Issue
How do I record a legal personal representative for the deceased Estate in Class Trust?
Resolution
At this stage, the role of a legal personal representative is not available in Class. The current workaround is to add the legal personal representative as a Trustee of the Trust.
Navigate to Trust Level > Fund > Fund Structure
- Click on Add Contact in Other Fund Contact section
- Enter the basic details of the legal personal representative in the Details tab and click on Save
- Click on the Roles tab
- Click on Add Role and select the role as Trustee
- Click on Save.
Return to the Fund Structure screen
1. Click on Make Trustee