How Does One Keep Track of Multiple Trusts And Their Records

How Does One Keep Track of Multiple Trusts And Their Records

We suggest just use Google Drive (free) to organize all of one's files. Keep a folder named "XYZ Trust" and another for "ABC Trust" - ad infinitum. Then use a Google Spreadsheet, which works just like a Microsoft Excel, to keep track of finances. Keep all scans of lawful money checks inside each folder for proof, in case of an audit.


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