Executor

Required fields

idrole

Fields

Field	Type	Description
consultWith	array[string]	Person IDs of individuals the executor should consult before making significant decisions. Models co-equal authority and consultation requirements
firmName	string	Name of the professional firm, if the executor is acting in a professional capacity
grantDate	string	Date the grant was issued
grantReference	string	Court reference number for the grant
grantType	enum	The type of grant issued by the court authorising this person to act. Includes territory-neutral alternatives for non-Commonwealth jurisdictions grant_of_probate: E&W/AU/NZ — court confirms the executor named in the will. letters_of_administration: E&W — court appoints an administrator when there is no will. letters_of_administration_with_will_annexed: E&W — court appoints an administrator when the named executor cannot act. succession_certificate: IN/PK — Indian Succession Act s.372, entitles holder to collect assets. certificate_of_inheritance: DE (Erbschein), JP (相続証明書), FR (Acte de notoriété) — certifies inheritance rights. court_appointment: generic court appointment of administrator (various jurisdictions). resealing: a foreign grant is recognised by a local court (common in Commonwealth jurisdictions). european_certificate_of_succession: EU document proving an heir's or executor's status under the Brussels IV Regulation.
id	string	Unique identifier for this executor appointment within the INHERIT document
isProfessional	boolean	Whether this executor is a professional (solicitor, accountant, trust corporation). Professional executors typically charge fees
issuingCourt	string	Name of the court or registry that issued the grant
notes	string	Free-text notes about this executor appointment — reservations, renunciations, or special circumstances
organisationId	string	Reference to the Organisation.id if the executor is a trust corporation or professional firm acting as executor. Mutually exclusive with personId
organisationIdDisplay	string	Human-readable display name for the referenced organisation
personId	string	Reference to the Person.id of the appointed executor or administrator
personIdDisplay	string	Human-readable display name for the referenced person
primary	boolean	Whether this is the primary (lead) executor. Only one executor per estate should be marked as primary
provenance	Provenance	Consolidated provenance metadata — how this entity was created, by whom, and whether a human has verified it
role	enum	The executor's role in the estate administration primary: the first-named executor who acts unless unable or unwilling. secondary: acts alongside the primary executor or takes over if the primary cannot act. substitute: named as a replacement if the primary and secondary cannot act. administrator: appointed by the court when there is no will (intestacy). administrator_with_will_annexed: appointed by the court when the will exists but the named executor cannot or will not act.

grant_of_probate

letters_of_administration

letters_of_administration_with_will_annexed

succession_certificate

certificate_of_inheritance

court_appointment

resealing

european_certificate_of_succession

grant_of_probate: E&W/AU/NZ — court confirms the executor named in the will. letters_of_administration: E&W — court appoints an administrator when there is no will. letters_of_administration_with_will_annexed: E&W — court appoints an administrator when the named executor cannot act. succession_certificate: IN/PK — Indian Succession Act s.372, entitles holder to collect assets. certificate_of_inheritance: DE (Erbschein), JP (相続証明書), FR (Acte de notoriété) — certifies inheritance rights. court_appointment: generic court appointment of administrator (various jurisdictions). resealing: a foreign grant is recognised by a local court (common in Commonwealth jurisdictions). european_certificate_of_succession: EU document proving an heir's or executor's status under the Brussels IV Regulation.

primary

secondary

substitute

administrator

administrator_with_will_annexed

primary: the first-named executor who acts unless unable or unwilling. secondary: acts alongside the primary executor or takes over if the primary cannot act. substitute: named as a replacement if the primary and secondary cannot act. administrator: appointed by the court when there is no will (intestacy). administrator_with_will_annexed: appointed by the court when the will exists but the named executor cannot or will not act.