Appointing Trust Companies

How do I appoint a trust company?

1. On the "Appointments" tab, click the “+Add” button.
2. Click “Appointee” and select the name of the trust company you would like to appoint from the drop down menu. 
3. Depending on whether they are a primary or alternate trustee, set the condition accordingly.
4. Click “Add” in the bottom corner.

Note: Once you choose a trust company, e-State will ensure that their specific required clauses will populate in your will.