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Wealth Tracx™ Training Sign-Up
Wealth Tracx™ is a comprehensive trust administration solution featuring customizable tools, resources, and a robust library of documents specifically geared for a streamlined, efficient trust administration process for post-death administration. In the first portion of this live training, users will review and learn about the Overview, Trust Summary, Parties, Important Dates, and Tasks sections found in Wealth Tracx. In the second portion, users will learn how to enter asset and liability information, how to use the Wealth Tracx Ledger for account assets, and discuss tips for the most effective automated generation of 140+ documents and reports. Users will also have an opportunity to ask questions at the conclusion of the training.

Sep 23, 2020 03:00 PM in Eastern Time (US and Canada)

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