Audit Update
Description
New audit to verify that the “Trust Established Date” in the “Trust Name” matches the “Trust Established Date” Datapoint in the worksheet data provided. This is in effort to support the use of eNotes for InterVivos trusts. As part of the specification for those eNotes, we need to include both the trust name, that often includes the date the trust was established, as well as explicit trust established date that is conveyed to us.