Professional Trustees
Maintain the firm's professional (corporate) trustees so they can be assigned as a trustee on any order.
Workflow group: Company config · Sidebar: Professional Trustees Who sees this: Everyone can view; adding/editing/removing is Manager & Admin only.
The firm's professional (corporate) trustees - e.g. trust corporations. Added once here, each becomes selectable as a trustee on any order in the company.
Professional trustees - /settings/professional-trustees
- Intent: Maintain the firm's professional (corporate) trustees, e.g. trust corporations. Added once here, they become selectable as a trustee on any order in the company.
- Who can access it: Everyone can view the list. Only Managers/Admins at the active company can add, edit, or remove entries.
- What you can do:
- (Managers/Admins) Add a professional trustee via "New professional trustee": enter the name (required), registration number (Companies House number), address line 1, address line 2, city, postcode, and country. Save with "Add trustee".
- (Managers/Admins) Edit an existing trustee's details and "Save changes".
- (Managers/Admins) Remove a trustee via a confirmation dialog - the notice explains orders it's already assigned to keep it; it just stops being offered for new assignments.
- Cancel out of the add/edit sheet without saving.
- What you see: A page header with description and (if permitted) a "New professional trustee" button. A grid of cards, each showing a building icon, the trustee name, registration number (if set), the address (line 1 / city / postcode joined), and Edit / Remove buttons for managers. The add/edit form opens in a right-hand sheet.
- States: Loading shows "Loading professional trustees…". Load failure shows a "Couldn't load professional trustees" error with a retry. Empty shows "No professional trustees yet" (wording differs for managers vs. non-managers). Save is disabled until a name is entered; buttons show "Saving…" while in flight.
- Related pages / flow: A sibling of Settings (
/settings). Trustees created here are assignable as a trustee on any order at/orders/[id](Client data tab).
The law behind it
- Create an order & build the quoteHow-toTurn a client, lead or new record into an estate-planning order and build and price the quote.
Related
- OrdersProductThe end-to-end workspace for running an estate-planning order: products, fact-find, drafting, sign-off, payment, signatures and finalising.
- Settings (Company profile)ProductWhere an admin maintains the firm's profile: company name, identifiers, contact details, address and logo.