This tab allows you to enter individuals and entities who are not already included in the Client or Family tabs but may need to be referenced in the documents. This tab exists to ensure that all potential fiduciaries, beneficiaries, and related parties are entered before dispositive or authority decisions are made.
Any person or organization entered here is added to the drafting pick list and becomes available for selection throughout the remainder of the interview.
Why This Tab Matters
The Additional People & Entities tab expands the universe of selectable parties. Once entered, these individuals and organizations become available for selection as:
Beneficiaries
Trustees
Personal representatives
Guardians
Agents
Contingent recipients
Entering them before moving into distribution or fiduciary sections prevents interruptions and ensures consistency throughout the drafting process.
Like the Client and Family tabs, this tab supports the structured pick list model described in the Drafting Workflow article.
What Belongs on This Tab
Use this tab to enter:
Non-family individuals who may serve as fiduciaries
Friends, advisors, or trusted agents
In-laws not already captured in the Family tab
Charitable organizations
Trust companies or corporate fiduciaries
Existing trusts or other entities that may receive distributions
Do not duplicate children, parents, or siblings already entered in the Family tab. Those individuals should remain classified there so relational language and definitional logic operate correctly.
If someone may be named in the documents but does not belong in Client or Family, they belong here.
If Entering a Person
You will provide:
Legal name (as it should appear in the documents)
Preferred pronouns
Relationship to each client (in multi-client matters)
The relationship fields are important in multi-client drafting. You may select from the drop-down list or type a custom relationship.
If the person is related to only one client, you should:
Select the appropriate relationship for that client
Enter a descriptive relationship for the other client (for example, “Jane’s cousin”)
These entries affect how the person may be described in the documents where relational language is used.
If Entering an Entity
You will enter the legal name of the organization exactly as it should appear in the documents. This may include:
Charitable organizations
Corporate fiduciaries
Trust companies
Existing trusts
The system inserts the entity name into the documents exactly as entered.
If you choose to include additional identifying details—such as:
The state of formation
The entity type (e.g., LLC, corporation, N.A.)
A charitable organization’s EIN
those details will appear in the documents as written.
For example:
“ABC Trust Company, a Washington chartered trust company”
“Smith Family Foundation, a Washington nonprofit corporation”
“Helping Hands Charity (EIN 91-1234567)”
The system does not reformat or truncate entity names. It relies on the entered text. For that reason, enter entity names exactly as you want them to appear in dispositive, fiduciary, and reference provisions.