The TrustArchive Blog
Practical guidance on fiduciary accounting, record-keeping, and trust administration for trustees who take their duties seriously.
Principal vs. Income in Trust Accounting: What Every Trustee Needs to Know
The single most important accounting concept in trust administration is one that most general accounting software ignores entirely. Here is what the distinction actually means and why it matters.
How to Record a Trust Distribution as a Journal Entry
A distribution to a beneficiary is not simply a payment. It requires the right accounts, the right category, and the right documentation to hold up under scrutiny. Step-by-step walkthrough.
What Documents Should a Trustee Keep on File
Trustees are frequently asked this question and rarely get a complete answer. Here is the full list — organized by category — and guidance on how long each type should be retained.
Why Your Trust Data Should Not Live in a Cloud Application
Most software marketed to trustees stores your data on someone else's servers. This piece examines the practical and fiduciary risks — and what the alternative looks like.
The Trustee's Annual Accounting: What to Include and When to File
An annual accounting is one of the most important fiduciary duties a trustee has. Most trustees are unclear on what it must contain. This is the complete breakdown.
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