trust profile contains all current information of the Trust. 

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Tips: On Unit Trust Quick Preview, there is a ‘hot button’ - Change of Trustee - that redirects you to create a 'Change of Trustee' document specifically for that Trust. This provides a shortcut instead of going via the documents in the Trust Register or the main document platform.

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In relation to a Discretionary Trust, the ‘hot buttons’ include not only a Change of Trustee but also Trust Distribution minutes.

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