Where do I add involved parties that are not family members?
e-State Planner allows you to add people that are part of the estate plan (in a beneficiary or trustee capacity) but are not family and thus do not fit on the tree.
- Navigate to the "People" tab, and click "Other".
- Click "+Add", fill in the fields and click "Add" in the bottom corner.
This individual will not appear on the family tree, but their information will be recorded in the system.