Appointing Estate Trustees

How do I appoint a primary estate trustee?

1. Click the “+Add” button.
2. Click “People” or "Trust Company", select your first appointee and click "Done" in the bottom corner.
3. Click “Add” in the bottom corner.

Note: You must add a primary estate trustee before adding any alternates.

How do I appoint an alternate estate trustee?

1. Click the “+Add” button.
2. Click “People” or "Trust Company", select your alternate appointee and click "Done" in the bottom corner.
3. Under “Conditions” click “+Add” , select "If specified cannot act" and select the name or names of the individuals you want this appointee to be appointed an alternate to.
4. Click "Done" and then “Add” in the bottom corner.

What is the difference between “if all cannot act” and “if any cannot act”?

•  If “If all cannot act” is selected, this individual will only be appointed if all of the others named are not able to act.
• If “If any cannot act” is selected, this individual will be appointed if any of the specific individuals named are not able to act.