Fully customisable to suit your practice and client needs, it has been created in collaboration with users and leading trust specialists to enhance the service you provide to your clients, and to improve the overall profitability of your practice. 

Trust management is a vital part of many law firm operations. Without well-managed trusts, you risk losing clients and revenue.

CCH Entities Trust Manager is an online software tool that streamlines your trust administration workflows, minimises risk associated with trust management and compliance, and provides you with everything you need to effectively manage your trust.

Wolters Kluwer has been providing content and software for trusts for over 20 years. In that time, we've developed a deep understanding of the challenges faced by law firms and professionals who manage trusts. We know what works (and what doesn't), so we built the CCH Entities Trust Manager with those insights in mind.

AL NZL Service Provider Awards 2023
Wolters Kluwer wins Service Provider Award
2023 Australasian Lawyer Service Award in the Legal Services category

Key features & benefits

NEW!  Now with integration with Actionstep practice management software.
Success
Significantly minimises risk associated with trusts management and compliance.
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Every document and record related to your trust in one place.
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Content is maintained by a leading NZ trust specialist practitioners and legislative changes and case precedents are monitored constantly, to ensure timely and considered amendments to deeds and documents.
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Improves productivity which saving time and money.
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Developed in close collaboration with users.
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History – CCH has been providing trust management software and content for more than 20 years.

Core Components

Expert content
Trust Manager comes complete with a comprehensive collection of practical trust documents, templates and other resources developed by leading trust specialists, and if your firm already has a collection of precedents and documents that you would like to continue using, they can be easily set up in Trust Manager to merge with your trust data.
People Register
A register of each person associated with a trust and their roles and responsibilities.
Documents
Trust Manager has a comprehensive collection of over 130 practical trust documents, templates, precedents and workflows. Legislative changes and case precedents are monitored to ensure timely and well-considered amendments to deeds and documents.
Procedural Workflows
For expert practical guidance, use one of our 50+ procedural workflows, covering all the key events in a trust’s life cycle.
Assets
Record all the trust assets, liabilities and loans between parties.
Add completed documents
Pre-existing completed precedents and documents can also be attached to the relevant trust.
Gifting Accounts
Gifting accounts can be set up for each person who has made advances to a trust.
The Great New Zealand Trust Crackdown
The biggest overhaul of New Zealand’s trust legislation in 70 years, culminating in the Trusts Act 2019, has placed an increased focus on trustee compliance and provided clear guidelines on beneficiaries’ rights.
Download Whitepaper
Register for a Demonstration Webinar
Trust Manager Module
18 April 2024
Register Now
Trust Manager Demonstration
16 July 2024
Register Now
For more information, contact the Account Manager for your region.

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