How do I add a Trustee?

When adding Trustee(s) for a trust, it is important to use the Title Type dropdown to avoid typographical errors.

Description

If you need the "Title" pre-filled box to open up to allow a manual change, you may do so by selecting "Other" in the "Title Type" dropdown. If you decide you want to go back to the pre-filled Title box, be sure to select a different Title Type than Other, either Trustee or Co-Trustee. Please note that if you change the Title Type of the Trust to Other, no changes will occur to the pre-filled Title box automatically; it will remain what was previously selected, either Trustee or Co-Trustee until a manual change has occurred.

User Interface

Trustee:

Co-Trustee:

Other:

GoDocs Software Output Sample

Trustee:

Co-Trustee:

Other: