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1. Include Trusts in the Family Portfolio Value

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   24 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

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   Samantha commented  ·  December 08, 2017  ·  Delete…

   If would make things much easier so that one could switch back and forth between trustees and the trust especially when the trust gets its own Tax-Id. Then, when it switches from revocable to irrevocable, it would be nice to be able to label it different.

   Also, having the ability to keep the Trust information separate with all of its accounts from the individual's accounts would be great.

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   Samantha supported this idea  ·  December 08, 2017