How to add relationships to a Trust

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Users are able to add multiple relationships to a Trust. This can be done from within the Trust. Users will first need to navigate to the Relationships tab. 

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Multiple users can be added by clicking on the Add Relationship + button at the top left hand side of the Relationships screen. Multiple users will be listed sequentially within this screen once they are added.

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Relationship Details

Screen_Shot_2020-12-08_at_2.33.55_pm.pngHover your cursor over the information icon 9.png. Users will be able to instantly see the Relationship's details, including the:

  • Address

  • Date of Birth/Date of Incorporation

  • Place of Birth/Place of Incorporation

  • Email

  • Mobile Number

To edit any of these details, select

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Register of Trust Relationships

Check out the Register of Trust Relationships which can also be prepared from the Relationships tab.

In the Relationships tab, select Screen_Shot_2020-12-08_at_12.09.42_pm.png

 

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