My executor is also a beneficiary of the estate, or vice-versa— do I need to enter their details twice?

A beneficiary you've added to the estate may also be an executor (acting or otherwise), or vice versa.

Rather than having to enter their details to either section, you can click on the three-dot menu next to their name, and click "Make Beneficiary/Executor" (depending on the section you're in).

The contact's information will then be duplicated to the opposite record type.

Screen_Shot_2022-02-10_at_4.17.34_PM.png

Next steps

If you are still having difficulties, please create a support ticket by emailing support@estateably.com, or wait for a response if you've already created one.

If you've created a support ticket but solved your issue using this article, please let us know by responding to the follow-up email.

Was this article helpful?
1 out of 2 found this helpful

Comments

0 comments

Please sign in to leave a comment.

Articles in this section

See more