How do I add people, organisations & trusts to my case?

How do I add people?

How do I add organisations?

How do I add a Trust?

How do I edit or delete people and/or organisations?

How to add people

Click People & beneficiaries on the left hand side menu of the Estate overview page

Click Add and then choose Person

Enter the person's information
Choose the relevant role(s). You can assign multiple roles to one person:

The required fields will change dependent on which roles you choose

Fill in the relevant information to the remaining fields
Press Save

💡 You only need to enter People information once. Exizent can use this data to pre-populate relevant court and IHT forms later on

❗ Fields will change depending on the roles you choose. For example, if you choose Child of the deceased, you will see reduced options within Relationship to deceased

How to add organisations

⭐ You can use this function if your organisation is acting on behalf of the client

⭐ You can add charities as organisations to distribute to

Navigate to the People and beneficiaries section on the Estate overview

Click Add and then choose Organisation

Fill in the required information about the organisation
The required fields will change dependent on which roles you choose

If the role/one of the roles is Executor/Administrator/Personal representative, choose the status
If the role/one of the roles is Executor/Administrator/Personal representative, choose whether to use Organisation details or Named individual details for the signatory on forms

Fill in all required information
Click Save

How to add a Trust

Click on the relevant case you wish to add the trust details to
Click on People & beneficiaries on the left hand menu
Click the blue Add button and then Add Trust

From here you can enter all the necessary details of the trust including beneficiaries

Providing you have added a person into the people & beneficiaries section, and selected their relationship at 'beneficiary' or 'trustee' you will be able to select them from the drop down menu or you can click on 'Create new beneficiary' or 'Create new trustee' and enter in details manually

💵 On the distribution form you will now be able to select the trust to distribute assets and cash to

👀 If there's beneficiary or trustee details you haven't yet added as a person, not to worry, when you click on 'Create new beneficiary' or 'Create new trustee' it will automatically create an entry back in the people section and then all you need to do is add in any extra details if required.

👍There are two questions under the beneficiary and trustee details which allow flexibility on how you would like the information entered displayed on the export of estate accounts - these are 'Show beneficiaries on the Estate Accounts export?' and 'Show trustees on the Estate Accounts export?'

🙋Remember to add in any entitlement details if this trust is going to be part of any final or pecuniary distributions in estate accounts.

How to edit information

To edit any information, click in to any of your people, organisations or trusts at any time, amend and then click save in order for the information to be updated
To delete a person, organisation or trust, click on the three dots to the right and click delete:

😍 Any organisation added as a Executor/Administrator/Personal representative and/or Trust will be mapped to relevant court and IHT forms

👷 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

🖥️ Chat to us through the knowledge base - click the chat icon in the bottom right corner of this page

☎️ Call us on 020 8152 2902

✉️ Email us on support@legal.exizent.com