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

1. Click on Add Contact in Other Fund Contact section
   
   
   
   
2. Enter the basic details of the legal personal representative in the Details tab and click on Save
   
   
   
   
3. Click on the Roles tab
4. Click on Add Role and select the role as Trustee
   
   
   
   
5. Click on Save.

Return to the Fund Structure screen

1. Click on Make Trustee