@extends('layouts.portal') @section('title', 'Appointment of Trustees') @section('page_title', 'Appointment of Trustees') @section('page_subtitle', 'Add trustees for your will') @section('sidebar') @include('client.partials.onboarding-sidebar', ['step' => 6, 'client' => $client]) @endsection @section('content')

Testator Details

Completed

Beneficiaries

Completed

Assets

Completed

4

Appointment of Trustees

Current step

5

Allowances

6

Gifts

7

Donations

8

Witnesses

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Appointment of Trustees (FOR TRUST PRODUCTS)

Notes:

  • Appointment of Trustee is required for setting up your Trust.
  • You can appoint your beneficiaries as trustees or appoint any other person you like to give power to manage your assets after your demise.
  • You can also appoint yourself as a Trustee (other than for testamentary trust) and give allowance to yourself as trustee. The remaining trustees will automatically resume responsibility after your demise.

Primary Trustee

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@endsection