Issue
How can I identify a beneficiary as a minor in Class Trust?
Resolution
If you enter the date of birth for the beneficiary, Class will display the age of the beneficiary. This will enable you to identify the beneficiary is a minor.
Navigate to Trust Level > Beneficiaries > Browse Beneficiaries
- Click into the required beneficiary
- Enter Date of Birth
- Save
The beneficiary's age will show on Beneficiary > Browse Beneficiary screen
