I want to raise this request again. From a perspective of trust and brokerage wealth management, it is important to "household" or place all related accounts under one family (e.g. individuals, their trusts and businesses). It important from a total AUM perspective, as well as, relationship perspective.

Please move this item upon the priority list. this is a very important issue!

Work around in having the trust show up in the accounts section - When entering the ownership of the account, list the grantor first and list the trust as the joint account holder - account will now show up when viewing the family accounts

I would be happy with either option -- allow the trust to be linked in family or memberships
the fact that you cannot relate a trust with a contact is very troubling - reason why the trust is in separate record is because its tax id is different than the social security of the contact but we need to figure out a way to link them - I personally think memberships is the way to go rather than family so you don't mess with the family name / HOH etc.

Please can we see some movement on this. It is very disadvantageous to not be allowed to add trusts into trustees' Portfolio balances.

PLEASE FOR THE LOVE OF GOD MAKE THIS A PRIORITY!!!

I have a few clients that have 4 trust accounts (Bypass, Survivors, Family, GST) and several Family Limited Partnerships. 8 different contact types in Redtail to track all the different TaxIDs. AND I CANT GROUP THE ACCOUNTS! OH MY PLEASE PLEASE FIX THIS.

I agree - Managers want to see consolidated AUM and we had to remove Trust designation to work around this.

If would make things much easier so that one could switch back and forth between trustees and the trust especially when the trust gets its own Tax-Id. Then, when it switches from revocable to irrevocable, it would be nice to be able to label it different.

Also, having the ability to keep the Trust information separate with all of its accounts from the individual's accounts would be great.

When you have a irrevocable trust as part of the family assets and you have linked that contact through "membership" being able to have the account balance and information pull through to the Portfolio Balance of the household members, and when in the lead house hold account having a link to that contact, like you do with family members

please do this. this would help with integration into moneyguide pro as well.

It would be terrific if Primary Contact fields could be part of Business, Association, Trusts and Unions that would allow bulk emails to be sent addressing a specific person instead of the Business, Assoc, Trust or Union name.

We would like to be able to add Trusts, PSP's, LLC's or other business accounts associated to the Family Head. Can you add this in?

We would like to be able to add Trusts, PSP's, LLC's or other business accounts associated to the Family Head. Can you add this in?

With the TAILWAG release, you can no longer add a Trust contact record to a family. Previously you could. This should be added back.

Not sure if my comment is a separate issue or if it will fall under this one. When I run a search for a contact and that contact is a business or an individual the search results will pull up all other contacts that are part of the memberships. When searching on a trust or a person with a trust, the search results do not include memberships. Theoretically I can see how this problem would be solved with adding the trust to a household so that is why I am not sure if this should be a separate issue.

I'd like to add on to allow a business to be added to a family as well. I have many clients who have trust accounts and business accounts, and I would like the ability to be able household the assets from those entities. That way when I run reports I have a true picture of the total dollars a family has invested with me are.

In Leapfrog you could add a Trust to a family as one of the dependents. You can no longer do this in TAILWAG. This allows you to see the trust's account value in the family portfolio value. Please add this ability back.

At this time we are not able to group/categorize a contact other than an individual. We manage several small business accounts and it would be nice to be able to group all the employees that work for that corporation. We also have several client's who have individual accounts as well as corporation accounts, business accounts, linked trust accounts, etc. etc. Currently, we are able to group all the individuals by using the Family Name field, but we are not able to group their business, trust, or corporation profiles because there is no such data field for profiles other than Individuals. The Redtail performance reports for these such clients are incomplete because we can not group their business accounts. We should be able to link/group all Contact Types with a corresponding Family or Group.

A trust option should be available in both the "Family" section and the "Membership" section. This is important for both "Family Portfolio" values and Laser App integration. If I was to have my own family trust that I am the trustee on, I feel this value should be in the "Family Portfolio." However, if my mother has a trust that I am just the trustee of, then that should be in the membership section. The difference between the two is who owns the money. In the first situation I do; however, the second one is my mothers and I am just related to the account as trustee.

This is definitely a flaw. We created a separate Trust contact and related the Trust to the original contact in two ways: 1.) through the membership feature 2.) creating the Trust under the contact "relationships" feature. This is still inadequate because it does not relay this info with the Laser App integration. Also, most "trust" assets should be householded under the original contact's asset profile