Add an executor or Trustee
Go to the Contacts section of the file.
Click the Executors tab at the top.
Click Add New in the top-right corner.
Select the Executor Type: Individual or Corporate.
Enter the required information:
Trust Company Name
Alternate name used in the will (leave blank if the current legal name is used)
Phone number
Email address
Date of birth (if required)
Trust Officer's Name
Mailing address
Acting Status — if you select No to "Is this person acting as executor?", choose the reason so they are correctly accounted for in applicable documents
Jurat (if different from the default entered in Intake)
Click Save.
Tip: If an executor is also a beneficiary, click the three-dot menu next to their profile and select Make beneficiary to copy their details to the Beneficiaries section.
Edit an executor or Trustee
Click the three-dot menu on the right-hand side of the executor profile.
Select Edit or Remove as needed.
Conclusion
The executor profile is saved and available for forms, letters, and accounting reports. Contact [email protected] if you need help.