How_do_I_delete_a_trust_

How do I delete a trust?

You would delete a trust from a case to remove a trust record that was incorrectly attached to the wrong case or added in error. This helps ensure trust funds, balances, and financial activity are associated with the correct case and do not affect reporting or reconciliation inaccurately. Courts use this process to maintain accurate case records, proper financial tracking, and reliable audit documentation.

 

Deleting 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, click Delete Trust.

 

 

The trust is deleted.

 

 

 

 

 

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