To access the Executors tab, navigate to the Contacts section in the left hand menu. Click on the Executor tab at the top left of the screen:
Within the Executors' screen, the user can add an executor by clicking on "Add New".
Executor Type: Confirm if it is an individual or corporate applicant. If it is a corporate applicant, be sure to add the trust officer’s name to the Occupation field.
Enter the executor’s full name, phone number, and email address.
It is important to add the occupation and address, so that the application and certificate will be pre-filled properly.
Lastly, if there is a person named in the will or someone entitled to apply who is not taking part in the application, the user can store their record and mark them as Not applying and add the reason (renounced, etc.) so that the application can automatically generate the appropriate forms.
Click "Save" once all the information has been entered. The record should now appear within the list of executors.
Once a record has been added, the user can navigate to the three dot menu to Edit an existing executor. The user also has the ability to make an executor into a beneficiary. This will copy the executor's record to the Beneficiary’s section.