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Overview
of Contacts
In
addition to information about the client, Heritance can track and
report information about other persons or organizations who interact
with the trust or estate. All of the persons or organizations are
referred to as "Contacts" and include the following
groups:
-
Beneficiaries
-
Payees
-
Creditors
-
Interested
Parties
-
Joint
Owners
-
Personal
Representatives
-
Trustees
A
person or organization may belong to more than one group. For
example, a personal representative can also be a beneficiary.
Every contact must belong to at least one group.
In
addition to the basic content information maintained for all
contacts, there will be additional information collected if the
contact is a member of the beneficiaries or creditors group.
Contacts
are added, edited, and deleted using the "Contact
Manager."
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