Trust Mapping
Beneficiaries, trustees, appointors and settlors — mapped from the deed and feeding straight into UBO and KYC.
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Trust Mapping
Beneficiaries, trustees, appointors and settlors — mapped from the deed and feeding straight into UBO and KYC.
Join BetaThe deed, parsed
Upload the trust deed and EntityFlo extracts the trustees, appointors, settlors, beneficiaries and guardians — with the relevant clause cited.
Beneficiary classes handled properly
Discretionary classes, default beneficiaries, takers in default — each captured with the right treatment for UBO and KYC.
Trustee changes captured as Actions
When the trustee changes, the Trust Mapping updates automatically — and the deed of appointment/retirement is generated as an Action.
Explore related features
See how Ownership 360 connects across the platform.
Frequently asked questions
Does this support SMSFs?
Yes — SMSFs, family trusts, unit trusts and bare trusts are all supported.
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