The Trust tab of RightCapital's Estate Analysis module allows you to see the annual cash flow breakdown for each trust entered into the financial plan. This includes existing trusts entered into the Net Worth section of the Profile, as well as proposed trusts entered via the Estate analysis.
You can access this tab within the Estate > Analysis module of each and every client plan. Do note that the trust tab will not appear if there are no trusts within the plan:
You can use this tab to discuss annual trust balances, returns, taxes, fees, and distributions. In plans with multiple trusts, you can use the dropdown menu in the upper right to choose which trust you'd like to view:
You can also click the blue Download button in the upper right corner to export these cash flow tables as .csv files. These can then be opened in Microsoft Excel, Apple Numbers, or any other spreadsheet software.
