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.

Example

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.

Example
  • 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.
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