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Ceasing trustees

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The following method is used to cease a trustee from a trust. The same method is used for both Unit Trusts and Discretionary Trusts.

To cease a trustee
  1. Click Corporations on the Task Bar. The Corporations selection list opens. If the list is long, find the trust by searching or sorting.
  2. Select the trust and press [Enter], or double-click the trust. The trust opens at the Details tab.
  3. Click the Officers tab to display its contents.
  4. Select the trustee you want to cease from the table.
  5. Either click Cease trustee on the Task Bar, or right-click the trustee and select Cease trustee… from the list. The Cease Trustee screen opens.

  6. Add the Ceased Date by overtyping, or by selecting from the drop-down calendar.

  7. Click OK.

If the date entered is after today, the trustee will not be ceased until that date arrives.

The trustee is removed from this trust’s Officers tab, but not from the database. (See Deleting trustees if you want to completely remove a trustee).

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