Appointing Estate Trustees

How do I appoint a primary estate trustee?

1. Click the “+Add” button.
2. Click “Appointee” and select the name of the person you would like to appoint from the drop down menu. 
3. Click “Condition”, and select “None” from the drop down list.
4. 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 “Appointee” and select the name of the person you would like to appoint from the drop down menu. 
3. Click “Condition”, and select “If all specified cannot act” or "If any specified cannot act" from the drop down list.
4. Click “Add” in the bottom corner.

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

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