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| Further Benefits |
TrustWarehouse™ is a cost efficient, user friendly, web based, multiple trust management, administration and trust resolution program with a secure online storage facility for all your trust, personal, business and financial information that saves you time, money and effort.
You will also receive the following further benefits: |
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Trust resolution templates that will easily generate trust resolutions for you. |
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General trust resolution generator. |
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Organised online storage facility of your trust, personal, financial and business related documents. |
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Automatically store your resolutions for record keeping (with date stamps) when questioned by the authorities (like the tax authorities or the court) with regards to the management of your trusts. |
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Web based program. Thus no need for installation discs and upgrades every year. |
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Continuous upgrades of trust resolution templates as knowledge base increases. |
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Accessed anywhere in the world 24/7. |
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Secure & encrypted data transfer (SSL). |
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Unlimited storage facility and store documents in any format (pdf, xls, doc, pps, etc). |
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Set email reminders for trustees meetings. |
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Easy and User friendly. No training required. |
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Reduce your independent trustee fees. |
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Quick and easy search function for all your documents. |
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Documents are categorized per year to increase search functionality. |
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Easy payment options in 3 different currencies. |
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Includes options for international trusts. |
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Record your asset register and significant assets. |
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Access to trust resolutions that would have cost you plenty of money to be drafted by professionals. |
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Program developed by a trust expert and programmed by programming specialists. |
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Information is backed up regularly. |
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Immediate access to your founders, trustees and beneficiary information. |
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Immediate access to bank account information, trust documents and so forth when you require this information immediately for example in the bank. Anywhere there is internet access you could provide the person immediately with your bank account information, trust documents and so forth. |
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Have all your trust, personal, financial and business documents together in one place. |
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TrustWarehouse provides a list of required documents in order to see what is still outstanding. |
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Add notes to documents |
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In case of death, the estate handling process is shortened as everything required can be found in one place. |
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Multiple trust manager, storing information per trust profile. |
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| Safe Document Storage |
| Below are examples of additional documents that can be stored on the system: |
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Trust documentation stored per entity:
Trust deed, letter of authority, financial statements, minutes and resolutions, agreements, trustee information and tax returns.
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Business documentation stored per entity:
Financial statements, management reports, valuations, sureties, liabilities, agreements. |
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Personal and FICA documents for the whole family:
ID, proof of residence, proof of income, marriage certificate and ante-nuptial agreement. |
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Personal finances including:
Assets and liabilities statements; income statements; individual investment documents such as share certificates, investment statements, property details; and liability information such as bond statements and loan agreements. |
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Financial planning documents including:
Financial goals and priorities, wills and last testaments, estate duty calculations, liquidity calculations, insurance policies, pension and annuity documents.
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Private content:
Any personal documentation. |
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