API Console

Swagger | Microservice

Executive Summary

This Service Domain support a range of trust management services offered to high value customers

Examples of Use

A trust fund is set up on behalf of a parent for their offspring. The parent sets aside cash/assets for the trust. The trust handles the cash/assets until the offspring reaches a certain age.

Role Definition

Provide trust services for high value customers, including asset maintenance, court administration, tax and expense handling, asset management and estate, inheritance and income tax processing

Related Business Scenarios

Core Business Object

Key Features

  • Maintain and manage trust assets
  • Handle court and legal matters for the trust
  • Administer trust related taxation and fees
  • Prepare estate, inheritance and income tax returns