The Trusts section on the Records tab shows trust records associated with this household. Each trust displays its name, additional information, and tax ID if available.Documentation Index
Fetch the complete documentation index at: https://docs.slant.app/llms.txt
Use this file to discover all available pages before exploring further.
View trusts
Each trust card shows:- Trust name
- Additional information — any notes or details about the trust
- Tax ID — if one has been entered
Add a trust
Click Add trust at the bottom of the section. The trust creation form opens with the household pre-filled.FAQ
Can a household have multiple trusts?
Can a household have multiple trusts?
Yes. A household can have as many trust records as needed.
Can I link a trust to multiple households?
Can I link a trust to multiple households?
No. Trusts are linked to a single household. To track a trust’s relationship to another household, use related records.