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.


    • Related Articles

    • Fast Track Coaching Program Outline

      24-WEEK FAST TRACK COACHING PROGRAM INCLUDES (FS): Foreclosure Secrets [$1000 VALUE] “Done For You” Trained Virtual Assistant [$25000 VALUE] “Done For You” Lead List with 1000 Leads [$5000 VALUE] “Done For You” Auto Dialer Setup [$2000 VALUE] “Done ...

    • Can Multiple Trusts Have The Same Grantor?

      Yes. A single person can serve as the grantor for an infinite amount of trusts.

    • What Is A Numident Record

      A numident record is a computer-generated extract of a Social Security Number (SSN) application and any subsequent requests for a replacement SSN Card. Numident records are part of the Social Security Administration's (SSA) Numerical Identification ...

    • Does The IRS Request Bank Records from Bank for Tax Filing

      The IRS doesn't request bank records until they are building a lawsuit against a tax dodger. Once the IRS agent sees the lawful money checks, they issue a refund minus any prior obligations owed.

    • Are There Suggested Software(s) To Use for XYZ

      Even when one of our programs makes mention of software (e.g. Quickbooks, Intuit, Paycom, etc.) for various purposes (e.g. bookkeeping, tax filings, payroll, etc.), staff is not trained in the usage of these softwares. Staff merely understands that, ...