How to Add and Edit a Family in RAAMP

This guide shows how to create and update family records in RAAMP so your team can accurately track household, legal, and trust information used across the system. It explains which fields matter (display name, family type, legal/trust name, status, date established, description, checkboxes, and address) and why some can be left blank. It also covers saving a new family and quickly editing an existing record.

12 steps

How to Navigate to Families

From the navigation menu, select **Families**.

How to Add a New Family

Select **Add New Family**.

Select the **Family Name** field > Enter the **Family Name**. **NOTE:** This is the display name used throughout RAAMP for this family record.

Select the **Family Type** dropdown menu > Select the **family type**. **NOTE:** Select the structure that best describes this family record, such as a single household, multigenerational family, or family office.

Select the **Legal/Trust Name** field > Enter the **legal/trust name**. **NOTE:** The formal legal, trust, or household entity name used on documents and ownership records. Leave blank if it is the same as the family name.

Select the **Status** dropdown menu > Select the appropriate **status**.

Select the **Date Established** field > Enter the **date**. **NOTE:** The date the family, trust, household relationship, or family office relationship was established. Leave blank if unknown.

Select the **Family Description** field > Enter the required **description**.

Select the **appropriate checkboxes** > Complete the **required information** for each checkbox.

Enter the **address** information.

Select **Save**.

How to Edit a Family

Locate the **family** you need to edit > Select the family's **three-dot menu** > Select the **tab** you need to edit.