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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.

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View trusts

Each trust card shows:
  • Trust name
  • Additional information — any notes or details about the trust
  • Tax ID — if one has been entered
Click a trust card to open the full trust detail page where you can view and edit all trust information.

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Add a trust

Click Add trust at the bottom of the section. The trust creation form opens with the household pre-filled.

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FAQ

Yes. A household can have as many trust records as needed.