Add a Trustee to a Trust
1. Navigate to Clients Dashboard -> Search for your Trust
2. Locate the Account summary widget à Search for the trustee you wish to add in the Merge another account into this one field. See example below:
3. When you select the Trustee you will see the following message:
4. Select ok and the Trust dashboard will appear and you will see the Trustee’s details in the Account Summary Widget and the Client list Widget. See examples below:
