I need to see clients trust accounts on their Contact page.
When my clients are trustee or beneficiary on a Trust account I need to see that relationship on the Contact page. Currently only accounts in the clients SSN are included in AUM on the Contact page. Linking the client to the Trust in memberships does not show up on the Contact page. The only way I can relate the client to the trust is through personal knowledge. If I am looking at the Contact page and do not recall they also have a Trust account there is nothing there ont the Contact page to remind me.
Marty Evans
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Lesli Benoit
commented
The ability to add trust as a part of the household instead of as a separate entity and also include in HH notes would be great.
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Leo O'Connor Jr commented
It would help to be able to add entities to families and, on occasion, add a contact to more than one family. How I solve Marty's issue myself is to link the client as owner/joint owner so the account appears under more than one contact. Where I want to link it to grantor, beneficiary, and trustees I don't have enough fields to do. (I do that with contacts under membership).
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Dave
commented
I would want to make a connection between contact and trust like the family connection.... assuming then we could use the Show/Hide Family Accounts toggle to see the Trust accounts while viewing a contact's accounts (in the same way we can see family accounts).
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Chuck Vercellone
commented
This would be fixed by being able to see the memberships/relationships on the main page.