Trust Administration Checklist & Timeline

Trust Administration Checklist & Timeline

Structured task management for the Trustee and Administrator.

Trust of [Trustor Name] Administration

Reporting Period: Initial 6 Months

${escapeHtml(task.notes)}

` : ''}
`; sectionDiv.appendChild(taskRow); }); container.appendChild(sectionDiv); }); } // --- Interaction Logic --- window.tacToggleCompletion = function(id) { const task = trustTasks.find(t => t.id === id); if (task) { task.completed = !task.completed; tacRenderChecklist(); // Re-render to update line-through } }; window.tacEditTask = function(id) { const task = trustTasks.find(t => t.id === id); if (task) { const newNote = prompt(`Edit Notes for: ${task.task}\n\nCurrent Note: ${task.notes || ''}`); if (newNote !== null) { task.notes = newNote.trim(); tacRenderChecklist(); } } }; // --- PDF Generation --- window.tacDownloadPDF = function() { const element = document.getElementById('tac-print-area'); const trustorName = document.getElementById('cfg-trustor').value || 'Trust'; const dateStr = new Date().toISOString().split('T')[0]; document.body.classList.add('tac-generating-pdf'); const opt = { margin: [0.5, 0.5], filename: `${trustorName.replace(/\s+/g, '_')}_Trust_Checklist_${dateStr}.pdf`, image: { type: 'jpeg', quality: 0.98 }, html2canvas: { scale: 2, useCORS: true }, jsPDF: { unit: 'in', format: 'letter', orientation: 'portrait' } }; html2pdf().set(opt).from(element).save().then(() => { document.body.classList.remove('tac-generating-pdf'); }); }; // Utility: HTML Escape function escapeHtml(text) { if (!text) return ''; return text.replace(/[&<>"']/g, function(m) { switch (m) { case '&': return '&'; case '<': return '<'; case '>': return '>'; case '"': return '"'; case "'": return '''; default: return m; } }); }
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