How do I add a professional executor to my case?

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

20220811 People & beneficiaries outline (Menu)

Click Add Organisation

Add details of the professional executor (example below)

20221114 Add Professional Executor Name and Address

Select the Role as Executor and choose Executor Status

20221108 Select Executor Role and Status

The Authorised signatory for the forms will default to Organisation
You can then add in a UTR number if required

20230113 Prof Exec UTR Number

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

20221108 Professional Executor C1 signatory

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

👷 Our team are regularly making improvements and adding new features. Some things may have changed since this guide was written as functionality gets even more fabulous. If you need further assistance, please contact the Customer Success team who are always happy to help

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