Distribution Manager
Manage trust distributions to beneficiaries
3
Pending Approval
24
Completed This Year
$127,500
YTD Distributions
4
Active Beneficiaries
Recent Distributions
| Distribution | Beneficiary | Amount | Date | Status | |
|---|---|---|---|---|---|
|
Q4 Income Distribution
Williams Family Trust
|
Marcus Williams | $12,500 | Jan 15, 2025 | Pending | |
|
Education Expense
Williams Family Trust
|
Sarah Williams | $8,750 | Jan 12, 2025 | Approved | |
|
Home Down Payment
Legacy Holdings Trust
|
James Williams | $50,000 | Jan 10, 2025 | Completed | |
|
Monthly Income
Williams Living Trust
|
Margaret Williams | $5,000 | Feb 1, 2025 | Scheduled | |
|
Medical Expense
Williams Family Trust
|
Robert Williams | $3,200 | Jan 5, 2025 | Completed | |
|
Q3 Income Distribution
Williams Family Trust
|
Marcus Williams | $12,500 | Oct 15, 2024 | Completed |
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Beneficiary Summary
MW
Marcus Williams
YTD Distributions
$37,500
SW
Sarah Williams
YTD Distributions
$23,750
JW
James Williams
YTD Distributions
$50,000
RW
Robert Williams
YTD Distributions
$16,250