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The Trustees tab displays current and former trustees for the trust.
There can be multiple trustees of a trust made up of individual people or a company (corporate trustee). The trustee's role is to hold the trust property for the benefit of the beneficiaries.
A trustee can also be a beneficiary, but they can't be the only beneficiary unless there are multiple trustees.
The Trustee register lists all current and former trustees and details, including:
To maintain an accurate history of trustees, you can add the details of former trustees as a historical entry.
Enter the name of the trustee and click on their name to addorClick Create new contact, fill in their details and click Add trustee.
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