Find out everything you need to know about the tools provided in Trustee Suite to help you prepare for and conduct 341(a) meetings with ease.
341(a) Calendar
Learn how to use the 341(a) Calendar keep track of the time and date of your meetings, and how to customize and print this report.
341(a) Filing
Learn how to use the 341(a) Filing feature to upload your meeting results from Trustee Suite to your court.
341(a) Flex Fields
This article describes the 341(a) Flex Fields features in Trustee Suite.
341(a) Import and Export
Learn how to import and export 341(a) meeting data in Trustee Suite.
341(a) Prep Report
Learn how to use 341(a) Prep Reports succinctly conduct your 341(a) meetings by easily obtaining key data in one concise document in Trustee Suite.
341(a) Worksheet
Learn how to manage your 341(a) meetings with the 341(a) Worksheet in Trustee Suite.
Clear Lite
This article describes the Clear Lite features.
Do’s and Don’ts
This article describes the Do's and Don'ts features.
Document List
Learn how to use the Document List in Trustee Suite.
e-File Documents from Document Management
Learn how to electronically file your documents from Document Management to your court in Trustee Suite.
Export to Main
This article describes the Export to Main features.
Import to Creditor Mailing Matrix
Learn how to import information to the Creditor Mailing Matrix (CMM) in Trustee Suite.
Import to Main
This article describes the Import to Main features.
List of 341(a) Prep Merge Codes
Learn the merge code fields for schedule information to use when editing the 341(a) Prep Report or creating your own in Trustee Suite.
Lite Export
This article describes the Lite Export features.
Lite Import
This article describes the Lite Import features.