CCH Trust Manager

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.

A register of each person associated with a trust and their roles and responsibilities.

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.

For expert practical guidance, use one of our 50+ procedural workflows, covering all the key events in a trust’s life cycle.

Record all the trust assets, liabilities and loans between parties.

Pre-existing completed precedents and documents can also be attached to the relevant trust.

Gifting accounts can be set up for each person who has made advances to a trust.