Tiffany Veschetti (Customer) asked a question.
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Hi Tiffany,
Thank you for submitting your inquiry to the LEAP Community Discussions page.
To print a trust statement, please navigate to the Trust Funds tab of the matter, select the Trust Account in the dropdown menu and then click the Print icon in the top left corner of the matter. This trust statement will be addressed to the debtor for accounting on the matter and list all people listed as clients on the matter. To change who the trust statement is addressed to, you will need to set another client on the matter as the Debtor for Accounting.
Thanks,
Shane