This article guides you on how to add executors to your case so that they match the order of executors as they appear in the will
Adding Executors in a specific order to your case
- To ensure that the executors appear in the same order as they appear in the will, please add them to your case in order required - see How do I add people to my case?
- For example if Hercules Morse is listed first on the Will, add them to the case first and if Rafferty Solicitors is listed next, add Rafferty Solicitors to the case next. Follow the same order as the Will:
💁 When adding a person to your case, there is a little reminder to add executors in the same order as the will so that your forms are populated in this order
- The executors will then pull through to your C1 in the order required as below:
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