How to Manage Trustees for a Legal Entity
How to access and manage trustee information for specific legal entities within your account.
How to access and manage trustee information for specific legal entities within your account - navigating to your entity details and updating your list of individual or organisational trustees.
On this page: Download the manual · Watch the video · Step-by-step guide
Download a copy: Managing Trustees and Beneficiaries for a Legal Entity - KYB-06 (PDF). The complete easyAML Platform User Manual (July 2026) (PDF) is also available.
Step-by-step guide
- Navigate to https://app.easyaml.com/legal-entities
- Select the entity you wish you manage from the legal entities list.
- Click View full legal entity details in the summary panel.
- Select UBOs from the side menu.
- To exclude beneficiaries from verification, click Exclude from Verification.
- To remove beneficiaries from the entity, click Remove.
Additional notes
Open this area of the platform directly: Legal entities