How to change the name of a Discretionary Trust?

The ability to change the name of a Discretionary Trust is available with the ‘Change of Name’ form. This document is available along the top of the main Trust Profile screen (Menu > Trust Register > Trust Profile). When you select on this button, you will be redirected to the webform about this document.




The above webform will be automatically pre-filled with the data that has previously been imported or entered in the Trust Profile. If the Trust ready reckoner is at 100% for the Trust in the main Trust Profile screen, then all the information required for this form will be pre-populated except for the ‘New Name of Trust’ and ‘Change of Name’ clause.

Once the ‘Change of Name’ documents have been signed by the client, you will need to either change the status on the collaboration page (‘Paper signing’ option) or the Trust Profile (Mark as Signed’ options).


 Once the status has been changed to ‘signed’, the changes will be applied to the Trust Profile of the Trust.




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