How do I add people and organisations to my case?

A step by step guide on how to add people and organisations to your case and assign various roles.

How do I add people?

How do I add organisations?

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:

• If the person is selected as Beneficiary or Creditor you also have the option to save and record their bank details
• Press Save

How to add organisations 

• 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 
• Choose the Roles* (you can choose both if required)
• The required fields will change dependent on which roles you choose 
• If the role/one of the roles is Beneficiary choose if this is a registered charity or not
• If the role/one of the roles is Beneficiary there will be space to note and save bank details

• 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 edit information in People or Organisations 

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