How to edit the Contact Information in Trust profiles

To edit the Contact Information of a Signing or Billing Contact, in a Trust profile, navigate to Menu > Trusts > Search for and open the full profile.

The Contact Information section is optional, however this person is responsible for the Trust's correspondence. To complete this section, scroll down to the "Contact Information" section on the profile, and select "Edit":

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If the contact is one of the Trustees or Director of the Corporate Trustee, their name will automatically be available in the "Name" drop down. After selecting the name from the drop-down box, all of the information available for this person will be automatically pre-filled. Missing information can be manually entered and saved.

If the Billing Contact is not a Trustee or Director of the Corporate Trustee, their information can be added manually and saved.

Tip: If the Billing Contact is the same as the Signing Contact, tick "Billing Contact is the same" to save entering the information twice.

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