How to add executors to a matter

2. Click on "Parties" and add an individual.

3. Enter the relationship to the testator and, under “Role in Testator’s Documents,” select executor.

4. Then click "Executor Settings".

5. Select the attorney name and priorities for both testators.

Note: Executor priorities must be ranked in numerical order. If two or more executors are to act together you should assign the same priority number, and specify the decision making mechanism among them.

How to add executors to a matter

An executor is the person responsible for carrying out the instructions in a will and managing the estate after the testator’s death.