To access the Executors module, navigate to the Contacts section in the left hand menu. Click on Contacts, and then select Executors from the sub-section.
Within the Executors' screen, the user can add an executor by clicking on "Add New".
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.
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.
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. This will allow the user to indicate the reason why. It is especially useful when there are renunciations involved, so that the platform can automatically generate the appropriate form within the Forms & letters section.
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 within the Beneficary’s section.