Frequently Asked Questions

Frequently Asked Questions (FAQs)

Find answers to the most common questions about TrusteeFriend, from account management and billing to trust administration and mobile access, all in one comprehensive FAQ guide.

Frequently Asked Questions (FAQs)

Welcome to TrusteeFriend's FAQ section. Here, we've compiled answers to the most common questions our users ask about our platform. Whether you're new to trust management or an experienced trustee, this guide will help you navigate our services more effectively.

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Account Management

  • How do I create a TrusteeFriend account?
    Visit our homepage and click "Sign Up." Follow the prompts to enter your information and create your account.
  • Can I have multiple trusts under one account?
    Yes, you can manage multiple trusts from a single TrusteeFriend account.
  • How do I reset my password?
    Click "Forgot Password" on the login page and follow the instructions sent to your email.

Billing and Subscriptions

  • What payment methods do you accept?
    We accept major credit cards, PayPal, and bank transfers for most regions.
  • How often am I billed?
    Billing frequency depends on your chosen plan - monthly or annually.
  • Can I change my subscription plan?
    Yes, you can upgrade or downgrade your plan in the "Subscription" section of your account settings.

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Data Security

  • How does TrusteeFriend protect my data?
    We use industry-standard encryption and secure servers to protect your information.
  • Can other users see my trust information?
    No, each account is private and secure. Only authorized users can access your trust data.
  • What happens to my data if I cancel my subscription?
    You have 30 days to download your data before it's permanently deleted from our servers.

Document Management

  • What types of documents can I upload?
    You can upload PDFs, Word documents, Excel spreadsheets, and image files.
  • Is there a limit to how many documents I can store?
    Document storage limits vary by subscription plan. Check your plan details for specific limits.
  • How do I share documents with beneficiaries or co-trustees?
    Use the "Share" feature in the document viewer to grant access to specific individuals.

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Trust Administration

  • Can TrusteeFriend help me create a trust?
    While we provide tools for managing existing trusts, we recommend consulting with a legal professional for trust creation.
  • How do I add beneficiaries to my trust in TrusteeFriend?
    Navigate to the "Beneficiaries" section of your trust dashboard and click "Add Beneficiary."
  • Can I generate reports for trust activities?
    Yes, you can generate various reports including financial summaries and distribution logs from your trust dashboard.

User Support

  • How do I contact TrusteeFriend support?
    Use the "Contact Us" form in your account, or email support@trusteefriend.com.
  • Is there a user guide available?
    Yes, we offer a comprehensive user guide accessible from the "Help" section of your account.
  • Do you offer training for new users?
    We provide free webinars and video tutorials for all users. Check the "Training" section for schedules.

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Mobile Access

  • Is there a TrusteeFriend mobile app?
    Yes, we offer mobile apps for both iOS and Android devices.
  • Can I perform all functions on the mobile app?
    Most features are available on mobile, but some advanced functions may require desktop access.

Compliance and Reporting

  • Does TrusteeFriend help with tax reporting?
    While we provide tools to generate financial reports, we recommend consulting with a tax professional for specific tax advice.
  • How does TrusteeFriend stay updated with trust laws?
    Our legal team regularly reviews and updates our platform to align with current trust laws and regulations.

Customization

  • Can I customize the dashboard for each trust?
    Yes, you can customize the layout and widgets displayed on each trust's dashboard.
  • Is it possible to create custom fields for trust information?
    Advanced plans allow for the creation of custom fields to track specific trust details.

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Integration and Compatibility

  • Can TrusteeFriend integrate with my accounting software?
    We offer integration with popular accounting software. Check our "Integrations" page for a full list.
  • What browsers are compatible with TrusteeFriend?
    TrusteeFriend is compatible with the latest versions of Chrome, Firefox, Safari, and Edge.

Data Import/Export

  • Can I import data from other trust management software?
    Yes, we support data import from several popular trust management platforms. Contact support for assistance.
  • How do I export my trust data?
    Use the "Export Data" function in your account settings to download your trust information.

We hope these FAQs have addressed your most pressing questions about using TrusteeFriend. Our platform is designed to simplify trust management, providing you with the tools and resources needed to effectively administer trusts. Remember, while we strive to offer comprehensive support, complex legal or financial matters may require professional advice. If you have additional questions or need further assistance, don't hesitate to reach out to our support team. We're here to ensure your experience with TrusteeFriend is as smooth and productive as possible.

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Frequently Asked Questions (FAQs)