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Trusts track legal trust records and connect each trust to one household. You can browse trusts across a book or open the Trusts section on a household’s Records tab.

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Browse trusts

Click Accounts → Trusts in the sidebar. The list supports search, filters, saved views, and All books when you have access to more than one book. Add columns for standard trust details or trust custom fields. Custom field values are edited from the trust detail page, not inline in the list.

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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. The Custom fields section shows the first four populated or available fields. Click Show more to view the rest.

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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. You can also create a trust from Accounts → Trusts.

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FAQ

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