Edit A Trust |
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This section discusses how to edit a trust from the Trusts rid by using the right click menu, for details about editing a trust through the entity wizard, please refer to the Using The Entity Wizard section.
To edit a trust from the Trusts Grid simply right click on any existing trust, go to trust details and select Edit Trust Details as below.
This will display the Trust Information screen where the user can view the information for the Trust, this screen is shown below.
To edit any of these details the user can press the edit button to unlock the fields for editing and press the update button once finished. Trust Details can be edited on page 1 and page 2 ( as shown below).
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