When you want to show an asset owned by Trust or business on the Asset-Map of an individual, use the Link to Members function found on the Add Legal Entity page when adding a Legal Entity.

NOTE: If more than one person is selected when linking trusts to members, you may see an asset listed twice on a household's Asset-Map Report. If two of the people that were "linked" to the trust are shown on the Asset-Map at the same time, the trust owned assets will appear identically on both sides of the Asset-Map Report.

If you do not wish to have the asset shown twice on the report, simply un-link one of the members from the trust.

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