How do I add substitute executor(s) in my Will?
In the Appoint People tab, under “Substitute Executor”, click on the (+) sign to add a substitute executor.
Please note that personnel selected are placed in order of priority to replace the main executor.
For example
- If Person A (the main executor) is unable/refuses to act as the sole executor, then Person C will be the sole executor.
- If Person A and Person C are unable/refuse to act as the sole executor, then Person D will be the sole executor etc.
Substitutes are also substituted based on the existing sole/multiple executor configuration.
For example, Person A and Person B are both executors to the Will.
- If Person A is unable/refuses to be executor, then Person C and Person C will BOTH be executors to the Will.
- If Person B and Person C are unable/refuse to be the executor [but Person A takes on the role as one of the executors], then Person A and Person D will both be executors to the Will.