To make changes to your executors, first sign in to your account, then go to the Guardians & Executors section.
Selecting an executor
If the person is already listed, tap the button beside their name to select them — for either the primary or alternate executor role.
If they're not listed yet, choose Add Someone Else and enter their full name and email address.
The form only shows people who are available for the role: a person needs to be 18 or older, and can only hold one executor role at a time — so the same person can't be both your primary and alternate executor.
Swapping roles
Because a person can only hold one executor role at a time, swapping works like this:
To move your primary executor to the alternate role, first select a different primary executor. The person then becomes available to select as your alternate.
To move your alternate executor to the primary role, first select a different alternate executor. The person then becomes available to select as your primary.
If you're unsure who to choose, you may wish to speak with an estate planning attorney in your state.
Once your updated Will document is ready, please read the whole document carefully before following the signing and witnessing instructions.
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