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Log Executor Activity

The Executor tab allows you to manage:

  • Contacts (i.e., address book)
  • Executor Time (i.e., activity log)
  • Executor Expenses

You can switch between viewing any of the above tables by clicking the desired table name at the top left of the Executor ab.

Executor Files: At the bottom left of the Executor tab are a couple of predefined locations for you to store your executor Letters of Authority and any other executor-related documents to which you wish easy access. It is not necessary to upload anything here: this capability is simply for your convenience.

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