Users are able to add multiple relationships to a Trust. This can be done from within the Trust. Users will first need to navigate to the Relationships tab.
Multiple users can be added by clicking on the Add Relationship + button at the top left hand side of the Relationships screen. Multiple users will be listed sequentially within this screen once they are added.
- Alternate Appointer
- Business Name
- Investment Advisor
over your cursor over the information icon . Users will be able to instantly see the Relationship's details.
To edit any of these details, select
Toggle ON Print and select Prepare Forms
CAS 360 will display the Document Production screen where the following documents can be prepared:
- Cover Letter
- Trustee Minutes or Resolution
- Register of Trust Events
- Register of Trust Relationships
Register of Trust Relationships
Check out the Register of Trust Relationships which can also be prepared from the Relationships tab.
On the far right hand side of the Relationships tab, select . Choose to print either the Current or Historical Register.