Create Single Successor executor, guardian, and trustee profiles in Knackly :

Create Single Successor executor, guardian, and trustee profiles in Knackly Print

Created by: Kim Mayberry

Modified on: Fri, 16 Jun, 2023 at 9:15 AM

Setting up executors, guardians, and trustees in your estate planning documents is one of the more complex automation you will run into. In this video, we describe how to best set up these roles in your documents.

Original Language

I appoint John Smith as personal representative of my Last Will and Testament. If John Smith is unable or unwilling to serve in this role, I appoint Mary Smith as the alternate personal representative. If Mary Smith is unable or unwilling to serve in this role, I appoint Mark Smith as an alternate personal representative.

Knackly Generated Language

I appoint {[list WillOptions.PersonalReps]}{[FullName]} {[if _index == 1]}as personal representative of my Last Will and Testament{[else]}as an alternate personal representative{[endif]}{[if _index < WillOptions.PersonalReps.length]}. If {[FullName]} is unable or unwilling to serve in this role, I appoint {[endif]}{[endlist]}.

Kim is the author of this solution article.

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Create Single Successor executor, guardian, and trustee profiles in Knackly Print

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