Enter the Trustees for this Trust

You must enter at least one trustee to be able to continue with the creation of the trust. You can enter a trustee in two ways:

• Link to an existing client

  You can use an existing Sage Taxation client as a trustee.

• Create a new client

  You can create a new Sage Taxation and make them a trustee.

All of the trustees that have been entered for the trust are listed. You can add clients to, and remove clients from the list using the following buttons:

• Add - Click Add to add a trustee to the trust. The Client Lookup window appears listing all the individuals in Sage Taxation. Either choose an existing client and click Select, or to add a new individual to Sage Taxation click New.
• Remove - Select an individual from the list and click Remove.