Wolters Kluwer CCH Entities Trust Manager
CCH Entities is everything you need to manage your trust administration effectively and competently, saving time and reducing cost.
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.
- 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.
- Trust Summary Report - provides everything you need to discuss with clients at annual review meetings
- 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. You can also add your own documents - pre-existing completed precedents and documents can also be attached to the relevant trust.
- 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.
- Gifting Accounts - Gifting accounts can be set up for each person who has made advances to a trust.
- Efficient - Integrates with practice management software to remove data duplication and provide one source of truth.