Statement of Wishes
Document prepared for a Statement of Wishes.
| Description | Code | Where is this information in CAS 360 |
|---|---|---|
| Trust Name | ${trustName} | Entered into the Trust Name field in the Trust screen. |
| Trust Formed Date | ${trustFormedDate} | Entered into the Trust formed date field in the Trust screen. |
| Special beneficiaries | ${spDetail} | Entered into the Special Beneficiaries field in the Trust Administration screen. |
| Specific Assets | ${saDetail} | Entered into the Specific Assets field in the Trust Administration screen. |
| Replacement Trustees | ${rtDetail} | Entered into the Replacement Trustees field in the Trust Administration screen. |
| General Guidance | ${ggDetail} | Entered into the General Guidance field in the Trust Administration screen. |
| Winding Up | ${wuDetail} | Entered into the Winding Up field in the Trust Administration screen. |
| Other Details | ${otherDetail} | Entered into the Other Details field in the Trust Administration screen. |
| Trust Settlor Resolution Rate | ${trustSettlorsResolutionDate} | The date the document is prepared. |
| Trust Settlor Name | ${trustSettlorsOnePerLine} | Entered into the Trust Settlors field in the Trust Relationships screen. |