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ESTATE, TRUST AND ENTITYWhat it is
The trust deed, explained.
Creates a trust and sets out its trustees, beneficiaries and rules. Family offices and advisors keep every amendment, since successor trustees and distributions depend on the current terms.
Key fields
What Intelligent Document Processing extracts
Trust nameSettlorTrustees and successorsBeneficiariesDate and amendmentsGoverning law
How IDP works With FutureVault
How FutureVault handles the trust deed.
Kept in the family vaultCollect the Trust deed securely and file it to the right family member or entity.
Shared with trusted advisorsPatented Trusted Advisor permissioning gives lawyers, accountants and family exactly the access they need.
Flagged when out of dateVault Insights AI surfaces missing or outdated estate documents across a household.
FAQ
Trust deed questions, answered.
When is the trust deed due?
When the trust is created, and when amended.
Can FutureVault extract data from the trust deed?
Yes. Intelligent Document Processing reads the trust deed and captures fields such as trust name, settlor, trustees and successors, with a confidence score on every field and human review for anything uncertain.
How does FutureVault handle the trust deed?
Collect the trust deed securely and file it to the right family member or entity. Patented Trusted Advisor permissioning gives lawyers, accountants and family exactly the access they need.