Open Family Trusts when that section is shown. Financial Insights may also show Family Trust controls under Planning Inputs.
Review the plan
Open the client's Evaluation.
Open Family Trusts when shown and review the visible trust fields.
Open the applicable Financial Insights scenario and confirm the Current Scenario.
Under Planning Inputs, review any visible Family Trust controls.
Trace the applicable trust lines in Details.
Available fields and controls depend on what Planworth shows for the client. Do not infer a missing loan, distribution, beneficiary, income, or account treatment.