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Entity Onboarding (Import Entitles from Salesforce (Trusts (Basic…

- - - - Grantor Trust (check)
      - GST Exempt (leave unchecked)
      - Established Date
      - Trust Situs
    - - Protector (if applicable)
      - Grantor Trust (check if applicable)
      - Irrevocable (check)
      - GST Exempt (check if applicable)
      - Crummy Letter (check if applicable)
      - Established Date
      - Trust Situs
    - - Trust Situs
      - Established Date
      - Annuity Payment Schedule
        
        Set Annuity Schedule
        
        Term (yrs)
        
        Inception Date
        
        Initial Contribution
      - GST Exempt (leave unchecked)
      - Irrevocable (check)
      - Grantor Trust (check)
    - - Grantor Trust (check if applicable)
      - Protector (if applicable)
      - Irrevocable (check)
      - GST Exempt (check if applicable)
      - Crummy Letter (check if applicable)
      - Established Date
      - Trust situs
    - - Grantor Trust (check)
      - Protector (if applicable)
      - Irrevocable (check)
      - GST Exempt (check)
      - Established Date
      - Trust situs
    - - Trustees & Successor Trusees
      - Current Beneficiaries & Sucessor Beneficiaries
      - Remainder Beneficiaries & Sucessors
      - Grantor
      - Established Date
      - Situs
      - SOURCE DOC NEEDED - Trust Agreement and All Amendments
    - - Trust Situs
      - Established Date
      - Annuity Payment Schedule
        
        Set Annuity Schedule
        
        Term (yrs)
        
        Inception Date
        
        7520 Hurdle Rate
        
        Initial Contribution
      - GST Exempt (leave unchecked)
      - Irrevocable (check)
      - Grantor Trust (check)