Guide to Using TrustBooks to Meet MN Trust Requirements

When:  Feb 11, 2019 from 9:00 AM to 10:00 AM (CT)
Tom Boyle, Co-Founder of TrustBooks, will provide an overview of the trust requirements per MRPC 1.15. Tom will demonstrate the features in TrustBooks that are designed to meet the requirements of MRPC 1.15 and Appendix 1 of MRPC 1.15(h). Finally, Tom will perform in-depth examples of using TrustBooks software to meet the three-way trust reconciliation requirement.