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Stewart

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  1. Include Trusts in the Family Portfolio Value

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    25 comments  ·  Redtail CRM » Family  ·  Admin →
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    Stewart supported this idea  · 
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    Stewart commented  · 

    This is definitely a flaw. We created a separate Trust contact and related the Trust to the original contact in two ways: 1.) through the membership feature 2.) creating the Trust under the contact "relationships" feature. This is still inadequate because it does not relay this info with the Laser App integration. Also, most "trust" assets should be householded under the original contact's asset profile

    An error occurred while saving the comment
    Stewart commented  · 

    This is definitely a flaw. We created a separate Trust contact and related the Trust to the original contact in two ways: 1.) through the membership feature 2.) creating the Trust under the contact "relationships" feature. This is still inadequate because it does not relay this info with the Laser App integration. Also, most "trust" assets should be householded under the original contact's asset profile.

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