How do I amend/delete the particulars of the various personnel in the system?
Personnel added in the system can be found and edited under the “Appoint People” page, either under “Beneficiary” or “ . . . ” (unclassified).
To change the details,
- Click on the person
- Edit the details
- Click on the save button at the bottom
To delete the personnel entirely, you can click on the "bin" icon. This will also delete all related info (e.g their roles, ownerships, nominations, allocations in the system).
Details changed/deleted will be effected on all configurations throughout the system, but excludes details of personnel that are manually keyed (e.g. substitute beneficiaries in Other Instructions).
All personnel should only appear once either under “Beneficiary” or “ . . . ” (unclassified), even if they take on multiple roles (e.g. person is both a Beneficiary and an Executor).
If you still see the person in the Will after deleting, do check through again if there are duplicates.