Private trust record
The ledger proves the money. The minutes prove why.
New readers asked for a place to keep a private trust file: beneficiaries, the money story, the decisions, private equity, evidence, a public-law shelf, and a power of attorney log. It stays in this browser. It is not filed, not a law firm, and not advice. A worked example is already loaded. Delete it when the file is yours.
In
$51,240.00
Out
$6,000.00
Balance
$45,240.00
Beneficiaries
Distribution totals come from the ledger, not from a second number you type.
- Education beneficiary · BeneficiaryWorked example. Delete it when you start your own file.$6,000.00 distributed
Add a line
- 2025-01-06 · Contribution+$50,000.00
Initial contribution from the settlor
Trust — general · Bank statement, January · Trust instrument
- 2025-01-18 · Income+$1,240.00
Quarterly investment income
Trust — general · Brokerage statement · Account agreement
- 2025-02-02 · Distribution−$6,000.00
Education distribution
Education beneficiary · Tuition invoice · Minute of 1 February 2025