How do I add an organisation to my case?

Use this function if your organisation is acting on behalf of the client and/or if you need to distribute items within an estate to an organisation

• Head 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