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:
- 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
- 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.