Nested Entity View
The report can be accessed in Report Library once generated.
| Connor HouseholdWeight: 100% |
Add Household Member
Add Trust
Add Partnership
| John DoeWeight: 60% |
Add Household Member
Add Trust
Add Partnership
| Brian ConnorWeight: 5% |
Add Household Member
Add Trust
Add Partnership
| Jennifer ConnorWeight: 20% |
Add Household Member
Add Trust
Add Partnership
| Rachel TrustWeight: 3% |
Add Household Member
Add Trust
Add Partnership
| Rachel ConnorWeight: 3% |
Add Household Member
Add Trust
Add Partnership
| Rachel TrustWeight: 3% |
Add Household Member
Add Trust
Add Partnership
| Saturn LLPWeight: 4% |
Add Household Member
Add Trust
Add Partnership
| Adrian Jennifer TrustWeight: 2% |
Add Household Member
Add Trust
Add Partnership
Operating Entity View
John Doe
Weight: 60%
Weight: 60%
Adrian Jennifer Trust
Weight: 2%
Weight: 2%
Saturn LLP
Weight: 4%
Weight: 4%
Jennifer Connor
Weight: 20%
Weight: 20%
Rachel Trust
Weight: 3%
Weight: 3%
Brian Connor
Weight: 5%
Weight: 5%
Rachel Connor
Weight: 3%
Weight: 3%
Setup Trust
| Trust Legal Name * | Trust Parent Entity * | Tax Filling Status * | |||
| Trust Setup Date * | Is this US domestic Trust? |
|
Address | ||
| City | State | Zip |
| Entity Name | Parent Entity | % Allocation | |
|---|---|---|---|
| John Doe | Connor Household |   |
|
| |
|||
| Jennifer Connor | Connor Household | |
|
| Adrian Jennifer Trust | Connor Household | |
|
| Brian Connor | Connor Household | |
|
| Rachel Connor | Jennifer Connor | |
|
| 100% |
Setup Trust
| Trust Legal Name * | Trust Parent Entity * | Tax Filling Status * | |||
| Trust Setup Date * | Is this US domestic Trust? |
|
Address | ||
| City | State | Zip |
| Entity Name | Parent Entity | % Allocation | |
|---|---|---|---|
| John Doe | Connor Household | |
|
| |
|||
| Jennifer Connor | Connor Household | |
|
| Adrian Jennifer Trust | Connor Household | |
|
| Brian Connor | Connor Household | |
|
| Rachel Connor | Jennifer Connor | |
|
| 100% |
Setup Partnership
| Partnership Name * | |||
| Parent Entity * | Tax Filling Status * | ||
| Partnership Setup Date * |
| Entity Name | Parent Entity | % Allocation | |
|---|---|---|---|
| John Doe | Connor Household | |
|
| |
|||
| Jennifer Connor | Connor Household | |
|
| Adrian Jennifer Trust | Connor Household | |
|
| Brian Connor | Connor Household | |
|
| Rachel Connor | Jennifer Connor | |
|
| 100% |