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How to set up file for probate where client remains with another firm.  Where we are just assisting as consultant.  So our client is the head solicitor's firm and the executor remains the client of the head solicitor’s firm.  Unable to do in Probate matter where executor is primary contact.

Hi Stephen,

  1. It is possible to modify the role and legal description of the primary contact like below (Lynn Smith is the executor in the below example):

 

  1. It is then possible to add an ‘Executor 2’ to input the client of the head solicitor’s firm, again amending the role and legal description if required.

To take the two above actions, right-click on the executor field and select the two menu items highlighted below:

 

Is this helpful for your requirements?

That is helpful, thanks.

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