> For the complete documentation index, see [llms.txt](https://docs.trustform.io/guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.trustform.io/guide/onboarding-and-reviewing/editor/adding-attorneys.md).

# Adding Attorneys

Learn how to add and manage individuals or entities authorised to act on behalf of the applicant in Trustform.

## Adding a Power of Attorney

To add a Power of Attorney, follow these steps:

{% stepper %}
{% step %}

#### **Open the applicant’s profile**

Go to the Attorney tab: Click **Attorney → Add Attorney**.

<figure><img src="https://3662340878-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEPYbUyx2XzN4MZafhVLO%2Fuploads%2FHFlvZJSFC6q4mgJrsCPt%2FFrame%2049.png?alt=media&amp;token=369137e9-449c-4ec5-bf70-128d5ebc9a51" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Select the attorney or create a new one

If the entity is already in the system, select **Existing entity** to pull the profile (no need to re-enter data).

<figure><img src="https://3662340878-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEPYbUyx2XzN4MZafhVLO%2Fuploads%2FMyu3K9d4xlpqHMnADYnR%2FFrame%2050.png?alt=media&amp;token=07c3b1eb-ef8f-46a1-ace8-a7a9eab497ed" alt=""><figcaption></figcaption></figure>

If it’s new, choose **Individual** or **Corporate**.

<figure><img src="https://3662340878-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEPYbUyx2XzN4MZafhVLO%2Fuploads%2FIGKf7EclvHEj17y0WHai%2FFrame%2051.png?alt=media&amp;token=b2f603c7-8345-4bec-a5d5-56753cf6c7f8" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Fill in the required details and save

* Provide basic information (such as name and address), upload relevant documents, and perform KYC/AML checks if required.
* Fields marked with a red asterisk are mandatory. These must be completed before the client onboarding and verification process can proceed.
* You may press **Save Form** at any point to save the information. The system retains the data even if the form is not yet fully completed.

<figure><img src="https://3662340878-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEPYbUyx2XzN4MZafhVLO%2Fuploads%2F0oPQsyxAqFbdaAIY5mQw%2FFrame%2048.png?alt=media&amp;token=79540b72-167e-45df-973c-5feb5e2b7e50" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

## Remove a Power of Attorney

You can remove an attorney at any time. To do this, click the three dots next to the relationship entry, select **Remove connection** and confirm.

{% hint style="info" %}
The relationship will be disconnected from the account but **not deleted from the system**.
{% endhint %}

<figure><img src="https://3662340878-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEPYbUyx2XzN4MZafhVLO%2Fuploads%2FtoWTSUwFDHINbiix3nwq%2FFrame%2052.png?alt=media&amp;token=9f587961-9c6b-4400-b987-612ac3dabceb" alt=""><figcaption></figcaption></figure>
