Enter a Trustee or Executor as a Contact

If a party is acting in the capacity as Trustee or Executor, this information is stored separately from their contact card, as this party may have other matters in which they are acting in their own right.

To enter the correct legal description for this matter:

1.  Create the contact as you normally would and save it to your matter

2.  Right click on the contact and select Edit Role & Legal Description

3.  In the Descriptor field box, enter the capacity description ie: as trustee for ABC Trust or as Executor for the Estate of the Late J Citizen

4.  Note in the Legal Description box how the full legal description will now appear

5. The Legal Description will appear in your matter and on documents*

*the trustee/executor information will not populate on Land Registry documents that do not permit/require this information

If you require further guidance, please do not hesitate to contact our Support Team on 1300 33 55 53 or email support@smokeball.com.au

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