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ENG | New Lead Trustee Card

LEAP has added a new Lead Trustee table to Trust matter types under the Wills & Lifetime Planning area of law.

The Lead Trustee table will now appear as a default option on any Trust matter opened from the 24 March 2023. The Lead Trustee table can be added to existing Trust matters by using the Edit Tables option.

You can provide feedback on the Trust matter types and table options here.

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Blog Article: ENG | New Lead Trustee Card