This is a video tutorial showing how to manage and maintain the registers for an entity in WealthWorks+. This includes adding a trustee, settlor, beneficiary, company director or secretary, signatory and bank, as well as trust meeting and company meeting records.
The video shows how to:
- Add the first contact to a register
- Add additional contacts to a register
- Edit a contact on the register
- Delete a contact from the register
- View additional options
- View a contact's full details
The video uses the Bankers registers as an example. Although contact data may be different for each register the processes for managing and maintaining the information are the same.
The Full List of Registers Include:
- Trustees
- Trust Meetings
- Settlors
- Life Tenants
- Directors
- Secretaries
- Directors Meetings
- Company Meetings
- Members and Share Ledger
- Unit Holders
- Partners
- Partnership Meetings
- Foundation Meetings
- Council Members
- Founders
- Guardians
- Qualified Persons
- Beneficiaries
- Signatories
- Bankers
- Powers of Attorney
- Protectors
- Beneficial Owners
- Advisors and Officers
- Nominees
- Sealings and Executions
- Licenses
- Mortgages and Charges