Which of the following cannot be performed in the Advanced Planning tool?

• A. Create a New Trust
• B. Generate a Plan
• C. View Trust Details
• D. Edit an existing trust

Answer: (D)

In Advanced Planning, the focus is on modeling and reviewing trusts rather than changing their actual terms. You can bring in a new trust to test scenarios, generate a plan based on the trust data, and view the trust’s details to confirm what’s in place. Editing an existing trust would alter legal terms or configurations that are typically managed in a separate trust-management workflow, not within the planning environment. To protect accuracy and compliance, the planning tool restricts direct edits to existing trusts, so you would adjust trust terms in the appropriate trust-management process or create a new version for planning purposes. That’s why editing an existing trust cannot be performed in the Advanced Planning tool.