How_do_I_change_a_trust_

How do I change a trust?

You would make changes to a trust to correct, update, or manage trust funds associated with a court case, such as cash bonds or held deposits. Changes may include adjusting amounts, applying funds to fines and fees, issuing refunds, transferring balances, or updating trust information after court action. Courts use this process to maintain accurate financial records, ensure proper handling of trust funds, and support reconciliation and auditing requirements.

 

Changing a trust

1. Open Connect Court Management > Cases > Setup Trusts.

2. Use the Lookup bar to enter a case number. Press Enter.

3. Use the grid on  the Trusts tab to select a reference number. The trust properties will display on the subtabs.

4. Click the menu button, it is located next to the reference number. Then, select Modify Trust.

 

 

5. Use the subtabs to edit the trust properties.

 

 

 

 

 

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