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How to create Trust Signing Lines

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Trust Signing Lines


Estate Planning provides flexibility for many different Types of Contact entities. This is particularly useful for Family or other types of Trusts.

1.  Create the new Contact as a Principal in a Matter or as a New Contact and set the Contact Type to Family Trust. When the name, address and phone details are complete, Save and Close the Contact Card.

NOTE: the name of the Family Trust as it should appear in the documents is entered in the Company Name field and the Type of Contact is set to Family Trust.

2.  Reopen the Contact Card, select the Signing Line tab and enter the authorized signatories on the appropriate signing fields.
 
 
 Click below to download these instructions in PDF format.
 
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