Hello All
How do I add a 2nd individual Trustee on a Trust record in CAS360?
Would appreciate any help that you can offer!
Thanks All
TRUSTS - Individual Trustee - More than one
Hey Elizabeth,
It would be my understanding that CAS360 doesn’t have the functionality to have a “joint trustee” feature at this time, but it would definitely be good to be requested - especially when having to enter in trusts that have multiple individual trustees, etc.
Hi Elizabeth - I think you create a joint contact in the contacts section, then use it as the trustee.
Cheers
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Yes this would be the best way for now
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