Adding a new trustee

To access the Trustee tab, navigate to the Contacts section in the left hand menu.  Click on the Trustee tab at the top left of the screen:


Within the Trustees' screen, the user can add a trustee by clicking on "Add New".

Trustee Type: Confirm whether it is an individual applicant, corporate applicant or if they are acting on behalf of the trustee. 

Enter the following information:

  • Role
  • Full name
  • Name they were referred to as in the trust deed optional; you can leave this field blank if their current legal name is used in the trust deed)
  • Phone number
  • Email address
  • Occupation
  • Mailing address

Editing an existing trustee

Once a record has been added, the user can navigate to the three-dot menu to edit or remove an existing executor.

The user also has the ability to make a trustee into a beneficiary. This will copy the trustee's record to the Beneficiary’s section.


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