--- title: For company/trust onboarding where the trust deed isn't yet in easyAML, what should the user do? description: Upload the deed to the trust KYB and easyAML's trust reader then extracts the parties for review. --- [Skip to content](https://knowledge.easyaml.com/onboarding-without-trust-deed#main-content) English - Australia Show submenu for translations Open main navigation Close main navigation - English - Australia Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [easyAML Help Centre](https://knowledge.easyaml.com/?hsLang=en-au) 2. [FAQs](https://knowledge.easyaml.com/faqs?hsLang=en-au) 3. [Customer Due Diligence (CDD)](https://knowledge.easyaml.com/faqs?hsLang=en-au#customer-due-diligence-cdd) # For company/trust onboarding where the trust deed isn't yet in easyAML, what should the user do? ## Upload the deed to the trust KYB and easyAML's trust reader then extracts the parties for review. **Upload the deed to extract the required parties automatically.** The trust KYB pauses on the deed because trusts aren't on any external register - the deed is the authoritative source, and there's no way to automate the data extraction with full reliability until the deed has been read by easyAML trust reader. **The current workflow:** 1. **Upload the trust deed** - PDF, scanned document, or the original signed copy as a file. Stored in the platform alongside the KYB transaction with the 7-year audit retention. 2. **Run the trust reader to extract the parties** identified in the deed: \- **Trustee(s)** - the legal owner of trust assets. Can be a person or a corporate trustee (which is then KYB'd as a separate layer). \- **Appointor/principal/guardian** - the person with the power to hire and fire the trustee. Usually the most controlling role. \- **Beneficiary classes and named beneficiaries** - "the children of John Smith" is a class; named adults with substantial entitlement are individuals you may need to KYC. \- **Settlor** - where named and where reasonably identifiable. If the settlor has no control over trust, document and note further KYC isn't needed. 3. **KYC links go out** to the natural-person controllers identified. 4. **Each unwrapped trust layer is a separate KYB** at the standard fee. **esayAML trust-deed reader.** The platform provides an AI-assisted extraction of trustees, appointor and beneficiaries from the uploaded deed text. The reader pre-fills the manual fields and the user reviews / confirms. **For nuance on which beneficiaries to identify**, see "When a discretionary trust is involved, who needs to be KYC'd?" and the related questions in Section 3. AUSTRAC's [Trust and corporate services designated services](https://www.austrac.gov.au/new-austrac/designated-services-newly-regulated-entities/trust-corporate-services) page is the underlying framework. ### Related articles - [What does the KYB unit price include?](https://knowledge.easyaml.com/what-does-the-kyb-unit-price-include?hsLang=en-au) - [Does AUSTRAC require settlors to be identified and KYC as part of a trust CDD?](https://knowledge.easyaml.com/settlor-kyc-requirements?hsLang=en-au) - [When the customer is a trust, do beneficiaries need to be identified and verified? How does this differ by trust type?](https://knowledge.easyaml.com/trust-beneficiaries-verification?hsLang=en-au) - [A KYB failed to identify known UBOs. What's the workaround?](https://knowledge.easyaml.com/kyb-missed-ubos-workaround?hsLang=en-au) - [What does the "maximum depth" setting function on KYB?](https://knowledge.easyaml.com/what-does-the-maximum-depth-setting-do-on-kyb?hsLang=en-au) - [easyAML Set-up Checklist](https://knowledge.easyaml.com/easyaml-set-up-checklist?hsLang=en-au) - [Training Videos](https://knowledge.easyaml.com/training-videos?hsLang=en-au#main-content) - [Register for Upcoming Webinars](https://knowledge.easyaml.com/training-videos?hsLang=en-au#register-for-upcoming-webinars) - [Previously Recorded Webinars](https://knowledge.easyaml.com/training-videos?hsLang=en-au#previously-recorded-webinars) - [FAQs](https://knowledge.easyaml.com/faqs?hsLang=en-au#main-content) - [General](https://knowledge.easyaml.com/faqs?hsLang=en-au#general) - [AML/CTF basics](https://knowledge.easyaml.com/faqs?hsLang=en-au#aml-ctf-basics) - [Getting started](https://knowledge.easyaml.com/faqs?hsLang=en-au#getting-started) - [Compliance Program](https://knowledge.easyaml.com/faqs?hsLang=en-au#compliance-program) - [Customer Due Diligence (CDD)](https://knowledge.easyaml.com/faqs?hsLang=en-au#customer-due-diligence-cdd) - [Training](https://knowledge.easyaml.com/faqs?hsLang=en-au#training) - [Reporting](https://knowledge.easyaml.com/faqs?hsLang=en-au#reporting) - [Sector Coverage](https://knowledge.easyaml.com/faqs?hsLang=en-au#sector-coverage) - [Pricing & Plans](https://knowledge.easyaml.com/faqs?hsLang=en-au#pricing-plans) - [Sales & Onboarding](https://knowledge.easyaml.com/faqs?hsLang=en-au#sales-onboarding) - [Trusts & Complex Structures](https://knowledge.easyaml.com/faqs?hsLang=en-au#trusts-complex-structures) - [Reliance & KYC Sharing](https://knowledge.easyaml.com/faqs?hsLang=en-au#reliance-kyc-sharing) - [ACMA SMS Sender ID Register](https://knowledge.easyaml.com/faqs?hsLang=en-au#acma-sms-sender-id-register) - [Quick Answers](https://knowledge.easyaml.com/faqs?hsLang=en-au#quick-answers) - [How-to Guides](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#main-content) - [Tasks](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#tasks) - [Transactions](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#transactions) - [Entities](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#entities) - [Insights](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#insights) - [Training](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#training) - [Compliance](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#compliance) - [Reports](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#reports) - [Account Settings](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#account-settings) - [Billing & Plans](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#billing-plans) - [KYC Information](https://knowledge.easyaml.com/kyc-information?hsLang=en-au#main-content) - [Client Resources](https://knowledge.easyaml.com/kyc-information?hsLang=en-au#client-resources) - [Person being verified](https://knowledge.easyaml.com/kyc-information?hsLang=en-au#person-being-verified) - [Glossary](https://knowledge.easyaml.com/glossary?hsLang=en-au) - [Integrations](https://knowledge.easyaml.com/integrations?hsLang=en-au#main-content) - [General](https://knowledge.easyaml.com/integrations?hsLang=en-au#general) - [Action Step](https://knowledge.easyaml.com/integrations?hsLang=en-au#action-step) - [Clio](https://knowledge.easyaml.com/integrations?hsLang=en-au#clio) - [XPM](https://knowledge.easyaml.com/integrations?hsLang=en-au#xpm) - [Scantek](https://knowledge.easyaml.com/integrations?hsLang=en-au#scantek) - [News Feed](https://knowledge.easyaml.com/news-feed?hsLang=en-au#main-content) - [Latest Release Notes](https://knowledge.easyaml.com/news-feed?hsLang=en-au#latest-release-notes) - [Support](https://knowledge.easyaml.com/support?hsLang=en-au) [![easyAML-Logo\_Magenta](https://knowledge.easyaml.com/hs-fs/hubfs/easyAML-Logo_Magenta.png?width=200&height=47&name=easyAML-Logo_Magenta.png "easyAML-Logo_Magenta")](https://easyaml.com/) Copyright © 2026, easyAML