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K
kleine7
Level 3
January 24, 2026
Question

Organizer for a Trust

  • January 24, 2026
  • 1 reply
  • 6 views

In ProSeries is it possible to produce a Client Organizer for a Trust?  If so how do you do this.

1 reply

S
strongsilence
Level 10
January 24, 2026

Hi 7leine7

Your question inspired me to look into LC.  I have used LC for a long time but never(!) knew an organizer could be produced.  But it isn't very useful and the questionnaire is c**p.  

I don't know about PS. 

Good luck!

PS You chose kleine7. Are there six other kleines?

 

    K
    kleine7Author
    Level 3
    January 24, 2026

    Thanks for the reply. Waiting for the answer on ProSeries.

    Yes there is 6 other Kleine7's  - my children.

      Just-Lisa-Now-
      Just-Lisa-Now-Intuit Community Champion
      Intuit Community Champion
      January 24, 2026

      PS doesnt have an organizer for the 1041. I have no idea what LC is thats mentioned above.

      ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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