Katie Riordan (Customer) asked a question.
Client paid a flat fee. We completed some work and unfortunately the client passed away in the process. We refunded the spouse the remaining trust fund amount by check from the trust account. How do I show this in LEAP?
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I reached out to LEAP with a similar question, and this was the response: In LEAP, trust fund refunds are handled through the Trust Funds > Trust Accounts tab by creating a Trust Payment. This allows you to record funds leaving the trust account without involving your operating account or creating a transfer.
Thank you Katherine! I appreciate your guidance.