How do I set up trusts and bonds?
You would set up trusts and bonds to manage funds held by the court for cases involving cash bonds, bail deposits, or other trust-related financial obligations. This setup allows the court to track how trust funds are received, applied, refunded, forfeited, or released throughout the case process. Courts use trusts and bonds to maintain accurate financial records, support case management, ensure proper handling of held funds, and meet auditing and reconciliation requirements.
Webinar: Set Up a Trust and Bond
Adding a trust
1. Open Connect Court Management > Cases > Setup Trusts.
2. Use the Lookup bar to enter a case number. Press Enter.
3. Fill in the options on the form. Use the sections in this help topic to fill in each field. The fields are listed in alphabetical order.
4. Click the Save button.
The trust is saved.
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