This article provides a step by step guide on how to add a professional executor to your case.
- Click People & beneficiaries on the left hand side menu of the Estate overview page
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- Click Add Organisation
- Add details of the professional executor (example below)

- Select the Role as Executor and choose Executor Status

- The Authorised signatory for the forms will default to Organisation
- You can then add in a UTR number if required
- If there is a Named individual who will be signing the forms select this option
- You can then complete the fields as required (example below)

💡 The final part to complete relates to the C1 form for Scottish cases only
- Select the Yes button if the professional executor is the signatory for the C1 form
- Add the Companies House Number if relevant
- You can also add any notes regarding the professional executor in the Notes field
- Click Add organisation to save
- You can view the professional executor in the People & beneficiaries overview

💡 You only need to enter professional executor information once. Exizent can use this data to pre-populate relevant court and IHT forms later on
👉 Please see article How do I add people to my case? for guidance on how to add other people to your case