The Record Keeping Guide is designed to help trustees, trust creators, and beneficiaries maintain organized records relating to trust administration. Accurate recordkeeping plays an important role in the effective management of trust assets, distributions, financial activities, and administrative decisions. This guide provides a structured framework for identifying the types of records that should be maintained and organized throughout the life of a trust.

Whether administering a trust on a day-to-day basis or preparing records for future review, maintaining complete and organized documentation can help support transparency, accountability, and efficient trust administration. The guide serves as a practical reference for tracking important trust information, preserving administrative records, and creating a more organized system for managing trust-related documents and activities over time.