Adding a new executor
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 whether 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 following information:
- Full name
- Name they were referred to as in the will (optional; you can leave this field blank if their current legal name is used in the will)
- Phone number
- Email address
- Mailing address
- Jurat (if different from the default)
Renounced, predeceased, incapable and/or non-responsive executors
If there is a person named in the will or someone entitled to apply who is not taking part in the application (e.g. due to renunciation, predeceasing, etc.), the user can store their record.
Respond "No" to the prompt "Is this person acting as executor". Then, you can select the reason 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.
Editing an existing executor
Once a record has been added, the user can navigate to the three-dot menu to edit or remove 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.